Financial advisors for early-career professionals in New York
Which financial advisor should I talk to early in your career in New York?
For early-career professionals in New York, talk to a fee-only planner who charges flat or hourly fees and has no asset minimum. You need decisions more than portfolio management, so a one-time plan or a low subscription is often enough. Records to start with include Philip Murphy of IndiePlan LLC, Ally Jane Ayers of Brooklyn FI, LLC and Andrew Altfest of Altfest Personal Wealth Management.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Philip Murphy IndiePlan LLC, Albany Holds the CFP. Fees on file: subscription, one-time planning fee.
- Ally Jane Ayers Brooklyn FI, LLC, Brooklyn Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Andrew Altfest Altfest Personal Wealth Management, New York City Holds the CFP. Fees on file: ongoing planning fee.
- Amir Noor N Financial Plans, Huntington Holds the CFP. Fees on file: hourly, ongoing planning fee.
- Taylor Nissi Farther, White Plains Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Larry Sprung Mitlin Financial, Inc, Hauppauge Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
How many fee-only financial advisors in New York work with early-career professionals?
The Wellspent public graph lists 35 fee-only advisors for early-career professionals in New York, at 30 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for early-career professionals in New York located?
Of the 35 fee-only advisors for early-career professionals in New York, 10 are in New York City, followed by 3 in Rochester and 2 in Brooklyn.
Plus 16 in other cities.
How do fee-only advisors for early-career professionals in New York charge?
The most common fee among fee-only advisors for early-career professionals in New York is a percentage of assets, used by 77% of the 35 with fees on file. Many use more than one: 34% charge fixed fees and 31% charge an ongoing planning fee.
How much do fee-only financial advisors charge in New York?
Fee-only financial advisors in New York charge a median of $3,600 a year for ongoing planning. We found this across the published prices of 33 New York firms.
How much does a one-time financial plan cost in New York?
A one-time financial plan from a fee-only firm in New York has a median price of $2,500. We found this across the published prices of 31 New York firms.
What credentials should a financial advisor for early-career professionals have?
For early-career professionals, look for the CFP. In New York, 60% of the 35 advisors listed hold the CFP.
- CFP60% in New York
- The CFP covers debt, saving, and insurance together.
How do New York advisors for early-career professionals compare with the rest of the US?
31% of fee-only advisors for early-career professionals in New York charge an ongoing planning fee, compared with 23% of the 759 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are New York. Light bars are all US advisors for early-career professionals.
What should I ask a financial advisor early in your career in New York?
- Do you have an asset minimum?
- What would a one-time plan cost, and what would I get?
- Should I pay down debt or invest first?
- How much house can I actually afford?
How current is this list of fee-only advisors for early-career professionals in New York?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 35 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Amir Noor | N Financial Plans | Huntington | CFP, CRPS, EA | Hourly, Ongoing planning fee |
| Andrew Altfest | Altfest Personal Wealth Management | New York | CFP, MBA | Ongoing planning fee |
| Christopher Kehoe | R.W. Roge & Company, Inc. | Bohemia | CFA, MBA, AIF, CFP | Percentage of assets, One-time planning fee |
| Christopher Marrone | Marrone Wealth Management LLC | New York | CFP | Ongoing planning fee, One-time planning fee |
| Courtney McKenna | Altfest Personal Wealth Management | New York | CFP, CLU, CFA, CPA/PFS | Ongoing planning fee |
| Philip Murphy Independent, advice-only planning for people saving, investing or facing transitions like retirement, a new career or a health challenge. | IndiePlan LLC | Albany | CFP, CFA | Subscription, One-time planning fee |
| Kaysi Gordon | Kaysi Gordon Financial Planning | Valley Stream | CFP, CPA, MBA | Percentage of assets, One-time planning fee |
| Zachary Zwillinger | ZZ Planning LLC | New York | CFP, JD | Flat fee or retainer, Ongoing planning fee |
| Ally Jane Ayers | Brooklyn FI, LLC | Brooklyn | CFP, EA | Percentage of assets, Ongoing planning fee |
| Shane Mason | Brooklyn FI | Brooklyn | CFP, CPA/PFS, CPWA, EA | Percentage of assets, Ongoing planning fee |
| Kerry Mayo | Capital Financial Advisors of New York, LLC | Clifton Park | CFP, MA, MBA | Percentage of assets, Hourly |
| David Rosenstrock | Wharton Wealth Planning | New York | CFP, MBA | Percentage of assets, Hourly |
| Jeffrey Wolniewicz | Under Par Planning | Buffalo | CFP, ChFC, CLU, MBA | Ongoing planning fee, Percentage of assets |
| Rachel Sloan | Sloan Advisory Group, Inc. | Glens Falls | CFP, CRPC | Percentage of assets, Hourly |
| Salvatore Paternico | W&S Management Services | Rochester | CFP, ChFC | Percentage of assets, Hourly |
| Jeremy Zuke Affordable financial advice for working professionals, whether they are leaving a high-fee planner or hiring one for the first time. | Abundo Wealth | New York | Not listed | Subscription |
| Taylor Nissi On a mission to help Business Owners and High Achieving Professionals accelerate their wealth to build confidence, peace of mind, and clarity in their financial life. | Farther | White Plains | CFP | Percentage of assets, Flat fee or retainer |
| Anthony Ogorek | Ogorek Wealth Management | Williamsville | CFP | Percentage of assets, Fixed fees |
| Jeffrey Viksjo | Ogorek Wealth Management | Williamsville | CFP, CFA | Percentage of assets, Fixed fees |
| Lawrence Blau | LL Financial Services | Ossining | CFP | Percentage of assets, Hourly |
| ignition tax ignition tax | ignition tax | new york | CPA | Flat fee or retainer |
| Jennifer Weber | Weber Asset Management | Lake Success | CFP | Percentage of assets |
| Larry Sprung Bringing JOY to Your Money Journey™ | Mitlin Financial, Inc | Hauppauge | CFP | Percentage of assets, Flat fee or retainer |
| Patrick Cicchetti I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business. | Ryse Capital Management | Rochester | Not listed | Flat fee or retainer, Hourly |
| Brian Ward | W&S Management Services | Rochester | Not listed | Percentage of assets, Hourly |
| Emily Maretsky | Educated Financial Planning | Astoria | Not listed | Ongoing planning fee, One-time planning fee |
| Arynton Hardy I work with tech employees, founders, and high-performers navigating equity, liquidity events, and non-traditional income. | Savvy | New York | Not listed | Percentage of assets, One-time planning fee |
| Clayton Gardner Award-winning modern wealth management firm for high earning professionals. | Titan | New York | Not listed | Percentage of assets, Subscription |
| Michael Brady Approachable planning, without compromise. Many have accounts, if you have a plan. | Clarity Advisors | Buffalo | Not listed | Percentage of assets, One-time planning fee |
| William Walsh | Emissary Wealth | White Plain | Not listed | Percentage of assets, Ongoing planning fee |
| Lindsay La Fleur | LL Financial Services | Ossining | Not listed | Percentage of assets, Hourly |
| Thomas Cefalu | Downtown Wealth Studios | New York | Not listed | Percentage of assets, Fixed fees |
| Daniel Smith | FreeMind Financial Advisory | Shirley | Not listed | Percentage of assets |
| John Mahshie | MPM Advisors Group | Liverpool | Not listed | Percentage of assets, Fixed fees |
| Mark Mahshie | MPM Advisors Group | Liverpool | Not listed | Percentage of assets, Fixed fees |
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