BEESE FULMER PRIVATE WEALTH MANAGEMENT
SEC RegisteredThe rational way is a better way.
About the firm
At Beese Fulmer, we've developed a better way to manage wealth—one that's rooted in transparency, integrity, and a rational, data-driven approach. We focus on delivering long-term results through thoughtful, active management, combined with personalized attention that only a boutique firm can provide.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private wealth management, institutional asset management, financial planning, investment policy statements, generational wealth services, business owner succession planning, and employer retirement plans.
Who they serve
Business owners and other high-net-worth individuals or families; direct institutional clients, consultants, and financial advisors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 468 | $298M |
| High Net Worth Individuals | 342 | $1.6B |
| Investment Companies | 3 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $27M |
| Charitable Organizations | 13 | $47M |
| State/Municipal Entities | 7 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $500,000 | 1.50% |
| $500,001 - $2,000,000 | 1.00% |
| $2,000,001 - $3,000,000 | 0.80% |
| $3,000,001 - $4,000,000 | 0.60% |
| $4,000,001 and above | 0.50% |
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BEESE FULMER PRIVATE WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.