# Kerry Mayo

> Kerry Mayo is a fee-only financial advisor at Capital Financial Advisors of New York, LLC in Clifton Park, New York, who holds the CFP, MA and MBA credentials. Kerry focuses on small business owners, retirement planning and tax planning. Capital Financial Advisors of New York, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kerry-mayo/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Capital Financial Advisors of New York, LLC
- **Based in:** Clifton Park, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $260M across 590 accounts
- **Credentials:** CFP, MA, MBA
- **Specialties:** Small business owners, Retirement planning, Tax planning, Pension planning
- **Works with:** Founders, Pre-retirees, Early-career professionals
- **CRD:** 4991436 (https://adviserinfo.sec.gov/individual/summary/4991436)
- **SEC registration:** Investment adviser representative in NY
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://cfany.com

## Frequently asked questions

### Is Kerry Mayo a fee-only financial advisor?

Yes. Kerry Mayo is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kerry's firm.

### How does Kerry charge for financial advice?

Kerry's firm, Capital Financial Advisors of New York, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kerry Mayo based?

Kerry Mayo is based in Clifton Park, New York.

### What does Kerry specialize in?

Kerry's specialties include small business owners, retirement planning, tax planning and pension planning. Kerry works with founders, pre-retirees and early-career professionals.

### What credentials does Kerry Mayo hold?

Kerry Mayo holds the CFP, MA and MBA credentials.

### Is Kerry Mayo registered with the SEC?

Yes. Kerry Mayo is registered as an investment adviser representative in NY (CRD 4991436), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Capital Financial Advisors of New York, LLC manage?

Capital Financial Advisors of New York, LLC reports $260M across 590 accounts in assets under management.

### How do I contact Kerry Mayo?

Through Kerry's website, cfany.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/2546): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.cfany.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.