Advisor at HBKS Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Fredonia, NY 14063
Credentials
Series 63, Series 65
Industry experience
31 years
Based on HBKS Wealth Advisors
Based on HBKS Wealth Advisors
Based on HBKS Wealth Advisors
Financial planning fixed fees typically range from $500 to $20,000; high net worth services may be charged fixed fees.
$0+: Up to 2.75% annually, tiered discounts apply but full tier breakdown not specifically detailed in brochure N/A - N/A: Fees may be negotiated or discounted based on several factors including account size, related accounts, complexity, etc.
Clients may engage HBKS representatives as registered representatives of a broker-dealer to purchase products on a commission basis; commissions vary and may include 12b-1 fees and referral fees for investment banking services.
Financial planning hourly fees typically range from $100 to $500 per hour; asset acquisition and sale consulting may also be charged hourly.
Fee-only: Financial planning fixed fees ranging from $500 to $20,000; hourly fees $100 to $500 per hour; ongoing fixed annual fees starting at $500; percentage of assets under advisement up to 2.75%
33 Church Street, Second Floor
Fredonia, NY 14063
Florida · New York · Texas
HBK Sorce Insurance LLC
2016 - Present (10 years)
Purshe Kaplan Sterling Investments LLC
2016 - Present (10 years)
HBKS Wealth Advisors
2016 - Present (10 years)
Raymond James Financial
2011 - 2016 (5 years)
Raymond James Financial Services
2002 - 2016 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Fredonia, NY
HBKS Wealth Advisors
Series 63
Fredonia, NY
HBKS Wealth Advisors
Series 66
Fredonia, NY
HBKS Wealth Advisors
Series 65
Fredonia, NY
HBKS Wealth Advisors
Series 63, Series 65, Series 66
Fredonia, NY
NWF Advisory Services Inc
Luke Buehler is an investment advisor representative with NWF Advisory Services, Inc. He holds Series 63, Series 65, and Series 66 credentials and has 39 years of industry experience. His prior roles include positions at Cetera Advisors LLC, First Allied Advisory Services, and Summit Wealth Management, among others. Outside of advisory work, he volunteers with the SUNY Fredonia Technology Incubator Mentor Program and serves on the finance committee of the Luca S Calanni Foundation, a nonprofit supporting underprivileged children in Western New York. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm offers a Wealth Management Platform that includes advisor-managed portfolios, model portfolios, and SMA/UMA solutions, emphasizing strategic long-term investing with both discretionary and non-discretionary account options.
Series 66
Fredonia, NY
HBKS Wealth Advisors
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
