Fingerlakes Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$275,909,218
Clients
564
Advisors
4
of 4 employees
About
Fingerlakes Wealth Management provides comprehensive portfolio management, financial planning, and pension consulting to individuals (including high‑net‑worth clients), trusts, employer retirement plans, and business entities. As of December 31, 2025 the firm managed about $285.4 million on a discretionary basis and generally requires a $75,000 household minimum for its portfolio management service.
The firm uses a blend of fundamental and technical analysis and incorporates ESG considerations when appropriate, implementing strategies that can include long and short positions, option writing, and margin/borrowed positions in client accounts. It may allocate portions of client portfolios to third‑party sub‑advisers, monitors those sub‑advisers on an ongoing basis, and reviews managed accounts at least quarterly.
Fingerlakes is affiliated with Fortune Financial Services, Inc., an SEC‑registered broker‑dealer, and its supervised persons are registered representatives and licensed insurance agents, permitting commissionable securities and insurance product offerings in non‑advisory accounts and creating potential conflicts the firm discloses. The firm’s explicit use of borrowing and derivatives in separately managed accounts, combined with its sub‑adviser arrangements, are practices noted in its brochure that are less common among peer firms.
Client services
Expertise
Occupation focus
Fee options
Pension consulting flat fees ranging from $750 to $10,000 annually for ongoing services
<$250,000 - $250,000: 1.000% $250,001 - $500,000: 0.975% $500,001 - $750,000: 0.950% $750,001 - $1,000,000: 0.900% $1,000,001 - $1,500,000: 0.800% $1,500,001 - $2,000,000: 0.700% $2,000,001 - $5,000,000: 0.600% >$5,000,001+: 0.500%
Commission-based sales possible through affiliated broker-dealer for non-advisory accounts
$250 per hour for financial consulting services, negotiable depending on complexity
Account minimum: $75,000 Fee-only: Hourly consulting services at $250/hour, negotiable; flat fees for pension consulting range from $750 to $10,000 annually
Main office
450 North Aurora Street
Ithaca NY 14850
Advisors at this office
4
Most active in
California · Colorado · Florida · Maryland · New York · North Carolina · Pennsylvania · Texas · Vermont · Virginia · Washington
Also doing business as
Fingerlakes Wealth Management, Inc. · Fingerlakes Wealth Management, LLC. · Firefly Advisor
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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
Melissa V
Series 65
Ithaca, NY
Fingerlakes Wealth Management, Inc.
Melissa Vanderhoof is a financial advisor at Fingerlakes Wealth Management, Inc. with five years of industry experience. She holds a Series 65 designation and previously worked at Cayuga Medical Center for seven years. Outside of her advisory role, she serves on the boards of the Tompkins County Public Library Foundation and the Tompkins County Chamber of Commerce. Fingerlakes Wealth Management provides portfolio management, financial planning, and pension consulting to individuals, trusts, retirement plans, and business entities. The firm manages approximately $231.6 million across about 547 client relationships, employing a blend of fundamental and technical analysis with strategies ranging from long-term buy-and-hold to active trading.
Ksenia T
Series 63, Series 65
Ithaca, NY
Fingerlakes Wealth Management, Inc.
Ksenia Trikoz is a financial advisor at Fingerlakes Wealth Management, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Plum Street Advisors, LPL Enterprise, and PRUCO Securities. Outside of finance, she owns and operates Verdi Studio LLC, a photography business specializing in headshots and family portraits. Fingerlakes Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, trusts, retirement plans, and business entities. The firm employs a blend of fundamental and technical analysis, incorporates ESG factors when appropriate, and utilizes strategies including long and short positions, option writing, and margin use.
Susan M
Series 63, Series 66
Ithaca, NY
Fingerlakes Wealth Management, Inc.
Susan Mccormick is a financial advisor at Fingerlakes Wealth Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fortune Financial Services, Inc. and Fingerlakes Wealth Management since 2009. Fingerlakes Wealth Management serves individuals, trusts, retirement plans, and business entities with comprehensive portfolio management, financial planning, and pension consulting. The firm employs a blend of fundamental and technical analysis, incorporating ESG considerations, and offers both discretionary asset management and pension consulting services.
Marshall M
CFP®, Series 65
Ithaca, NY
Fingerlakes Wealth Management, Inc.
Marshall Mccormick is a CFP® and Series 65-licensed financial advisor with 13 years of experience at Fingerlakes Wealth Management, Inc. in Ithaca, NY. He serves on the boards of two local nonprofit organizations, Finger Lake ReUse and the Center of Community Transportation, participating in fundraising and governance activities. Fingerlakes Wealth Management provides portfolio management, financial planning, and pension consulting to individuals, trusts, retirement plans, and businesses. The firm employs a blend of fundamental and technical analysis, incorporating ESG factors when appropriate, and offers a range of strategies from long-term investing to active trading.
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