ChFC financial advisors in New York
How do I find fee-only advisors who hold the ChFC in New York?
In New York, look for a fee-only advisor who holds the ChFC, a planning designation from The American College. It covers much the same ground as the CFP. Records to start with include J. Scott Kittrell of Modera Wealth Management, LLC, Anthony Knight of Greenspring Advisors and Jose Vivero of United Financial Planning Group, LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- 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.
- Anthony Knight Greenspring Advisors, New York City Holds the CFP, CPA and EA. Fees on file: percentage of assets, fixed fees.
- Jose Vivero United Financial Planning Group, LLC, New York City Holds the CFP, CPA and EA. Fees on file: percentage of assets, hourly.
- Raj Prashad Eagle Tax Planning & Advisory Grp. LLC, Ozone Park Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Chris Haigh Iconoclastic Capital Management LLC, Brooklyn Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Barbara Clemons Clemons Financial Education Company, Fairport Holds the CFP. Fees on file: one-time planning fee, hourly.
By the numbers
- Advisors listed
- 33
- Firms
- 32
- Cities
- 20
- Hold the CFP
- 67%
- Other credentials: CFA 3% · CPA 9% · EA 12%
- How they charge (of 33 with fees on file): percentage of assets 88% · fixed fees 73% · hourly 67% · ongoing planning fee 21%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
ChFC financial advisors by state
Questions about chFC financial advisors
How many fee-only advisors who hold the ChFC in New York are there?
The Wellspent public graph lists 33 fee-only advisors who hold the ChFC in New York, at 32 firms. We counted every advisor record that fits, as of November 2026.
Where are fee-only advisors who hold the ChFC in New York located?
Of the 33 fee-only advisors who hold the ChFC in New York, 7 are in New York, followed by 4 in Melville and 3 in Buffalo.
How do fee-only advisors who hold the ChFC in New York charge?
The most common fee among fee-only advisors who hold the ChFC in New York is a percentage of assets, used by 88% of the 33 with fees on file. Many use more than one: 73% charge fixed fees and 67% charge by the hour.
How many fee-only advisors who hold the ChFC in New York hold the CFP?
67% of the 33 fee-only advisors who hold the ChFC 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 ChFC?
We count an advisor here when their record lists the ChFC.
What should I ask fee-only advisors who hold the ChFC in New York?
What areas does your planning cover? Do you hold other credentials? Do you earn anything from selling insurance? How do you charge?
How current is this list of fee-only advisors who hold the ChFC 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 33 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Chris Haigh | Iconoclastic Capital Management LLC | Brooklyn | CFP, ChFC, RICP | 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 |
| 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 |
| J. Scott Kittrell | Modera Wealth Management, LLC | New York | CFP, CFA, ACA, EA | Percentage of assets, Flat fee or retainer |
| Jose Vivero | United Financial Planning Group, LLC | New York | CFP, ChFC, CLU, RICP | Percentage of assets, Hourly |
| Jeffrey Wolniewicz | Under Par Planning | Buffalo | CFP, ChFC, CLU, MBA | Ongoing planning fee, Percentage of assets |
| John Belluardo | Stewardship Financial Services, Inc. | Irvington | ChFC, MS | Flat fee or retainer, Hourly |
| Salvatore Paternico | W&S Management Services | Rochester | CFP, ChFC | Percentage of assets, Hourly |
| Cindy Sterling | Sterling Financial Planning | New York | ChFC, MS, RLP | Flat fee or retainer, Ongoing planning fee |
| Peter Levine | Velara Wealth Management | New York | CFP, ChFC | Percentage of assets, Hourly |
| Dyer McCabe | Kilter Group | Rhinebeck | CFP, ChFC | Percentage of assets, Fixed fees |
| James Cox | Peak Wealth Management | Saratoga Springs | CFP, ChFC | Percentage of assets, Hourly |
| Richard Moldenhauer | Moldenhauer & Associates | Orchard Park | ChFC | Percentage of assets, Hourly |
| Waris Rahemtulla | Fruitful | New York | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Thomas Waring | Note Advisors | Buffalo | ChFC | Percentage of assets, Hourly |
| Yehoshua Sternbach | Yields4U | Melville | ChFC | Percentage of assets, Hourly |
| Anthony Knight | Greenspring Advisors | New York | CFP, EA, CPA, CPA/PFS | Percentage of assets, Fixed fees |
| Raj Prashad | Eagle Tax Planning & Advisory Grp. LLC | Ozone Park | CFP, ChFC, EA | Percentage of assets, Hourly |
| William Burns | Burns Matteson Capital Management | Corning | CFP, ChFC | Percentage of assets, Hourly |
| Steven Brill | Clear Point Advisors | Melville | ChFC | Percentage of assets, Hourly |
| Allan Pelkonen | Pelkonen and Associates | Melville | CFP, ChFC | Percentage of assets, Fixed fees |
| Bruce Carrow | Capital Insights Group of WNY, LLC. | Buffalo | CFP, ChFC | Percentage of assets, Hourly |
| Gregory Stewart | Two West Capital Advisors | Elmira | CFP, ChFC | Percentage of assets, Fixed fees |
| Kam-Lin Hill | Professional Financial | Pittsford | CFP, ChFC | Percentage of assets, Hourly |
| Paul Hill | Professional Financial | Pittsford | CFP, ChFC | Percentage of assets, Hourly |
| Rebeca Cotton | Taconic Advisors | Saugerties | CFP, ChFC | Fixed fees |
| Todd Stankiewicz | Sykon Capital | Harrison | CFP, ChFC | Percentage of assets, Hourly |
| Winfred Jacob | Level Financial Advisors | Wellsville | CFP, ChFC | Percentage of assets, Hourly |
| Christopher Price | Investment Advisor Group | Hancock | ChFC | Percentage of assets, Hourly |
| Jennifer Roberts | Winthrop Partners - WNY | Orchard | ChFC | Percentage of assets, Hourly |
| Mary McDirmid | Astoria Portfolio Advisors | New York | ChFC | Percentage of assets, Hourly |
| Scott Zuckerman | Manhattan Wealth Management Group | Melville | ChFC | Percentage of assets, Fixed fees |
| Thomas Faranda | Hudson View Advisors | Croton-On-Hudson | ChFC | Percentage of assets, Hourly |
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