Advisors for over $3 million in New York
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Gabriel Kaplan Wealth Habits, White Plains Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Gregory Stewart Two West Capital Advisors, Elmira Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Darren Godsell MIO Partners, New York City Holds the CFA. Fees on file: percentage of assets, fixed fees.
- John Roscoe Osprey Private Wealth, New York City Holds the CFA. Fees on file: percentage of assets.
- Daniel Harnish Miller Investment Management, New York City Holds the CFA. Fees on file: percentage of assets, fixed fees.
- Amy Seagroatt Shade Tree Advisors, Saratoga Springs Holds the CFA. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 49
- Firms
- 15
- Cities
- 9
- Hold the CFP
- 6%
- Other credentials: CFA 14% · CPA 2% · ChFC 2%
- How they charge (of 49 with fees on file): percentage of assets 98% · fixed fees 76% · performance-based fees 65% · hourly 8%
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 over $3 million by state
Questions about advisors for over $3 million
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.
All 49 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Gabriel Kaplan | Wealth Habits | White Plains | CFP, CPA, MBA | Percentage of assets, Ongoing planning fee |
| Mariette Campbell | Osprey Private Wealth | New York | CFP | Percentage of assets |
| John Roscoe | Osprey Private Wealth | New York | CFA | Percentage of assets |
| Thomas Cefalu | Downtown Wealth Studios | New York | Not listed | Percentage of assets, Fixed fees |
| Jason Wood | Rothschild Capital Partners | New York | Not listed | Percentage of assets, Hourly |
| John Youngman | Osprey Private Wealth | New York | Not listed | Percentage of assets |
| Daniel Harnish | Miller Investment Management | New York | CFA | Percentage of assets, Fixed fees |
| Jonathan Roberts | Klingenstein Fields Advisors | New York | CFA, CIC | Percentage of assets, Fixed fees |
| Laurence Ach | Klingenstein Fields Advisors | New York | CIC | Percentage of assets, Fixed fees |
| Jennifer Cornish | BeauMorgan | Pittsford | Not listed | Percentage of assets, Hourly |
| John Duebendorfer | Artemis Wealth Advisors | Port Washington | Not listed | Percentage of assets, Performance-based fees |
| Justin Berrie | Capital Counsel | New York | Not listed | Percentage of assets |
| Lauren Blum | Capital Counsel | New York | Not listed | Percentage of assets |
| Matthew Friedman | Capital Counsel | New York | Not listed | Percentage of assets |
| Nicole Scarpati | Capital Counsel | New York | Not listed | Percentage of assets |
| Peter Rup | Artemis Wealth Advisors | Port Washington | Not listed | Percentage of assets, Performance-based fees |
| Samuel Magid | Capital Counsel | New York | Not listed | Percentage of assets |
| Terence Greene | Capital Counsel | New York | Not listed | Percentage of assets |
| David Raphael | Klingenstein Fields Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| James Fields | Klingenstein Fields Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Kenneth Pollinger | Klingenstein Fields Advisors | New York | Not listed | Percentage of assets, Fixed fees |
| Gregory Stewart | Two West Capital Advisors | Elmira | CFP, ChFC | Percentage of assets, Fixed fees |
| Amy Seagroatt | Shade Tree Advisors | Saratoga Springs | CFA | Percentage of assets, Fixed fees |
| Andrei Belov | Shade Tree Advisors | Saratoga Springs | CFA | Percentage of assets, Fixed fees |
| Darren Godsell | MIO Partners | New York | CFA | Percentage of assets, Fixed fees |
| Ryan McLaughlin | Shade Tree Advisors | Saratoga Springs | CFA | Percentage of assets, Fixed fees |
| Abigail Rafferty | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Adrienne Knapp | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Alejandro Aleman | Volumetric Advisers | Pearl River | Not listed | Percentage of assets, Fixed fees |
| Bridget Horan | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Christopher Tortoriello | MIO Partners | New York | Not listed | Percentage of assets, Fixed fees |
| Daniel Lovaglio | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Gibs | Volumetric Advisers | Pearl River | Not listed | Percentage of assets, Fixed fees |
| Jesse George | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| John McCarthy | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Joseph Raimond | Raimond Wealth Management | Getzville | Not listed | Percentage of assets, Hourly |
| Joshua Hipwell | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Keith Egbert | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Kyle Boni | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Madeline Johnson | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Mark Jensen | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Matthew Lawson | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Matthew Salisbury | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Stephen Cutting-Miller | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Thomas Burke | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Thomas Hogan | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Ukamaka Onyekelu-Eze | Atwood Financial Planning | Richmond Hill | Not listed | Hourly, Fixed fees |
| William Brosnan | MIO Partners | New York | Not listed | Percentage of assets, Fixed fees |
| Zachary Scala | Shade Tree Advisors | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
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