CFP financial advisors in New York
How do I find fee-only advisors who hold the CFP in New York?
In New York, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Courtney McKenna of Altfest Personal Wealth Management, 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.
- Courtney McKenna Altfest Personal Wealth Management, New York City 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.
- Chad Chase CGN Advisors, LLC, Brooklyn Holds the CFP, CFA and CPA. Fees on file: ongoing planning fee.
- Shane Mason Brooklyn FI, Brooklyn Holds the CFP, CPA and EA. Fees on file: percentage of assets, ongoing planning fee.
- Scott Strohecker Bouchey Financial Group, Ltd., Troy Holds the CFP, CPA and EA. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 422
- Firms
- 274
- Cities
- 101
- Hold the CFP
- 100%
- Other credentials: CFA 9% · CPA 5% · EA 5%
- How they charge (of 419 with fees on file): percentage of assets 88% · fixed fees 60% · hourly 53% · ongoing planning fee 14%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFP financial advisors by state
- California (1,234)
- Texas (787)
- Florida (498)
- Pennsylvania (466)
- Virginia (402)
- Ohio (368)
- North Carolina (353)
- Colorado (342)
- Illinois (337)
- Massachusetts (334)
- Georgia (315)
- Washington (298)
- Michigan (273)
- Tennessee (250)
- Minnesota (247)
- Maryland (244)
- New Jersey (213)
- Arizona (201)
- Wisconsin (192)
- Indiana (181)
- Oregon (179)
- Missouri (160)
- Kansas (142)
- Connecticut (139)
- Utah (134)
- South Carolina (123)
- New Hampshire (97)
- Iowa (83)
- Alabama (82)
- Oklahoma (69)
- Kentucky (64)
- Idaho (62)
- Nebraska (46)
- Delaware (41)
- Louisiana (41)
- Arkansas (38)
- Nevada (38)
- Vermont (38)
- Maine (37)
- Rhode Island (37)
- District of Columbia (34)
- Mississippi (31)
- Montana (26)
- New Mexico (26)
Questions about cFP financial advisors
How many fee-only advisors who hold the CFP in New York are there?
The Wellspent public graph lists 422 fee-only advisors who hold the CFP in New York, at 274 firms. We counted every advisor record that fits, as of November 2026.
Where are fee-only advisors who hold the CFP in New York located?
Of the 422 fee-only advisors who hold the CFP in New York, 113 are in New York, followed by 24 in Brooklyn and 19 in Pittsford.
How do fee-only advisors who hold the CFP in New York charge?
The most common fee among fee-only advisors who hold the CFP in New York is a percentage of assets, used by 88% of the 419 with fees on file. Many use more than one: 60% charge fixed fees and 53% charge by the hour.
How many fee-only advisors who hold the CFP in New York hold the CFP?
100% of the 422 fee-only advisors who hold the CFP 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 CFP?
We count an advisor here when their record lists the CFP.
What should I ask fee-only advisors who hold the CFP in New York?
How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge?
How current is this list of fee-only advisors who hold the CFP 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 422 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Igor Aronov Flat-fee and hourly planning that helps professionals, business owners and families sort through overlapping decisions during busy career and family years. | FAR Financial | Brooklyn | CFP | One-time planning fee, Hourly |
| 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 |
| Chris Haigh | Iconoclastic Capital Management LLC | Brooklyn | CFP, ChFC, RICP | Percentage of assets, 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 |
| Curtis Pope | Pope Wealth Planning | New York | CFP | One-time planning fee, Ongoing planning fee |
| Fabian Degen | FMD Wealth Advisors | White Plains | CFP, CFA, EA, CDFA | Hourly, Percentage of assets |
| Gabriel Kaplan | Wealth Habits | White Plains | CFP, CPA, MBA | Percentage of assets, Ongoing planning fee |
| Gene Thompson | Iconoclastic Capital Management | Brooklyn | CFP, ChFC, RICP, Certified Student Loan Professional | Percentage of assets, Ongoing planning fee |
| Jared Paul | Capable Wealth | Albany | CFP, CIMA | Percentage of assets, Hourly |
| Kathryn Kubiak-Rizzone | About Time Financial Planning | Rochester | CFP | Flat fee or retainer, 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 |
| Erik Nero | First Step Wealth Planning, LLC | Wilton | CFP, RICP | Flat fee or retainer, Ongoing planning fee |
| Joe Forish | Fortrove Partners | New York | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Kaysi Gordon | Kaysi Gordon Financial Planning | Valley Stream | CFP, CPA, MBA | Percentage of assets, One-time planning fee |
| Laura Rotter | True Abundance Advisors | White Plains | CFP, CFA, MBA | Percentage of assets, Ongoing planning fee |
| Tracy Sherwood | Sherwood Financial Management | Williamsville | CFP | Ongoing planning fee, 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 |
| Barbara Clemons Personal financial planning and money education workshops that address both the technical and emotional sides of financial decisions. | Clemons Financial Education Company | Fairport | CFP, CLU, ChFC, CASL | One-time planning fee, Hourly |
| Brett Koeppel | Eudaimonia Wealth LLC | Buffalo | CFP | Percentage of assets |
| Chad Chase | CGN Advisors, LLC | Brooklyn | CFP, MBA, CFA, BA | Ongoing planning fee |
| Christopher Congema | Landmark Wealth Management, LLC | New York | CFP | Percentage of assets |
| David Frisch | Frisch Financial Group, Inc. | New York | CFP, CPA/PFS, CFS, CDFA | Percentage of assets, Fixed fees |
| Gabriel Markiz | Portland Financial Advisors, Inc. | Port Washington | CFP, CPA/PFS, MSFP | Hourly, One-time planning fee |
| J. Scott Kittrell | Modera Wealth Management, LLC | New York | CFP, CFA, ACA, EA | Percentage of assets, Flat fee or retainer |
| Jennifer Kang | JWK Financial | New York | CFP | Flat fee or retainer, Ongoing planning fee |
| Justin Belkin | Financial Boss | Plainview | CFP, EA, MBA | Flat fee or retainer, Percentage of assets |
| Paul Coleman Iii | Free Time Financial LLC | Orchard Park | CFP | Flat fee or retainer, Ongoing planning fee |
| Shane Mason | Brooklyn FI | Brooklyn | CFP, CPA/PFS, CPWA, EA | Percentage of assets, Ongoing planning fee |
| Allison Vanaski | Arcadia Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Gerry Barrasso | United Financial Planning Group | Hauppauge | CFP, CPA, MBA, PFS | Percentage of assets, Hourly |
| Jose Vivero | United Financial Planning Group, LLC | New York | CFP, ChFC, CLU, RICP | Percentage of assets, Hourly |
| Kerry Mayo | Capital Financial Advisors of New York, LLC | Clifton Park | CFP, MA, MBA | Percentage of assets, Hourly |
| Matthew McKee | Target Rock Wealth Management | New York | CFA, CFP, MBA | Percentage of assets, Hourly |
| Richard McCormack | School of Personal Finance | Yorktown Heights | CFP, RICP | Percentage of assets, Hourly |
| Ryan Derousseau | United Financial Planning Group | Hauppauge | CFP, EA | Percentage of assets, Hourly |
| Sara Stanich | Cultivating Wealth | Brooklyn | CFP, CDFA, MBA | Percentage of assets, Flat fee or retainer |
| Cristina Guglielmetti | Future Perfect Planning, LLC | Brooklyn | CFP, EA, MBA | Percentage of assets, Ongoing planning fee |
| David Rosenstrock | Wharton Wealth Planning | New York | CFP, MBA | Percentage of assets, Hourly |
| Kenneth Robinson | Sax Wealth Advisors, LLC | New York | CFP, JD, CPA, CFA | Percentage of assets, Hourly |
| Marc Vorchheimer | Integrated Financial Consulting | Monsey | CFP | Ongoing planning fee, One-time planning fee |
| Michael Robertson | Shelterbelt Advisors | Red Hook | CFP | One-time planning fee, Ongoing planning fee |
| Rahimul Taher | Taher Financial Planning | Brooklyn | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Scott Strohecker | Bouchey Financial Group, Ltd. | Troy | CFP, EA, CPA | Percentage of assets, Fixed fees |
| Arthur Flores | Flores Wealth Planning, LLC | New York | CFP | Hourly, Flat fee or retainer |
| Cathleen Tobin | Moonbridge Financial Design, LLC | Rhinebeck | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Cindy Golub | G-Squared Advisory LLC | Mamaroneck | CFP, MBA | Hourly, Fixed fees |
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