Advisors for $500,000 to $1 million in New York
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.
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.
- Anthony Knight Greenspring Advisors, New York City Holds the CFP, CPA and EA. Fees on file: percentage of assets, fixed fees.
- Kenneth Robinson Sax Wealth Advisors, LLC, New York City Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Josefine Cays Bridgewater Advisors Inc., New York City Holds the CFP, CFA and EA. Fees on file: percentage of assets.
- Laura Rotter True Abundance Advisors, White Plains Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 410
- Firms
- 152
- Cities
- 77
- Hold the CFP
- 36%
- Other credentials: CFA 11% · CPA 1% · EA 1%
- How they charge (of 410 with fees on file): percentage of assets 94% · fixed fees 65% · hourly 50% · ongoing planning fee 5%
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 $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
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.
All 410 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Andrew Altfest | Altfest Personal Wealth Management | New York | CFP, MBA | Ongoing planning fee |
| Christopher Kehoe | R.W. Roge & Company, Inc. | Bohemia | CFA, MBA, AIF, CFP | Percentage of assets, One-time planning fee |
| Courtney McKenna | Altfest Personal Wealth Management | New York | CFP, CLU, CFA, CPA/PFS | Ongoing 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 |
| 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 |
| 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 |
| John Belluardo | Stewardship Financial Services, Inc. | Irvington | ChFC, MS | Flat fee or retainer, Hourly |
| Paul Sydlansky | Lake Road Advisors | Corning | CFP, MBA | Percentage of assets |
| Corey Peterson | Great Hill Advisory | Port Washington | CFP, EA | Percentage of assets, Fixed fees |
| Josefine Cays | Bridgewater Advisors Inc. | New York | CFA, CFP, EA | Percentage of assets |
| Rachel Sloan | Sloan Advisory Group, Inc. | Glens Falls | CFP, CRPC | Percentage of assets, Hourly |
| Robert Friedman | Central Park Financial Planning LLC | Rye Brook | BS, CDFA, CFP, MBA | Ongoing planning fee |
| Stacy Francis | Francis Financial, Inc. | New York | CDFA, CFP | Percentage of assets, Hourly |
| David Tomback | Earndex, LLC | New York | CFP, MBA | One-time planning fee |
| Elizabeth Peck | Frazier Financial Consultants | Chapel Hill | CFP, MBA | Hourly |
| Grace Stolberg | O'Keefe Stevens Advisory | Rochester | CFP | Percentage of assets, One-time planning fee |
| Justin Stevens | O'Keefe Stevens Advisory | Rochester | CFP | Percentage of assets, One-time planning fee |
| Louise Bryant | Financial Spyglass® | Rye | CFP, MBA, RLP | Fixed fees |
| Peter O'Keefe | O'Keefe Stevens Advisory | Rochester | CFP | Percentage of assets, One-time planning fee |
| Anthony Ogorek | Ogorek Wealth Management | Williamsville | CFP | Percentage of assets, Fixed fees |
| Douglas Augenthaler | Palumbo Wealth Management | Great Neck | CFP, CFA | Percentage of assets, Fixed fees |
| Jeffrey Viksjo | Ogorek Wealth Management | Williamsville | CFP, CFA | Percentage of assets, Fixed fees |
| Joseph Rodriguez | Matriarch Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Kevin Burns | Navwell Advisors | Garden City | CFP | Flat fee or retainer, Ongoing planning fee |
| Anne Chernish | Anchor Capital Management | Ithaca | CFP | Percentage of assets, Hourly |
| Caleb Jennings | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| Chen Li | GoalVest Advisory | New York | CFA | Percentage of assets, Hourly |
| Evan Kraft | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| James Warner | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| Jennifer Weber | Weber Asset Management | Lake Success | CFP | Percentage of assets |
| John Gullo | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| Justin Sanderson | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| Mark Chemtob | Chemistry Wealth Management, LLC. | New York | CFP | Ongoing planning fee |
| Nina Spezzaferro | Chemistry Wealth Management, LLC. | New York | CFP | Ongoing planning fee |
| Rakesh Budhram | Prolific Solutions | Ozone Park | CFP | Percentage of assets, Fixed fees |
| Sevasti Balafas | GoalVest Advisory | New York | CFA | Percentage of assets, Hourly |
| Timothy Domino | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| Adam Magee | Whitney & Company | Rochester | CFP | Percentage of assets, Fixed fees |
| Christina Larkin | Seneca Financial Advisors | Rochester | CFP | Percentage of assets, Hourly |
| Dalya Inhaber | Minerva Wealth Advisory | New York | CFP | Percentage of assets, Hourly |
| Edward Hadad | Financial Asset Management | Chappaqua | CFP | Percentage of assets, Hourly |
| Elizabeth Raabe | Seneca Financial Advisors | Rochester | CFP | Percentage of assets, Hourly |
| Eugene Skorodinsky | Minerva Wealth Advisory | New York | CFP | Percentage of assets, Hourly |
| Maureen Whelan | Whelan Financial Planning | Cortlandt Manor | CFP | One-time planning fee, Ongoing planning fee |
| Sarah Stymus | Whitney & Company | Rochester | CFP | Percentage of assets, Fixed fees |
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