# Advisors for $500,000 to $1 million in New York

> In New York, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Courtney McKenna of Altfest Personal Wealth Management, J. Scott Kittrell of Modera Wealth Management, LLC and Anthony Knight of Greenspring Advisors.

Page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/new-york/
410 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 $500,000 to $1 million in New York?

In New York, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Courtney McKenna of Altfest Personal Wealth Management, J. Scott Kittrell of Modera Wealth Management, LLC and Anthony Knight of Greenspring Advisors.

## How many fee-only advisors for $500,000 to $1 million in New York are there?

The Wellspent public graph lists 410 fee-only advisors for $500,000 to $1 million in New York, at 152 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million.

## Where are fee-only advisors for $500,000 to $1 million in New York located?

Of the 410 fee-only advisors for $500,000 to $1 million in New York, 134 are in New York, followed by 31 in Rochester and 25 in Buffalo.

## How do fee-only advisors for $500,000 to $1 million in New York charge?

The most common fee among fee-only advisors for $500,000 to $1 million in New York is a percentage of assets, used by 94% of the 410 with fees on file. Many use more than one: 65% charge fixed fees and 50% charge by the hour.

## How many fee-only advisors for $500,000 to $1 million in New York hold the CFP?

36% of the 410 fee-only advisors for $500,000 to $1 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 $500,000 to $1 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 $500,000 to $1 million in New York?

What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself?

## How current is this list of fee-only advisors for $500,000 to $1 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 |
|---|---|---|---|---|
| [Andrew Altfest](https://find.wellspent.co/advisors/andrew-altfest.md) | Altfest Personal Wealth Management | New York, New York | CFP, MBA | Ongoing planning fee |
| [Christopher Kehoe](https://find.wellspent.co/advisors/christopher-kehoe.md) | R.W. Roge & Company, Inc. | Bohemia, New York | CFA, MBA, AIF, CFP, CMFC | Percentage of assets, One-time planning fee |
| [Courtney McKenna](https://find.wellspent.co/advisors/courtney-mckenna.md) | Altfest Personal Wealth Management | New York, New York | CFP, CLU, CFA, CPA/PFS, MBA, PhD, MA | Ongoing planning fee |
| [Laura Rotter](https://find.wellspent.co/advisors/laura-rotter.md) | True Abundance Advisors | White Plains, New York | CFP, CFA, MBA | Percentage of assets, Ongoing planning fee |
| [Tracy Sherwood](https://find.wellspent.co/advisors/tracy-sherwood.md) | Sherwood Financial Management | Williamsville, New York | CFP | Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Christopher Congema](https://find.wellspent.co/advisors/christopher-congema.md) | Landmark Wealth Management, LLC | New York, New York | CFP | Percentage of assets |
| [David Frisch](https://find.wellspent.co/advisors/david-frisch.md) | Frisch Financial Group, Inc. | New York, New York | CFP, CPA/PFS, CFS, CDFA, MSFS, CRPC | Percentage of assets, Fixed fees |
| [Gabriel Markiz](https://find.wellspent.co/advisors/gabriel-markiz.md) | Portland Financial Advisors, Inc. | Port Washington, New York | CFP, CPA/PFS, MSFP | Hourly, One-time planning fee, Ongoing planning fee |
| [J. Scott Kittrell](https://find.wellspent.co/advisors/j-scott-kittrell.md) | Modera Wealth Management, LLC | New York, New York | CFP, CFA, ACA, EA, DDS, MBA, CDFA, AAMS, BFA, Chartered SRI Counselor, CPWA, ChFC, CPA, CEPA, ChSNC, AIF, CPA/PFS, MSFS, CLU, RICP, BS | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Kenneth Robinson](https://find.wellspent.co/advisors/kenneth-robinson.md) | Sax Wealth Advisors, LLC | New York, New York | CFP, JD, CPA, CFA, MBA, CeFT, RLP, MS | Percentage of assets, Hourly, Fixed fees |
| [Marc Vorchheimer](https://find.wellspent.co/advisors/marc-vorchheimer.md) | Integrated Financial Consulting | Monsey, New York | CFP | Ongoing planning fee, One-time planning fee |
| [John Belluardo](https://find.wellspent.co/advisors/john-belluardo.md) | Stewardship Financial Services, Inc. | Irvington, New York | ChFC, MS | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Paul Sydlansky](https://find.wellspent.co/advisors/paul-sydlansky.md) | Lake Road Advisors | Corning, New York | CFP, MBA | Percentage of assets |
| [Corey Peterson](https://find.wellspent.co/advisors/corey-peterson.md) | Great Hill Advisory | Port Washington, New York | CFP, EA | Percentage of assets, Fixed fees |
| [Josefine Cays](https://find.wellspent.co/advisors/josefine-cays.md) | Bridgewater Advisors Inc. | New York, New York | CFA, CFP, EA | Percentage of assets |
| [Rachel Sloan](https://find.wellspent.co/advisors/rachel-sloan.md) | Sloan Advisory Group, Inc. | Glens Falls, New York | CFP, CRPC | Percentage of assets, Hourly, Fixed fees |
| [Robert Friedman](https://find.wellspent.co/advisors/robert-friedman.md) | Central Park Financial Planning LLC | Rye Brook, New York | BS, CDFA, CFP, MBA | Ongoing planning fee |
| [Stacy Francis](https://find.wellspent.co/advisors/stacy-francis.md) | Francis Financial, Inc. | New York, New York | CDFA, CFP | Percentage of assets, Hourly |
| [David Tomback](https://find.wellspent.co/advisors/david-tomback.md) | Earndex, LLC | New York, New York | CFP, MBA | One-time planning fee |
| [Elizabeth Peck](https://find.wellspent.co/advisors/elizabeth-peck.md) | Frazier Financial Consultants | Chapel Hill, New York | CFP, MBA | Hourly |
| [Grace Stolberg](https://find.wellspent.co/advisors/grace-stolberg.md) | O'Keefe Stevens Advisory | Rochester, New York | CFP | Percentage of assets, One-time planning fee |
| [Justin Stevens](https://find.wellspent.co/advisors/justin-stevens.md) | O'Keefe Stevens Advisory | Rochester, New York | CFP | Percentage of assets, One-time planning fee |
| [Louise Bryant](https://find.wellspent.co/advisors/louise-bryant.md) | Financial Spyglass® | Rye, New York | CFP, MBA, RLP | Fixed fees |
| [Peter O'Keefe](https://find.wellspent.co/advisors/peter-o-keefe.md) | O'Keefe Stevens Advisory | Rochester, New York | CFP | Percentage of assets, One-time planning fee |
| [Anthony Ogorek](https://find.wellspent.co/advisors/anthony-ogorek.md) | Ogorek Wealth Management | Williamsville, New York | CFP | Percentage of assets, Fixed fees |
| [Douglas Augenthaler](https://find.wellspent.co/advisors/douglas-augenthaler.md) | Palumbo Wealth Management | Great Neck, New York | CFP, CFA | Percentage of assets, Fixed fees |
| [Jeffrey Viksjo](https://find.wellspent.co/advisors/jeffrey-viksjo.md) | Ogorek Wealth Management | Williamsville, New York | CFP, CFA | Percentage of assets, Fixed fees |
| [Joseph Rodriguez](https://find.wellspent.co/advisors/joseph-rodriguez.md) | Matriarch Wealth Management | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Kevin Burns](https://find.wellspent.co/advisors/kevin-burns.md) | Navwell Advisors | Garden City, New York | CFP | Flat fee or retainer, Ongoing planning fee, Percentage of assets |
| [Anne Chernish](https://find.wellspent.co/advisors/anne-chernish.md) | Anchor Capital Management | Ithaca, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Caleb Jennings](https://find.wellspent.co/advisors/caleb-jennings.md) | Sanderson Wealth Management | Buffalo, New York | CFP | Percentage of assets |
| [Chen Li](https://find.wellspent.co/advisors/chen-li.md) | GoalVest Advisory | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees |
| [Evan Kraft](https://find.wellspent.co/advisors/evan-kraft.md) | Sanderson Wealth Management | Buffalo, New York | CFP | Percentage of assets |
| [James Warner](https://find.wellspent.co/advisors/james-warner.md) | Sanderson Wealth Management | Buffalo, New York | CFP | Percentage of assets |
| [Jennifer Weber](https://find.wellspent.co/advisors/jennifer-weber.md) | Weber Asset Management | Lake Success, New York | CFP | Percentage of assets |
| [John Gullo](https://find.wellspent.co/advisors/john-gullo.md) | Sanderson Wealth Management | Buffalo, New York | CFP | Percentage of assets |
| [Justin Sanderson](https://find.wellspent.co/advisors/justin-sanderson.md) | Sanderson Wealth Management | Buffalo, New York | CFP | Percentage of assets |
| [Mark Chemtob](https://find.wellspent.co/advisors/mark-chemtob.md) | Chemistry Wealth Management, LLC. | New York, New York | CFP | Ongoing planning fee |
| [Nina Spezzaferro](https://find.wellspent.co/advisors/nina-spezzaferro.md) | Chemistry Wealth Management, LLC. | New York, New York | CFP | Ongoing planning fee |
| [Rakesh Budhram](https://find.wellspent.co/advisors/rakesh-budhram.md) | Prolific Solutions | Ozone Park, New York | CFP | Percentage of assets, Fixed fees |
| [Sevasti Balafas](https://find.wellspent.co/advisors/sevasti-balafas.md) | GoalVest Advisory | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees |
| [Timothy Domino](https://find.wellspent.co/advisors/timothy-domino.md) | Sanderson Wealth Management | Buffalo, New York | CFP | Percentage of assets |
| [Adam Magee](https://find.wellspent.co/advisors/adam-magee.md) | Whitney & Company | Rochester, New York | CFP | Percentage of assets, Fixed fees |
| [Christina Larkin](https://find.wellspent.co/advisors/christina-larkin.md) | Seneca Financial Advisors | Rochester, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Dalya Inhaber](https://find.wellspent.co/advisors/dalya-inhaber.md) | Minerva Wealth Advisory | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Edward Hadad](https://find.wellspent.co/advisors/edward-hadad.md) | Financial Asset Management | Chappaqua, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Elizabeth Raabe](https://find.wellspent.co/advisors/elizabeth-raabe.md) | Seneca Financial Advisors | Rochester, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Eugene Skorodinsky](https://find.wellspent.co/advisors/eugene-skorodinsky.md) | Minerva Wealth Advisory | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Maureen Whelan](https://find.wellspent.co/advisors/maureen-whelan.md) | Whelan Financial Planning | Cortlandt Manor, New York | CFP | One-time planning fee, Ongoing planning fee, Flat fee or retainer |
| [Sarah Stymus](https://find.wellspent.co/advisors/sarah-stymus.md) | Whitney & Company | Rochester, New York | CFP | Percentage of assets, Fixed fees |

Showing the first 50 of 410. The full list, page by page: https://find.wellspent.co/by/financial-advisors-500k-to-1-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).