Financial advisors for ultra-high-net-worth families in New York
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Taylor Nissi Farther, White Plains Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Amir Noor N Financial Plans, Huntington Holds the CFP. Fees on file: hourly, ongoing planning fee.
- Jesse Rodriquez Rodriquez Wealth Management, Newport Beach Holds the CFP. Fees on file: percentage of assets.
- Lori Choi Veris Wealth Partners, New York City Holds the CFA. Fees on file: percentage of assets, hourly.
- Corey Peterson Great Hill Advisory, Port Washington Holds the CFP. Fees on file: percentage of assets, fixed fees.
- 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.
Plus 10 in other cities.
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.
- CFA11% in New York
- The CFA supports complex portfolios.
- CFP26% in New York
- 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.
Dark bars are New York. Light bars are all US advisors for ultra-high-net-worth families.
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.
All 76 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Amir Noor | N Financial Plans | Huntington | CFP, CRPS, EA | Hourly, Ongoing planning fee |
| Corey Peterson | Great Hill Advisory | Port Washington | CFP, EA | Percentage of assets, Fixed fees |
| 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 |
| Jesse Rodriquez At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth. | Rodriquez Wealth Management | Newport Beach | CFP | Percentage of assets |
| Joseph Rodriguez | Matriarch Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Caleb Jennings | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| Chen Li | GoalVest Advisory | New York | CFA | Percentage of assets, Hourly |
| Elena Ladygina | Veris Wealth Partners | New York | CFP | Percentage of assets, Hourly |
| Evan Kraft | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| James Warner | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| John Gullo | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| Justin Sanderson | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| 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 |
| Sevasti Balafas | GoalVest Advisory | New York | CFA | Percentage of assets, Hourly |
| Timothy Domino | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| Timothy Kingsbury | Veris Wealth Partners | New York | CFP | Percentage of assets, Hourly |
| Michael Bernstein | Lionshead Wealth Management | New York | CFP | Percentage of assets, Fixed fees |
| Michael Hymes | Beatrice Advisors | New York | CFP | Percentage of assets, Fixed fees |
| Scott Lasky | Lionshead Wealth Management | New York | CFP | Percentage of assets, Fixed fees |
| Ashwini Patil | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| Braden DeForge | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| Clayton Gardner Award-winning modern wealth management firm for high earning professionals. | Titan | New York | Not listed | Percentage of assets, Subscription |
| Harry Martin | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| Lori Choi | Veris Wealth Partners | New York | CFA | Percentage of assets, Hourly |
| Phillip Frattali | Sanderson Wealth Management | Buffalo | CFA | Percentage of assets |
| Mervin Burton | Beatrice Advisors | New York | CFA | Percentage of assets, Fixed fees |
| Robert Miller, Jr | Miller Gesko Wealth Management | Buffalo | CFP | Percentage of assets, Hourly |
| Sean Kearney | Amvoy Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Thomas Cefalu | Downtown Wealth Studios | New York | Not listed | Percentage of assets, Fixed fees |
| William Hudson | Miller Gesko Wealth Management | Buffalo | CFP | Percentage of assets, Hourly |
| Angelo D'Amato Goodenough | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| Carl Bader | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| Christopher Davis | Burns Matteson Capital Management | Corning | CFP | Percentage of assets, Hourly |
| Eric Dieckhoff | ARCAP Partners | Plainview | Not listed | Percentage of assets, Fixed fees |
| Frederick Hinkley | Manchester Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Harry Armon | ARCAP Partners | Plainview | Not listed | Percentage of assets, Fixed fees |
| John Sanderson | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| Mario Veneroso | Veneroso Wealth Management | Woodbury | Not listed | Percentage of assets, Hourly |
| Richard Chen | Veris Wealth Partners | New York | Not listed | Percentage of assets, Hourly |
| Susan Sofronas | Manchester Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| William Burns | Burns Matteson Capital Management | Corning | CFP, ChFC | Percentage of assets, Hourly |
| Aron Pinson | Equinum | Brooklyn | CFA | Percentage of assets |
| Facundo Rawson | Acanto | Pound Ridge | Not listed | Percentage of assets, Hourly |
| Gregory Desroches | Beatrice Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| James Zagelmeyer | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Jonathan Roberts | Klingenstein Fields Advisors | New York | CFA, CIC | Percentage of assets, Fixed fees |
| Laurence Ach | Klingenstein Fields Advisors | New York | CIC | Percentage of assets, Fixed fees |
| Mehak Thukral | Lionshead Wealth Management | New York | Not listed | Percentage of assets, Fixed fees |
| Meredith Fennebresque | Beatrice Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| William Petty | Estabrook Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
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