Piano Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$25,105,095
Clients
47
Advisors
1
of 1 employees
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
Expertise
Occupation focus
Demographic focus
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
600 Fishers Station Drive
Victor NY 14564
Advisors at this office
1
Most active in
New York
Also doing business as
Forte Advisory Services,LLC · Forte Investments LLC · Piano Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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