# Financial advisors for ultra-high-net-worth families in New York > For ultra-high-net-worth families in New York, talk to a fee-only firm with a team across investing, tax, and estate work, and ask who actually does each part. At this level, how fees scale on large balances matters as much as the percentage you're quoted. Records to start with include Taylor Nissi of Farther, Amir Noor of N Financial Plans and Jesse Rodriquez of Rodriquez Wealth Management. Page: https://find.wellspent.co/audiences/ultra-high-net-worth/new-york/ 76 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as an ultra-high-net-worth family in New York? For ultra-high-net-worth families in New York, talk to a fee-only firm with a team across investing, tax, and estate work, and ask who actually does each part. At this level, how fees scale on large balances matters as much as the percentage you're quoted. Records to start with include Taylor Nissi of Farther, Amir Noor of N Financial Plans and Jesse Rodriquez of Rodriquez Wealth Management. - [Taylor Nissi](https://find.wellspent.co/advisors/taylor-nissi/), Farther, White Plains. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Amir Noor](https://find.wellspent.co/advisors/amir-noor/), N Financial Plans, Huntington. Holds the CFP. Fees on file: hourly, ongoing planning fee. - [Jesse Rodriquez](https://find.wellspent.co/advisors/jesse-rodriquez/), Rodriquez Wealth Management, Newport Beach. Holds the CFP. Fees on file: percentage of assets. - [Lori Choi](https://find.wellspent.co/advisors/lori-choi/), Veris Wealth Partners, New York City. Holds the CFA. Fees on file: percentage of assets, hourly. - [Corey Peterson](https://find.wellspent.co/advisors/corey-peterson/), Great Hill Advisory, Port Washington. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Christopher Davis](https://find.wellspent.co/advisors/christopher-davis/), Burns Matteson Capital Management, Corning. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in New York work with ultra-high-net-worth families? The Wellspent public graph lists 76 fee-only advisors for ultra-high-net-worth families in New York, at 29 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for ultra-high-net-worth families in New York located? Of the 76 fee-only advisors for ultra-high-net-worth families in New York, 40 are in New York City, followed by 15 in Buffalo and 6 in Corning. ## How do fee-only advisors for ultra-high-net-worth families in New York charge? The most common fee among fee-only advisors for ultra-high-net-worth families in New York is a percentage of assets, used by 99% of the 76 with fees on file. Many use more than one: 54% charge fixed fees and 39% charge by the hour. ## 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 ultra-high-net-worth families have? For ultra-high-net-worth families, look for the CFA and CFP. In New York, 26% of the 76 advisors listed hold the CFP. - CFA (11% of advisors listed): The CFA supports complex portfolios. - CFP (26% of advisors listed): The CFP keeps the whole picture together. ## How do New York advisors for ultra-high-net-worth families compare with the rest of the US? 26% of fee-only advisors for ultra-high-net-worth families in New York hold the CFP, compared with 32% of the 1,133 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does New York have an estate tax? Yes. New York has its own estate tax, separate from the federal one, and its threshold can be lower. ## What should I ask a financial advisor as an ultra-high-net-worth family in New York? - What would I pay in dollars, on my balance, each year? - Who on your team handles tax and estate work? - How many clients my size do you serve? - How do you handle private investments? - How would you plan for New York's estate tax as well as the federal one? ## How current is this list of fee-only advisors for ultra-high-net-worth families 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Amir Noor](https://find.wellspent.co/advisors/amir-noor.md) | N Financial Plans | Huntington, New York | CFP, CRPS, EA | Hourly, Ongoing planning fee, Percentage of assets, One-time planning fee | | [Corey Peterson](https://find.wellspent.co/advisors/corey-peterson.md) | Great Hill Advisory | Port Washington, New York | CFP, EA | Percentage of assets, Fixed fees | | [Taylor Nissi](https://find.wellspent.co/advisors/taylor-nissi.md) | Farther | White Plains, New York | CFP | Percentage of assets, Flat fee or retainer | | [Jesse Rodriquez](https://find.wellspent.co/advisors/jesse-rodriquez.md) | Rodriquez Wealth Management | Newport Beach, New York | CFP | Percentage of assets | | [Joseph Rodriguez](https://find.wellspent.co/advisors/joseph-rodriguez.md) | Matriarch Wealth Management | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Caleb Jennings](https://find.wellspent.co/advisors/caleb-jennings.md) | Sanderson Wealth Management | Buffalo, New York | CFP | Percentage of assets | | [Chen Li](https://find.wellspent.co/advisors/chen-li.md) | GoalVest Advisory | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [Elena Ladygina](https://find.wellspent.co/advisors/elena-ladygina.md) | Veris Wealth Partners | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Evan Kraft](https://find.wellspent.co/advisors/evan-kraft.md) | Sanderson Wealth Management | Buffalo, New York | CFP | Percentage of assets | | [James Warner](https://find.wellspent.co/advisors/james-warner.md) | Sanderson Wealth Management | Buffalo, New York | CFP | Percentage of assets | | [John Gullo](https://find.wellspent.co/advisors/john-gullo.md) | Sanderson Wealth Management | Buffalo, New York | CFP | Percentage of assets | | [Justin Sanderson](https://find.wellspent.co/advisors/justin-sanderson.md) | Sanderson Wealth Management | Buffalo, New York | CFP | Percentage of assets | | [Patrick Cicchetti](https://find.wellspent.co/advisors/patrick-cicchetti.md) | Ryse Capital Management | Rochester, New York | | Flat fee or retainer, Hourly, One-time planning fee | | [Sevasti Balafas](https://find.wellspent.co/advisors/sevasti-balafas.md) | GoalVest Advisory | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [Timothy Domino](https://find.wellspent.co/advisors/timothy-domino.md) | Sanderson Wealth Management | Buffalo, New York | CFP | Percentage of assets | | [Timothy Kingsbury](https://find.wellspent.co/advisors/timothy-kingsbury.md) | Veris Wealth Partners | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Bernstein](https://find.wellspent.co/advisors/michael-bernstein.md) | Lionshead Wealth Management | New York, New York | CFP | Percentage of assets, Fixed fees | | [Michael Hymes](https://find.wellspent.co/advisors/michael-hymes.md) | Beatrice Advisors | New York, New York | CFP | Percentage of assets, Fixed fees | | [Scott Lasky](https://find.wellspent.co/advisors/scott-lasky.md) | Lionshead Wealth Management | New York, New York | CFP | Percentage of assets, Fixed fees | | [Ashwini Patil](https://find.wellspent.co/advisors/ashwini-patil.md) | GoalVest Advisory | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Braden DeForge](https://find.wellspent.co/advisors/braden-deforge.md) | GoalVest Advisory | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Clayton Gardner](https://find.wellspent.co/advisors/clayton-gardner.md) | Titan | New York, New York | | Percentage of assets, Subscription | | [Harry Martin](https://find.wellspent.co/advisors/harry-martin.md) | GoalVest Advisory | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Lori Choi](https://find.wellspent.co/advisors/lori-choi.md) | Veris Wealth Partners | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [Phillip Frattali](https://find.wellspent.co/advisors/phillip-frattali.md) | Sanderson Wealth Management | Buffalo, New York | CFA | Percentage of assets | | [Mervin Burton](https://find.wellspent.co/advisors/mervin-burton.md) | Beatrice Advisors | New York, New York | CFA | Percentage of assets, Fixed fees | | [Robert Miller, Jr](https://find.wellspent.co/advisors/robert-miller-jr.md) | Miller Gesko Wealth Management | Buffalo, New York | CFP | Percentage of assets, Hourly | | [Sean Kearney](https://find.wellspent.co/advisors/sean-kearney.md) | Amvoy Wealth | New York, New York | | Percentage of assets, Fixed fees | | [Thomas Cefalu](https://find.wellspent.co/advisors/thomas-cefalu.md) | Downtown Wealth Studios | New York, New York | | Percentage of assets, Fixed fees | | [William Hudson](https://find.wellspent.co/advisors/william-hudson.md) | Miller Gesko Wealth Management | Buffalo, New York | CFP | Percentage of assets, Hourly | | [Angelo D'Amato Goodenough](https://find.wellspent.co/advisors/angelo-d-amato-goodenough.md) | Sanderson Wealth Management | Buffalo, New York | | Percentage of assets | | [Carl Bader](https://find.wellspent.co/advisors/carl-bader.md) | Sanderson Wealth Management | Buffalo, New York | | Percentage of assets | | [Christopher Davis](https://find.wellspent.co/advisors/christopher-davis.md) | Burns Matteson Capital Management | Corning, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Eric Dieckhoff](https://find.wellspent.co/advisors/eric-dieckhoff.md) | ARCAP Partners | Plainview, New York | | Percentage of assets, Fixed fees | | [Frederick Hinkley](https://find.wellspent.co/advisors/frederick-hinkley.md) | Manchester Capital Management | New York, New York | | Percentage of assets, Fixed fees | | [Harry Armon](https://find.wellspent.co/advisors/harry-armon.md) | ARCAP Partners | Plainview, New York | | Percentage of assets, Fixed fees | | [John Sanderson](https://find.wellspent.co/advisors/john-sanderson.md) | Sanderson Wealth Management | Buffalo, New York | | Percentage of assets | | [Mario Veneroso](https://find.wellspent.co/advisors/mario-veneroso.md) | Veneroso Wealth Management | Woodbury, New York | | Percentage of assets, Hourly, Fixed fees | | [Richard Chen](https://find.wellspent.co/advisors/richard-chen.md) | Veris Wealth Partners | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Susan Sofronas](https://find.wellspent.co/advisors/susan-sofronas.md) | Manchester Capital Management | New York, New York | | Percentage of assets, Fixed fees | | [William Burns](https://find.wellspent.co/advisors/william-burns.md) | Burns Matteson Capital Management | Corning, New York | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Aron Pinson](https://find.wellspent.co/advisors/aron-pinson.md) | Equinum | Brooklyn, New York | CFA | Percentage of assets | | [Facundo Rawson](https://find.wellspent.co/advisors/facundo-rawson.md) | Acanto | Pound Ridge, New York | | Percentage of assets, Hourly, Fixed fees | | [Gregory Desroches](https://find.wellspent.co/advisors/gregory-desroches.md) | Beatrice Advisors | New York, New York | | Percentage of assets, Fixed fees | | [James Zagelmeyer](https://find.wellspent.co/advisors/james-zagelmeyer.md) | Lionshead Wealth Management | New York, New York | | Percentage of assets, Fixed fees | | [Jonathan Roberts](https://find.wellspent.co/advisors/jonathan-roberts.md) | Klingenstein Fields Advisors | New York, New York | CFA, CIC | Percentage of assets, Fixed fees, Performance-based fees | | [Laurence Ach](https://find.wellspent.co/advisors/laurence-ach.md) | Klingenstein Fields Advisors | New York, New York | CIC | Percentage of assets, Fixed fees, Performance-based fees | | [Mehak Thukral](https://find.wellspent.co/advisors/mehak-thukral.md) | Lionshead Wealth Management | New York, New York | | Percentage of assets, Fixed fees | | [Meredith Fennebresque](https://find.wellspent.co/advisors/meredith-fennebresque.md) | Beatrice Advisors | New York, New York | | Percentage of assets, Fixed fees | | [William Petty](https://find.wellspent.co/advisors/william-petty.md) | Estabrook Capital Management | New York, New York | | Percentage of assets, Fixed fees | Showing the first 50 of 76. The full list, page by page: https://find.wellspent.co/audiences/ultra-high-net-worth/new-york/?page=2 ## Related - [Retirement planning in New York](https://find.wellspent.co/specialties/retirement-planning/new-york.md) - [Estate planning in New York](https://find.wellspent.co/specialties/estate-planning/new-york.md) - [Tax planning in New York](https://find.wellspent.co/specialties/tax-planning/new-york.md) - [Family wealth transfer in New York](https://find.wellspent.co/specialties/family-wealth-transfer/new-york.md) - [Founders in New York](https://find.wellspent.co/specialties/founders-pre-exit/new-york.md) - [Small business owners in New York](https://find.wellspent.co/specialties/small-business-owners/new-york.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).