# Advisors for $1 million to $3 million in New York > In New York, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Shane Mason of Brooklyn FI, Jose Vivero of United Financial Planning Group, LLC and Maha Gannavaram of Unique Financial Advisors. Page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/new-york/ 178 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 for $1 million to $3 million in New York? In New York, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Shane Mason of Brooklyn FI, Jose Vivero of United Financial Planning Group, LLC and Maha Gannavaram of Unique Financial Advisors. ## How many fee-only advisors for $1 million to $3 million in New York are there? The Wellspent public graph lists 178 fee-only advisors for $1 million to $3 million in New York, at 77 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million. ## Where are fee-only advisors for $1 million to $3 million in New York located? Of the 178 fee-only advisors for $1 million to $3 million in New York, 68 are in New York, followed by 20 in Pittsford and 11 in Brooklyn. ## How do fee-only advisors for $1 million to $3 million in New York charge? The most common fee among fee-only advisors for $1 million to $3 million in New York is a percentage of assets, used by 98% of the 178 with fees on file. Many use more than one: 52% charge fixed fees and 39% charge by the hour. ## How many fee-only advisors for $1 million to $3 million in New York hold the CFP? 28% of the 178 fee-only advisors for $1 million to $3 million 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 for $1 million to $3 million? We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more. ## What should I ask fee-only advisors for $1 million to $3 million in New York? What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with? ## How current is this list of fee-only advisors for $1 million to $3 million 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 | |---|---|---|---|---| | [Ally Jane Ayers](https://find.wellspent.co/advisors/ally-jane-ayers.md) | Brooklyn FI, LLC | Brooklyn, New York | CFP, EA | Percentage of assets, Ongoing planning fee | | [Shane Mason](https://find.wellspent.co/advisors/shane-mason.md) | Brooklyn FI | Brooklyn, New York | CFP, CPA/PFS, CPWA, EA, RLP, CPA, PFS | Percentage of assets, Ongoing planning fee | | [Gerry Barrasso](https://find.wellspent.co/advisors/gerry-barrasso.md) | United Financial Planning Group | Hauppauge, New York | CFP, CPA, MBA, PFS | Percentage of assets, Hourly, Fixed fees | | [Jose Vivero](https://find.wellspent.co/advisors/jose-vivero.md) | United Financial Planning Group, LLC | New York, New York | CFP, ChFC, CLU, RICP, EA, CPA/PFS | Percentage of assets, Hourly, Fixed fees | | [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 | | [Ryan Derousseau](https://find.wellspent.co/advisors/ryan-derousseau.md) | United Financial Planning Group | Hauppauge, New York | CFP, EA | Percentage of assets, Hourly, Fixed fees | | [David Rosenstrock](https://find.wellspent.co/advisors/david-rosenstrock.md) | Wharton Wealth Planning | New York, New York | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Jonathan Thomas](https://find.wellspent.co/advisors/jonathan-thomas.md) | JQL Wealth, LLC | Pittsford, New York | CFP, CCFC | Percentage of assets, Ongoing planning fee | | [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 | | [Matthew Sexton](https://find.wellspent.co/advisors/matthew-sexton.md) | Clear Harbor Asset Management | New York, New York | CFP, CIMA, MSFP | Percentage of assets, Fixed fees, Performance-based fees | | [Dorie Fain](https://find.wellspent.co/advisors/dorie-fain.md) | &Wealth | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Maha Gannavaram](https://find.wellspent.co/advisors/maha-gannavaram.md) | Unique Financial Advisors | New York, New York | CFP, EA, MSFP | Ongoing planning fee | | [Ashley Bleckner](https://find.wellspent.co/advisors/ashley-bleckner.md) | Ellevest | New York, New York | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Kaitlin Horsch](https://find.wellspent.co/advisors/kaitlin-horsch.md) | Ellevest | New York, New York | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Sofia Figueroa](https://find.wellspent.co/advisors/sofia-figueroa.md) | Ellevest | New York, New York | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Veronica Taylor](https://find.wellspent.co/advisors/veronica-taylor.md) | Ellevest | New York, New York | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Michael Powsner](https://find.wellspent.co/advisors/michael-powsner.md) | Upstart Wealth Management | New York, New York | CFP, PFS | Percentage of assets, Ongoing planning fee | | [Russell Kroeger](https://find.wellspent.co/advisors/russell-kroeger.md) | Upstart Wealth Management | New York, New York | CFP | Percentage of assets, Ongoing planning fee | | [Samuel McPherson](https://find.wellspent.co/advisors/samuel-mcpherson.md) | McPherson Financial Advisors | New York, New York | CFP | One-time planning fee, Percentage of assets, Hourly | | [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 | | [Elena Ladygina](https://find.wellspent.co/advisors/elena-ladygina.md) | Veris Wealth Partners | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Jessica Demler](https://find.wellspent.co/advisors/jessica-demler.md) | Oxler Private Wealth | Rye Brook, New York | CFP | Percentage of assets, Hourly | | [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 | | [Timothy Kingsbury](https://find.wellspent.co/advisors/timothy-kingsbury.md) | Veris Wealth Partners | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [George Marron](https://find.wellspent.co/advisors/george-marron.md) | High Probability Advisors | Pittsford, New York | CFP | Percentage of assets | | [Jeffrey Feldman](https://find.wellspent.co/advisors/jeffrey-feldman.md) | Rochester Financial Services | Pittsford, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Newman](https://find.wellspent.co/advisors/matthew-newman.md) | High Probability Advisors | Pittsford, New York | CFP | Percentage of assets | | [Michael Bernstein](https://find.wellspent.co/advisors/michael-bernstein.md) | Lionshead Wealth Management | New York, New York | CFP | Percentage of assets, Fixed fees | | [Michael Hymes](https://find.wellspent.co/advisors/michael-hymes.md) | Beatrice Advisors | New York, New York | CFP | Percentage of assets, Fixed fees | | [Richard Seeger](https://find.wellspent.co/advisors/richard-seeger.md) | R. Seeger Wealth Management | Lindenhurst, New York | CFP | Percentage of assets | | [Scott Lasky](https://find.wellspent.co/advisors/scott-lasky.md) | Lionshead Wealth Management | New York, New York | CFP | Percentage of assets, Fixed fees | | [Emily Green](https://find.wellspent.co/advisors/emily-green-6185289.md) | Ellevest | New York, New York | | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Jeffrey Lamarca](https://find.wellspent.co/advisors/jeffrey-lamarca.md) | Marcellus Capital Management | Skaneateles, New York | CFA | Percentage of assets, Performance-based fees | | [Lori Choi](https://find.wellspent.co/advisors/lori-choi.md) | Veris Wealth Partners | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [Sara Faurer](https://find.wellspent.co/advisors/sara-faurer.md) | Ellevest | New York, New York | | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [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 | | [Eric Diandrea](https://find.wellspent.co/advisors/eric-diandrea.md) | WealthUnite Advisors | Manhasset, New York | | Percentage of assets | | [Igor Tsukerman](https://find.wellspent.co/advisors/igor-tsukerman.md) | Eureka Wealth Solutions | New York, New York | | Percentage of assets | | [James Vitiello](https://find.wellspent.co/advisors/james-vitiello.md) | Fifth Avenue Wealth Advisors | New York, New York | | Percentage of assets | | [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 | | [Scott Nasca](https://find.wellspent.co/advisors/scott-nasca.md) | Generation Capital Management | Pittsford, New York | CFA | Percentage of assets | | [Anthony DeVito](https://find.wellspent.co/advisors/anthony-devito.md) | ADV Investment Management | White Plains, New York | CFP, PhD | Percentage of assets, Hourly | | [Darren Graff](https://find.wellspent.co/advisors/darren-graff.md) | Guardant Wealth Advisors | Southampton, New York | | Percentage of assets | | [Frederick Hinkley](https://find.wellspent.co/advisors/frederick-hinkley.md) | Manchester Capital Management | New York, New York | | Percentage of assets, Fixed fees | | [Harshvardhan Ved](https://find.wellspent.co/advisors/harshvardhan-ved.md) | Guardant Wealth Advisors | Southampton, New York | | Percentage of assets | | [Ilan Folman-Cohen](https://find.wellspent.co/advisors/ilan-folman-cohen.md) | Joel Isaacson & Co., LLC | New York, New York | CFP, BS, CPA/PFS, MBA | Percentage of assets, Hourly, Fixed fees | | [John McGowan](https://find.wellspent.co/advisors/john-mcgowan-2618496.md) | Two Point Capital Management | Pittsford, New York | CFA | Percentage of assets | Showing the first 50 of 178. The full list, page by page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/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).