Piano Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$25,105,095
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
47
55% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
47
HighAverage account size
$534,151
About
Piano Wealth Management advises individuals, families and business owners, offering financial planning alongside discretionary and non‑discretionary portfolio management. The firm also provides retirement plan consulting to trustees and other plan fiduciaries, including participant education and enrollment support.
Portfolios are tailored to client objectives across a spectrum of risk profiles from capital preservation to aggressive growth, and are monitored on a continuous basis with at least annual formal reviews. The firm uses a blend of behavioral, fundamental, technical, quantitative and charting analyses to inform investment decisions and may serve as a fiduciary under ERISA when providing ongoing plan‑level services.
Distinctive for an independent RIA of its size, the firm emphasizes plan‑level consulting — assisting with investment policy statements, vendor RFPs, conversion support, ongoing monitoring of plan investments, and participant education. The brochure discloses that the advisor is SEC‑registered, manages roughly $50.6 million in discretionary assets, and documents potential conflicts tied to rollovers and mutual fund share‑class selection.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Concentrated stock management
Wealth management
Occupation focus
Founder/Business Owner
Demographic focus
Mid-Career Professionals
Fee options
Financial planning fixed fees generally between $500 to $2,500
$0 - $500,000: Up to 1.50% $500,001 - $3,000,000: Up to 1.00% Above $3,000,000+: Up to 0.85%
$250 per hour for financial planning services
Fee-only: Financial planning fixed fees generally between $500 to $2,500; hourly fee $250/hour
Main office location
Piano Wealth Management
600 Fishers Station Drive
Victor NY 14564, United States
Number of offices
1
Most active in
Piano Wealth Management has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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