# Advisors for over $3 million in New York > In New York, look for a fee-only firm that already serves clients your size and has tax and estate depth on the team. Ask how the fee scales, because a small difference in percentage is large in dollars. Records to start with include Gabriel Kaplan of Wealth Habits, Gregory Stewart of Two West Capital Advisors and Darren Godsell of MIO Partners. Page: https://find.wellspent.co/by/financial-advisors-over-3-million/new-york/ 49 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 over $3 million in New York? In New York, look for a fee-only firm that already serves clients your size and has tax and estate depth on the team. Ask how the fee scales, because a small difference in percentage is large in dollars. Records to start with include Gabriel Kaplan of Wealth Habits, Gregory Stewart of Two West Capital Advisors and Darren Godsell of MIO Partners. ## How many fee-only advisors for over $3 million in New York are there? The Wellspent public graph lists 49 fee-only advisors for over $3 million in New York, at 15 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is over $3 million. ## Where are fee-only advisors for over $3 million in New York located? Of the 49 fee-only advisors for over $3 million in New York, 20 are in New York, followed by 20 in Saratoga Springs and 2 in Port Washington. ## How do fee-only advisors for over $3 million in New York charge? The most common fee among fee-only advisors for over $3 million in New York is a percentage of assets, used by 98% of the 49 with fees on file. Many use more than one: 76% charge fixed fees and 65% charge performance-based fees. ## How many fee-only advisors for over $3 million in New York hold the CFP? 6% of the 49 fee-only advisors for over $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 over $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 over $3 million in New York? What would I pay in dollars each year on my balance? Who on your team handles tax and estate work? How many clients my size do you serve? How do you handle private investments? ## How current is this list of fee-only advisors for over $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 | |---|---|---|---|---| | [Gabriel Kaplan](https://find.wellspent.co/advisors/gabriel-kaplan.md) | Wealth Habits | White Plains, New York | CFP, CPA, MBA | Percentage of assets, Ongoing planning fee | | [Mariette Campbell](https://find.wellspent.co/advisors/mariette-campbell.md) | Osprey Private Wealth | New York, New York | CFP | Percentage of assets | | [John Roscoe](https://find.wellspent.co/advisors/john-roscoe.md) | Osprey Private Wealth | New York, New York | CFA | Percentage of assets | | [Thomas Cefalu](https://find.wellspent.co/advisors/thomas-cefalu.md) | Downtown Wealth Studios | New York, New York | | Percentage of assets, Fixed fees | | [Jason Wood](https://find.wellspent.co/advisors/jason-wood.md) | Rothschild Capital Partners | New York, New York | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [John Youngman](https://find.wellspent.co/advisors/john-youngman.md) | Osprey Private Wealth | New York, New York | | Percentage of assets | | [Daniel Harnish](https://find.wellspent.co/advisors/daniel-harnish.md) | Miller Investment Management | New York, New York | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Jonathan Roberts](https://find.wellspent.co/advisors/jonathan-roberts.md) | Klingenstein Fields Advisors | New York, New York | CFA, CIC | Percentage of assets, Fixed fees, Performance-based fees | | [Laurence Ach](https://find.wellspent.co/advisors/laurence-ach.md) | Klingenstein Fields Advisors | New York, New York | CIC | Percentage of assets, Fixed fees, Performance-based fees | | [Jennifer Cornish](https://find.wellspent.co/advisors/jennifer-cornish.md) | BeauMorgan | Pittsford, New York | | Percentage of assets, Hourly, Subscription, Fixed fees | | [John Duebendorfer](https://find.wellspent.co/advisors/john-duebendorfer.md) | Artemis Wealth Advisors | Port Washington, New York | | Percentage of assets, Performance-based fees | | [Justin Berrie](https://find.wellspent.co/advisors/justin-berrie.md) | Capital Counsel | New York, New York | | Percentage of assets | | [Lauren Blum](https://find.wellspent.co/advisors/lauren-blum.md) | Capital Counsel | New York, New York | | Percentage of assets | | [Matthew Friedman](https://find.wellspent.co/advisors/matthew-friedman.md) | Capital Counsel | New York, New York | | Percentage of assets | | [Nicole Scarpati](https://find.wellspent.co/advisors/nicole-scarpati.md) | Capital Counsel | New York, New York | | Percentage of assets | | [Peter Rup](https://find.wellspent.co/advisors/peter-rup.md) | Artemis Wealth Advisors | Port Washington, New York | | Percentage of assets, Performance-based fees | | [Samuel Magid](https://find.wellspent.co/advisors/samuel-magid.md) | Capital Counsel | New York, New York | | Percentage of assets | | [Terence Greene](https://find.wellspent.co/advisors/terence-greene.md) | Capital Counsel | New York, New York | | Percentage of assets | | [David Raphael](https://find.wellspent.co/advisors/david-raphael.md) | Klingenstein Fields Advisors | New York, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [James Fields](https://find.wellspent.co/advisors/james-fields.md) | Klingenstein Fields Advisors | New York, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [Kenneth Pollinger](https://find.wellspent.co/advisors/kenneth-pollinger.md) | Klingenstein Fields Advisors | New York, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [Gregory Stewart](https://find.wellspent.co/advisors/gregory-stewart.md) | Two West Capital Advisors | Elmira, New York | CFP, ChFC | Percentage of assets, Fixed fees | | [Amy Seagroatt](https://find.wellspent.co/advisors/amy-seagroatt.md) | Shade Tree Advisors | Saratoga Springs, New York | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Andrei Belov](https://find.wellspent.co/advisors/andrei-belov.md) | Shade Tree Advisors | Saratoga Springs, New York | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Darren Godsell](https://find.wellspent.co/advisors/darren-godsell.md) | MIO Partners | New York, New York | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Ryan McLaughlin](https://find.wellspent.co/advisors/ryan-mclaughlin-6722019.md) | Shade Tree Advisors | Saratoga Springs, New York | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Abigail Rafferty](https://find.wellspent.co/advisors/abigail-rafferty.md) | Shade Tree Advisors | Saratoga Springs, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [Adrienne Knapp](https://find.wellspent.co/advisors/adrienne-knapp.md) | Shade Tree Advisors | Saratoga Springs, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [Alejandro Aleman](https://find.wellspent.co/advisors/alejandro-aleman.md) | Volumetric Advisers | Pearl River, New York | | Percentage of assets, Fixed fees | | [Bridget Horan](https://find.wellspent.co/advisors/bridget-horan.md) | Shade Tree Advisors | Saratoga Springs, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [Christopher Tortoriello](https://find.wellspent.co/advisors/christopher-tortoriello.md) | MIO Partners | New York, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [Daniel Lovaglio](https://find.wellspent.co/advisors/daniel-lovaglio.md) | Shade Tree Advisors | Saratoga Springs, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [Jeffrey Gibs](https://find.wellspent.co/advisors/jeffrey-gibs.md) | Volumetric Advisers | Pearl River, New York | | Percentage of assets, Fixed fees | | [Jesse George](https://find.wellspent.co/advisors/jesse-george.md) | Shade Tree Advisors | Saratoga Springs, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [John McCarthy](https://find.wellspent.co/advisors/john-mccarthy-7220087.md) | Shade Tree Advisors | Saratoga Springs, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [Joseph Raimond](https://find.wellspent.co/advisors/joseph-raimond.md) | Raimond Wealth Management | Getzville, New York | | Percentage of assets, Hourly, Fixed fees | | [Joshua Hipwell](https://find.wellspent.co/advisors/joshua-hipwell.md) | Shade Tree Advisors | Saratoga Springs, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [Keith Egbert](https://find.wellspent.co/advisors/keith-egbert.md) | Shade Tree Advisors | Saratoga Springs, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [Kyle Boni](https://find.wellspent.co/advisors/kyle-boni.md) | Shade Tree Advisors | Saratoga Springs, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [Madeline Johnson](https://find.wellspent.co/advisors/madeline-johnson.md) | Shade Tree Advisors | Saratoga Springs, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [Mark Jensen](https://find.wellspent.co/advisors/mark-jensen.md) | Shade Tree Advisors | Saratoga Springs, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [Matthew Lawson](https://find.wellspent.co/advisors/matthew-lawson.md) | Shade Tree Advisors | Saratoga Springs, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [Matthew Salisbury](https://find.wellspent.co/advisors/matthew-salisbury.md) | Shade Tree Advisors | Saratoga Springs, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [Stephen Cutting-Miller](https://find.wellspent.co/advisors/stephen-cutting-miller.md) | Shade Tree Advisors | Saratoga Springs, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [Thomas Burke](https://find.wellspent.co/advisors/thomas-burke.md) | Shade Tree Advisors | Saratoga Springs, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [Thomas Hogan](https://find.wellspent.co/advisors/thomas-hogan.md) | Shade Tree Advisors | Saratoga Springs, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [Ukamaka Onyekelu-Eze](https://find.wellspent.co/advisors/ukamaka-onyekelu-eze.md) | Atwood Financial Planning | Richmond Hill, New York | | Hourly, Fixed fees | | [William Brosnan](https://find.wellspent.co/advisors/william-brosnan.md) | MIO Partners | New York, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [Zachary Scala](https://find.wellspent.co/advisors/zachary-scala.md) | Shade Tree Advisors | Saratoga Springs, New York | | Percentage of assets, Fixed fees, Performance-based fees | ## 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).