Countryside Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Countryside Financial serves individual and high‑net‑worth clients with discretionary portfolio management, financial planning, and account management across both traditional brokerage accounts and specialized vehicles such as advisory-based annuities and direct‑at‑fund mutual fund accounts. The firm participates in the AssetMark wrap‑fee platform and manages assets both on that platform and through separate advisory arrangements.
In its investment work the firm commonly uses model portfolios and may delegate management to third‑party sub‑advisors on the AssetMark platform, operating under discretionary authority to implement strategies informed by fundamental, cyclical and modern portfolio theory analysis. Financial planning is offered through fixed‑package and hourly engagements and is presented as a distinct service that clients may elect separately from ongoing portfolio management.
A distinctive aspect of the firm is that its advisory personnel are licensed insurance agents and the firm provides annuity management through Jackson National Life, which results in commission‑based compensation in addition to advisory fees — a combination that the brochure notes creates potential conflicts of interest and is relatively uncommon among peers. Countryside Financial also provides direct‑at‑fund account management for certain mutual fund share classes (including American Funds) and discloses arrangements intended to limit fee layering when sub‑advisors are used.
Client services
Expertise
Fee options
Fixed fees for financial planning services: Silver ($500), Gold ($1,500), Platinum ($2,500) one-time fees.
$0 - $500,000: 1.15% annually $500,001 - $1,000,000: 0.65% annually $1,000,001 - $1,500,000: 0.45% annually $1,500,001 - $5,000,000: 0.40% annually Over $5,000,000+: 0.35% annually (Negotiable)
Licensed agents may earn commissions on insurance product sales separate from advisory fees.
Hourly financial planning fee at $250 per hour, negotiable based on complexity.
Fee-only: Fixed fees for financial planning packages: Silver Plan ($500 one-time), Gold Plan ($1,500 one-time), Platinum Plan ($2,500 one-time). Hourly rate also offered at $250 per hour (negotiable).
Main office
8600 Main Street
Williamsville NY 14221
Advisors at this office
3
Most active in
Florida · New York
Also doing business as
Countryside Financial LLC · Countryside Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Patrick S
CFP®, Series 66
Williamsville, NY
Countryside Financial LLC
Patrick Sheelar is a CFP® with three years of industry experience, currently serving at Countryside Financial LLC. He has prior experience at Blackridge Asset Management, LLC and has been affiliated with Countryside Financial NY and Peak Brokerage Services, LLC. Outside of his advisory role, he works as a soccer referee. Countryside Financial LLC serves individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm utilizes model portfolios and third-party sub-advisors on the AssetMark platform and also offers annuity and direct-at-fund mutual fund account management.
Abbey G
CFP®, ChFC®, Series 63, Series 66
Williamsville, NY
Countryside Financial LLC
Abbey Gwin is a CFP® and ChFC® with 19 years of experience in the financial services industry. She is currently with Countryside Financial LLC and has held positions at Peak Brokerage Services, LLC and Blackridge Asset Management, LLC. Gwin is also a licensed life insurance agent. Countryside Financial serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and account management across brokerage accounts and specialized vehicles. The firm uses model portfolios and third-party sub-advisors under discretionary authority and offers financial planning as a separate service.
Trevor C
Series 66
Williamsville, NY
Countryside Financial LLC
Trevor Cahill is a financial advisor at Countryside Financial LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Peak Brokerage Services, Blackridge Asset Management, and Equitable Advisors. Outside of his advisory work, he serves as a volunteer firefighter with the Getzille Fire Company in Getzville, NY. Countryside Financial serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and account management across traditional brokerage accounts and specialized vehicles. The firm utilizes model portfolios and third-party sub-advisors on the AssetMark platform and offers financial planning as a separate service while also providing annuity management through licensed insurance agents.
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