Kerry Mayo
Capital Financial Advisors of New York, LLC · Clifton Park, New York
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.
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Specialties
Who they serve
- Founders
- Pre-retirees
- Early-career professionals
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 | $260M across 590 accounts |
| Credentials | CFP · MA · MBA |
| SEC registration | Investment adviser representative in NY · CRD 4991436 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | cfany.com |
How Kerry's firm compares
- Capital Financial Advisors of New York, LLC's average account is about $441,000, from its Form ADV (assets managed divided by 590 accounts).
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Questions about Kerry
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Capital Financial Advisors of New York, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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