CFA financial advisors in New York
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Chad Chase CGN Advisors, LLC, Brooklyn Holds the CFP, CFA and CPA. Fees on file: ongoing planning fee.
- J. Scott Kittrell Modera Wealth Management, LLC, New York City Holds the CFP, CFA and CPA. Fees on file: percentage of assets, flat fee or retainer.
- Fabian Degen FMD Wealth Advisors, White Plains Holds the CFP, CFA and EA. Fees on file: hourly, percentage of assets.
- Courtney McKenna Altfest Personal Wealth Management, New York City Holds the CFP, CFA and CPA. Fees on file: ongoing planning fee.
- Kenneth Robinson Sax Wealth Advisors, LLC, New York City Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Josefine Cays Bridgewater Advisors Inc., New York City Holds the CFP, CFA and EA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 125
- Firms
- 96
- Cities
- 36
- Hold the CFP
- 31%
- Other credentials: CFA 100% · CPA 4% · EA 4%
- How they charge (of 124 with fees on file): percentage of assets 95% · fixed fees 63% · hourly 42% · ongoing planning fee 10%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFA financial advisors by state
- California (276)
- Massachusetts (150)
- Texas (138)
- Pennsylvania (131)
- Illinois (120)
- Florida (115)
- Georgia (104)
- Colorado (87)
- Ohio (80)
- North Carolina (76)
- Virginia (74)
- Michigan (73)
- Washington (70)
- Maryland (67)
- Minnesota (63)
- Wisconsin (59)
- New Jersey (58)
- Tennessee (54)
- Connecticut (47)
- Arizona (46)
- Oregon (36)
- Missouri (33)
- Indiana (27)
Questions about cFA financial 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.
All 125 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Christopher Kehoe | R.W. Roge & Company, Inc. | Bohemia | CFA, MBA, AIF, CFP | Percentage of assets, One-time planning fee |
| Courtney McKenna | Altfest Personal Wealth Management | New York | CFP, CLU, CFA, CPA/PFS | Ongoing planning fee |
| Fabian Degen | FMD Wealth Advisors | White Plains | CFP, CFA, EA, CDFA | Hourly, Percentage of assets |
| 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 |
| Joe Forish | Fortrove Partners | New York | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Laura Rotter | True Abundance Advisors | White Plains | CFP, CFA, MBA | Percentage of assets, Ongoing planning fee |
| Chad Chase | CGN Advisors, LLC | Brooklyn | CFP, MBA, CFA, BA | Ongoing planning fee |
| J. Scott Kittrell | Modera Wealth Management, LLC | New York | CFP, CFA, ACA, EA | Percentage of assets, Flat fee or retainer |
| Matthew McKee | Target Rock Wealth Management | New York | CFA, CFP, MBA | Percentage of assets, Hourly |
| Kenneth Robinson | Sax Wealth Advisors, LLC | New York | CFP, JD, CPA, CFA | Percentage of assets, Hourly |
| David Flores Wilson | Sincerus Advisory | New York | CEPA, CFA, CFP | Percentage of assets, Fixed fees |
| Katherine Young | Yearwood Young Advisors LLC | Brooklyn | CFA, CFP | Ongoing planning fee, Percentage of assets |
| Josefine Cays | Bridgewater Advisors Inc. | New York | CFA, CFP, EA | Percentage of assets |
| Tamara Witham | GreenLife Advisors, LLC | Harrison | CFP, CFA, MBA | Percentage of assets, Hourly |
| Douglas Augenthaler | Palumbo Wealth Management | Great Neck | CFP, CFA | Percentage of assets, Fixed fees |
| Jeffrey Viksjo | Ogorek Wealth Management | Williamsville | CFP, CFA | Percentage of assets, Fixed fees |
| Alondra Garcia | Ellevest | New York | CFA | Percentage of assets, Flat fee or retainer |
| Ankur Patel | Ellevest | New York | CFA | Percentage of assets, Flat fee or retainer |
| Chen Li | GoalVest Advisory | New York | CFA | Percentage of assets, Hourly |
| Kristen Goodman | Ellevest | New York | CFA | Percentage of assets, Flat fee or retainer |
| Sevasti Balafas | GoalVest Advisory | New York | CFA | Percentage of assets, Hourly |
| Darren Leader | Acacia Grove Wealth | Schenectady | CFA | Percentage of assets, Hourly |
| Charles Goldblum | Hurley Capital | New York | CFP, CFA | Percentage of assets, Fixed fees |
| Jeffrey Lamarca | Marcellus Capital Management | Skaneateles | CFA | Percentage of assets, Performance-based fees |
| John Roscoe | Osprey Private Wealth | New York | CFA | Percentage of assets |
| Kyle Dandurand | Chemistry Wealth Management, LLC. | New York | CFA | Ongoing planning fee |
| Lori Choi | Veris Wealth Partners | New York | CFA | Percentage of assets, Hourly |
| Phillip Frattali | Sanderson Wealth Management | Buffalo | CFA | Percentage of assets |
| Thomas Watts | Watts Capital | New York | CFA | Percentage of assets, Performance-based fees |
| David Zale | Eagle Bay Family Office | New York | CFA | Percentage of assets, Hourly |
| Douglas Burns | BPC Advisors | East Syracuse | CFP, CFA | Percentage of assets, Hourly |
| James Cornehlsen | Capstone Investment Financial Group | Webster | CFA | Percentage of assets, Hourly |
| Matthew Darcy | Seneca Financial Advisors | Rochester | CFA | Percentage of assets, Hourly |
| Mervin Burton | Beatrice Advisors | New York | CFA | Percentage of assets, Fixed fees |
| Michael Jones | High Probability Advisors | Pittsford | CFA | Percentage of assets |
| Michael Nelson | Eagle Bay Family Office | New York | CFA | Percentage of assets, Hourly |
| Robert Pickels | Whitney & Company | Rochester | CFA | Percentage of assets, Fixed fees |
| Scott Nasca | Generation Capital Management | Pittsford | CFA | Percentage of assets |
| William Moore | Whitney & Company | Rochester | CFA | Percentage of assets, Fixed fees |
| Deva Panambur | Sarsi, LLC | New York | BS, CFA, CFP, EA | Percentage of assets, Hourly |
| Douglass Lyon | Lyon Capital Management | Pittsford | CFA | Percentage of assets |
| Ian Post | Fifth Set Private Wealth Management LLC | Harrison | CFA, CFP | Percentage of assets, Hourly |
| James Marrocco | Thinking Big Financial | Brooklyn | CFP, CFA | Ongoing planning fee |
| John McGowan | Two Point Capital Management | Pittsford | CFA | Percentage of assets |
| Katherine Woo | Angel Light Capital | Forest Hills | CFA | Percentage of assets, Hourly |
| Richard Rebori | AtwoB. | Katonah | CFA | Percentage of assets, Hourly |
| Robert Ruggirello | Brave Eagle Wealth Management | New York | CFA | Percentage of assets, Hourly |
| Roger Chen | MYeCFO | New York | CFA | Percentage of assets, Hourly |
| Sarah Swan | Howe & Rusling, Inc. | Rochester | CFP, CRPC, CFA, CPWA | Not listed |
| Aron Pinson | Equinum | Brooklyn | CFA | Percentage of assets |
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