# CFA financial advisors in New York

> In New York, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Chad Chase of CGN Advisors, LLC, J. Scott Kittrell of Modera Wealth Management, LLC and Fabian Degen of FMD Wealth Advisors.

Page: https://find.wellspent.co/by/cfa-financial-advisors/new-york/
125 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors who hold the CFA in New York?

In New York, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Chad Chase of CGN Advisors, LLC, J. Scott Kittrell of Modera Wealth Management, LLC and Fabian Degen of FMD Wealth Advisors.

## How many fee-only advisors who hold the CFA in New York are there?

The Wellspent public graph lists 125 fee-only advisors who hold the CFA in New York, at 96 firms. We counted every advisor record that fits, as of October 2026.

## Where are fee-only advisors who hold the CFA in New York located?

Of the 125 fee-only advisors who hold the CFA in New York, 52 are in New York, followed by 8 in Pittsford and 7 in White Plains.

## How do fee-only advisors who hold the CFA in New York charge?

The most common fee among fee-only advisors who hold the CFA in New York is a percentage of assets, used by 95% of the 124 with fees on file. Many use more than one: 63% charge fixed fees and 42% charge by the hour.

## How many fee-only advisors who hold the CFA in New York hold the CFP?

31% of the 125 fee-only advisors who hold the CFA in New York hold the CFP certification, based on the credentials listed on each record.

## 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.

## How does Wellspent decide who counts as fee-only advisors who hold the CFA?

We count an advisor here when their record lists the CFA.

## What should I ask fee-only advisors who hold the CFA in New York?

Who handles my tax and retirement planning? How do you build a portfolio? Do you pick investments yourself, or use funds? How do you charge?

## How current is this list of fee-only advisors who hold the CFA 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 |
|---|---|---|---|---|
| [Christopher Kehoe](https://find.wellspent.co/advisors/christopher-kehoe.md) | R.W. Roge & Company, Inc. | Bohemia, New York | CFA, MBA, AIF, CFP, CMFC | Percentage of assets, One-time planning fee |
| [Courtney McKenna](https://find.wellspent.co/advisors/courtney-mckenna.md) | Altfest Personal Wealth Management | New York, New York | CFP, CLU, CFA, CPA/PFS, MBA, PhD, MA | Ongoing planning fee |
| [Fabian Degen](https://find.wellspent.co/advisors/fabian-degen.md) | FMD Wealth Advisors | White Plains, New York | CFP, CFA, EA, CDFA | Hourly, Percentage of assets |
| [Philip Murphy](https://find.wellspent.co/advisors/philip-murphy.md) | IndiePlan LLC | Albany, New York | CFP, CFA | Subscription, One-time planning fee, Hourly |
| [Joe Forish](https://find.wellspent.co/advisors/joe-forish.md) | Fortrove Partners | New York, New York | CFP, CFA | Percentage of assets, Ongoing planning fee |
| [Laura Rotter](https://find.wellspent.co/advisors/laura-rotter.md) | True Abundance Advisors | White Plains, New York | CFP, CFA, MBA | Percentage of assets, Ongoing planning fee |
| [Chad Chase](https://find.wellspent.co/advisors/chad-chase.md) | CGN Advisors, LLC | Brooklyn, New York | CFP, MBA, CFA, BA, CPA/PFS, CIMA, ChSNC, CDFA, RFC, EA | Ongoing planning fee |
| [J. Scott Kittrell](https://find.wellspent.co/advisors/j-scott-kittrell.md) | Modera Wealth Management, LLC | New York, New York | CFP, CFA, ACA, EA, DDS, MBA, CDFA, AAMS, BFA, Chartered SRI Counselor, CPWA, ChFC, CPA, CEPA, ChSNC, AIF, CPA/PFS, MSFS, CLU, RICP, BS | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Matthew McKee](https://find.wellspent.co/advisors/matthew-mckee.md) | Target Rock Wealth Management | New York, New York | CFA, CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Kenneth Robinson](https://find.wellspent.co/advisors/kenneth-robinson.md) | Sax Wealth Advisors, LLC | New York, New York | CFP, JD, CPA, CFA, MBA, CeFT, RLP, MS | Percentage of assets, Hourly, Fixed fees |
| [David Flores Wilson](https://find.wellspent.co/advisors/david-flores-wilson.md) | Sincerus Advisory | New York, New York | CEPA, CFA, CFP | Percentage of assets, Fixed fees |
| [Katherine Young](https://find.wellspent.co/advisors/katherine-young.md) | Yearwood Young Advisors LLC | Brooklyn, New York | CFA, CFP | Ongoing planning fee, Percentage of assets |
| [Josefine Cays](https://find.wellspent.co/advisors/josefine-cays.md) | Bridgewater Advisors Inc. | New York, New York | CFA, CFP, EA | Percentage of assets |
| [Tamara Witham](https://find.wellspent.co/advisors/tamara-witham.md) | GreenLife Advisors, LLC | Harrison, New York | CFP, CFA, MBA | Percentage of assets, Hourly, Fixed fees |
| [Douglas Augenthaler](https://find.wellspent.co/advisors/douglas-augenthaler.md) | Palumbo Wealth Management | Great Neck, New York | CFP, CFA | Percentage of assets, Fixed fees |
| [Jeffrey Viksjo](https://find.wellspent.co/advisors/jeffrey-viksjo.md) | Ogorek Wealth Management | Williamsville, New York | CFP, CFA | Percentage of assets, Fixed fees |
| [Alondra Garcia](https://find.wellspent.co/advisors/alondra-garcia.md) | Ellevest | New York, New York | CFA | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Ankur Patel](https://find.wellspent.co/advisors/ankur-patel.md) | Ellevest | New York, New York | CFA | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Chen Li](https://find.wellspent.co/advisors/chen-li.md) | GoalVest Advisory | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees |
| [Kristen Goodman](https://find.wellspent.co/advisors/kristen-goodman.md) | Ellevest | New York, New York | CFA | Percentage of assets, Flat fee or retainer, Ongoing 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 |
| [Darren Leader](https://find.wellspent.co/advisors/darren-leader.md) | Acacia Grove Wealth | Schenectady, New York | CFA | Percentage of assets, Hourly, One-time planning fee |
| [Charles Goldblum](https://find.wellspent.co/advisors/charles-goldblum.md) | Hurley Capital | New York, New York | CFP, CFA | Percentage of assets, Fixed fees |
| [Jeffrey Lamarca](https://find.wellspent.co/advisors/jeffrey-lamarca.md) | Marcellus Capital Management | Skaneateles, New York | CFA | Percentage of assets, Performance-based fees |
| [John Roscoe](https://find.wellspent.co/advisors/john-roscoe.md) | Osprey Private Wealth | New York, New York | CFA | Percentage of assets |
| [Kyle Dandurand](https://find.wellspent.co/advisors/kyle-dandurand.md) | Chemistry Wealth Management, LLC. | New York, New York | CFA | Ongoing planning fee |
| [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 |
| [Thomas Watts](https://find.wellspent.co/advisors/thomas-watts.md) | Watts Capital | New York, New York | CFA | Percentage of assets, Performance-based fees |
| [David Zale](https://find.wellspent.co/advisors/david-zale.md) | Eagle Bay Family Office | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees |
| [Douglas Burns](https://find.wellspent.co/advisors/douglas-burns.md) | BPC Advisors | East Syracuse, New York | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [James Cornehlsen](https://find.wellspent.co/advisors/james-cornehlsen.md) | Capstone Investment Financial Group | Webster, New York | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Matthew Darcy](https://find.wellspent.co/advisors/matthew-darcy.md) | Seneca Financial Advisors | Rochester, New York | CFA | Percentage of assets, Hourly, Fixed fees |
| [Mervin Burton](https://find.wellspent.co/advisors/mervin-burton.md) | Beatrice Advisors | New York, New York | CFA | Percentage of assets, Fixed fees |
| [Michael Jones](https://find.wellspent.co/advisors/michael-jones.md) | High Probability Advisors | Pittsford, New York | CFA | Percentage of assets |
| [Michael Nelson](https://find.wellspent.co/advisors/michael-nelson.md) | Eagle Bay Family Office | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees |
| [Robert Pickels](https://find.wellspent.co/advisors/robert-pickels.md) | Whitney & Company | Rochester, New York | CFA | Percentage of assets, Fixed fees |
| [Scott Nasca](https://find.wellspent.co/advisors/scott-nasca.md) | Generation Capital Management | Pittsford, New York | CFA | Percentage of assets |
| [William Moore](https://find.wellspent.co/advisors/william-moore-7394653.md) | Whitney & Company | Rochester, New York | CFA | Percentage of assets, Fixed fees |
| [Deva Panambur](https://find.wellspent.co/advisors/deva-panambur.md) | Sarsi, LLC | New York, New York | BS, CFA, CFP, EA, MBA | Percentage of assets, Hourly, Fixed fees |
| [Douglass Lyon](https://find.wellspent.co/advisors/douglass-lyon.md) | Lyon Capital Management | Pittsford, New York | CFA | Percentage of assets |
| [Ian Post](https://find.wellspent.co/advisors/ian-post.md) | Fifth Set Private Wealth Management LLC | Harrison, New York | CFA, CFP | Percentage of assets, Hourly, Fixed fees |
| [James Marrocco](https://find.wellspent.co/advisors/james-marrocco.md) | Thinking Big Financial | Brooklyn, New York | CFP, CFA | Ongoing planning fee |
| [John McGowan](https://find.wellspent.co/advisors/john-mcgowan-2618496.md) | Two Point Capital Management | Pittsford, New York | CFA | Percentage of assets |
| [Katherine Woo](https://find.wellspent.co/advisors/katherine-woo.md) | Angel Light Capital | Forest Hills, New York | CFA | Percentage of assets, Hourly, Ongoing planning fee |
| [Richard Rebori](https://find.wellspent.co/advisors/richard-rebori.md) | AtwoB. | Katonah, New York | CFA | Percentage of assets, Hourly, Fixed fees |
| [Robert Ruggirello](https://find.wellspent.co/advisors/robert-ruggirello.md) | Brave Eagle Wealth Management | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees |
| [Roger Chen](https://find.wellspent.co/advisors/roger-chen.md) | MYeCFO | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees |
| [Sarah Swan](https://find.wellspent.co/advisors/sarah-swan.md) | Howe & Rusling, Inc. | Rochester, New York | CFP, CRPC, CFA, CPWA, CPA |   |
| [Aron Pinson](https://find.wellspent.co/advisors/aron-pinson.md) | Equinum | Brooklyn, New York | CFA | Percentage of assets |

Showing the first 50 of 125. The full list, page by page: https://find.wellspent.co/by/cfa-financial-advisors/new-york/?page=2

## 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).