Advisors for $1 million to $3 million in New York
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Shane Mason Brooklyn FI, Brooklyn Holds the CFP, CPA and EA. Fees on file: percentage of assets, ongoing planning fee.
- Jose Vivero United Financial Planning Group, LLC, New York City Holds the CFP, CPA and EA. Fees on file: percentage of assets, hourly.
- Maha Gannavaram Unique Financial Advisors, New York City Holds the CFP and EA. Fees on file: ongoing planning fee.
- Katherine Young Yearwood Young Advisors LLC, Brooklyn Holds the CFP and CFA. Fees on file: ongoing planning fee, percentage of assets.
- Jason Kass Legacy Edge Advisors, Syosset Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Matthew McKee Target Rock Wealth Management, New York City Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 178
- Firms
- 77
- Cities
- 39
- Hold the CFP
- 28%
- Other credentials: CFA 17% · CPA 2% · EA 3%
- How they charge (of 178 with fees on file): percentage of assets 98% · fixed fees 52% · hourly 39% · 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
Advisors for $1 million to $3 million by state
- California (428)
- Texas (312)
- Florida (209)
- Pennsylvania (208)
- Massachusetts (187)
- Ohio (158)
- Illinois (131)
- Maryland (127)
- Georgia (126)
- Colorado (124)
- Michigan (104)
- North Carolina (104)
- Wisconsin (90)
- Connecticut (83)
- Tennessee (80)
- Indiana (77)
- Virginia (73)
- Arizona (71)
- Washington (68)
- Minnesota (64)
- New Jersey (63)
- Alabama (54)
- Nebraska (51)
- Oregon (48)
- Missouri (44)
- Louisiana (42)
- New Hampshire (29)
- Utah (28)
- Mississippi (26)
- Rhode Island (25)
Questions about advisors for $1 million to $3 million
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.
All 178 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Ally Jane Ayers | Brooklyn FI, LLC | Brooklyn | CFP, EA | Percentage of assets, Ongoing planning fee |
| Shane Mason | Brooklyn FI | Brooklyn | CFP, CPA/PFS, CPWA, EA | Percentage of assets, Ongoing planning fee |
| 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 |
| Matthew McKee | Target Rock Wealth Management | New York | CFA, CFP, MBA | Percentage of assets, Hourly |
| Ryan Derousseau | United Financial Planning Group | Hauppauge | CFP, EA | Percentage of assets, Hourly |
| David Rosenstrock | Wharton Wealth Planning | New York | CFP, MBA | Percentage of assets, Hourly |
| Jonathan Thomas | JQL Wealth, LLC | Pittsford | CFP, CCFC | Percentage of assets, Ongoing planning fee |
| Katherine Young | Yearwood Young Advisors LLC | Brooklyn | CFA, CFP | Ongoing planning fee, Percentage of assets |
| Matthew Sexton | Clear Harbor Asset Management | New York | CFP, CIMA, MSFP | Percentage of assets, Fixed fees |
| Dorie Fain | &Wealth | New York | CFP | Percentage of assets, Hourly |
| Maha Gannavaram | Unique Financial Advisors | New York | CFP, EA, MSFP | Ongoing planning fee |
| Ashley Bleckner | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| Kaitlin Horsch | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| Sofia Figueroa | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| Veronica Taylor | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| Michael Powsner | Upstart Wealth Management | New York | CFP, PFS | Percentage of assets, Ongoing planning fee |
| Russell Kroeger | Upstart Wealth Management | New York | CFP | Percentage of assets, Ongoing planning fee |
| Samuel McPherson | McPherson Financial Advisors | New York | CFP | One-time planning fee, Percentage of assets |
| 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 |
| Elena Ladygina | Veris Wealth Partners | New York | CFP | Percentage of assets, Hourly |
| Jessica Demler | Oxler Private Wealth | Rye Brook | CFP | Percentage of assets, Hourly |
| Kristen Goodman | Ellevest | New York | CFA | Percentage of assets, Flat fee or retainer |
| Timothy Kingsbury | Veris Wealth Partners | New York | CFP | Percentage of assets, Hourly |
| George Marron | High Probability Advisors | Pittsford | CFP | Percentage of assets |
| Jeffrey Feldman | Rochester Financial Services | Pittsford | CFP | Percentage of assets, Hourly |
| Matthew Newman | High Probability Advisors | Pittsford | CFP | Percentage of assets |
| Michael Bernstein | Lionshead Wealth Management | New York | CFP | Percentage of assets, Fixed fees |
| Michael Hymes | Beatrice Advisors | New York | CFP | Percentage of assets, Fixed fees |
| Richard Seeger | R. Seeger Wealth Management | Lindenhurst | CFP | Percentage of assets |
| Scott Lasky | Lionshead Wealth Management | New York | CFP | Percentage of assets, Fixed fees |
| Emily Green | Ellevest | New York | Not listed | Percentage of assets, Flat fee or retainer |
| Jeffrey Lamarca | Marcellus Capital Management | Skaneateles | CFA | Percentage of assets, Performance-based fees |
| Lori Choi | Veris Wealth Partners | New York | CFA | Percentage of assets, Hourly |
| Sara Faurer | Ellevest | New York | Not listed | Percentage of assets, Flat fee or retainer |
| David Zale | Eagle Bay Family Office | New York | CFA | Percentage of assets, Hourly |
| Eric Diandrea | WealthUnite Advisors | Manhasset | Not listed | Percentage of assets |
| Igor Tsukerman | Eureka Wealth Solutions | New York | Not listed | Percentage of assets |
| James Vitiello | Fifth Avenue Wealth Advisors | New York | Not listed | Percentage of assets |
| 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 |
| Scott Nasca | Generation Capital Management | Pittsford | CFA | Percentage of assets |
| Anthony DeVito | ADV Investment Management | White Plains | CFP, PhD | Percentage of assets, Hourly |
| Darren Graff | Guardant Wealth Advisors | Southampton | Not listed | Percentage of assets |
| Frederick Hinkley | Manchester Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Harshvardhan Ved | Guardant Wealth Advisors | Southampton | Not listed | Percentage of assets |
| Ilan Folman-Cohen | Joel Isaacson & Co., LLC | New York | CFP, BS, CPA/PFS, MBA | Percentage of assets, Hourly |
| John McGowan | Two Point Capital Management | Pittsford | CFA | Percentage of assets |
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