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- Custodian
- Altruist · Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-28-2020
- Office Locations
- 1
Office Locations
About Under PAR Planning LLC
Under Par Planning is a Buffalo, NY RIA delivering fee-only financial planning for people who love golf, aligning money decisions with lifestyle goals. The team (CFP®/RICP®/AEP®/RLP® credentials) offers transparent pricing with no commissions, product sales, or investment minimums. Portfolios emphasize asset allocation using public funds and ETFs, with planning support for business owners (tax, estate, and risk management).
Team overview
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Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEFFREY WOLNIEWICZ
Chief Compliance Officer, FOUNDER, Vice President
- CRD
- #5997883
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JOSEPH PAUL CHAPPIUS
Financial Planner, Partner
- CRD
- #5928163
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,973,144 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,973,144 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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