# Advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Fabian Degen of FMD Wealth Advisors, Chad Chase of CGN Advisors, LLC and Deva Panambur of Sarsi, LLC.

Page: https://find.wellspent.co/by/financial-advisors-under-500k/new-york/
485 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 under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Fabian Degen of FMD Wealth Advisors, Chad Chase of CGN Advisors, LLC and Deva Panambur of Sarsi, LLC.

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

The Wellspent public graph lists 485 fee-only advisors for under $500,000 in New York, at 286 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000.

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

Of the 485 fee-only advisors for under $500,000 in New York, 83 are in New York, followed by 27 in Brooklyn and 19 in Syracuse.

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

The most common fee among fee-only advisors for under $500,000 in New York is a percentage of assets, used by 93% of the 485 with fees on file. Many use more than one: 66% charge fixed fees and 58% charge by the hour.

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

42% of the 485 fee-only advisors for under $500,000 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 under $500,000?

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 under $500,000 in New York?

Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?

## How current is this list of fee-only advisors for under $500,000 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 |
|---|---|---|---|---|
| [Amir Noor](https://find.wellspent.co/advisors/amir-noor.md) | N Financial Plans | Huntington, New York | CFP, CRPS, EA | Hourly, Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Chris Haigh](https://find.wellspent.co/advisors/chris-haigh.md) | Iconoclastic Capital Management LLC | Brooklyn, New York | CFP, ChFC, RICP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Christopher Marrone](https://find.wellspent.co/advisors/christopher-marrone.md) | Marrone Wealth Management LLC | New York, New York | CFP | Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Curtis Pope](https://find.wellspent.co/advisors/curtis-pope.md) | Pope Wealth Planning | New York, New York | CFP | One-time planning fee, Ongoing planning fee, Flat fee or retainer, Percentage of assets |
| [Fabian Degen](https://find.wellspent.co/advisors/fabian-degen.md) | FMD Wealth Advisors | White Plains, New York | CFP, CFA, EA, CDFA | Hourly, Percentage of assets |
| [Gene Thompson](https://find.wellspent.co/advisors/gene-thompson.md) | Iconoclastic Capital Management | Brooklyn, New York | CFP, ChFC, RICP, Certified Student Loan Professional, CLU | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Jared Paul](https://find.wellspent.co/advisors/jared-paul.md) | Capable Wealth | Albany, New York | CFP, CIMA | Percentage of assets, Hourly, Fixed fees |
| [Kathryn Kubiak-Rizzone](https://find.wellspent.co/advisors/kathryn-kubiak-rizzone.md) | About Time Financial Planning | Rochester, New York | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Erik Nero](https://find.wellspent.co/advisors/erik-nero.md) | First Step Wealth Planning, LLC | Wilton, New York | CFP, RICP | Flat fee or retainer, Ongoing planning fee |
| [Joe Forish](https://find.wellspent.co/advisors/joe-forish.md) | Fortrove Partners | New York, New York | CFP, CFA | Percentage of assets, Ongoing planning fee |
| [Kaysi Gordon](https://find.wellspent.co/advisors/kaysi-gordon.md) | Kaysi Gordon Financial Planning | Valley Stream, New York | CFP, CPA, MBA | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Brett Koeppel](https://find.wellspent.co/advisors/brett-koeppel.md) | Eudaimonia Wealth LLC | Buffalo, New York | CFP | Percentage of assets |
| [Chad Chase](https://find.wellspent.co/advisors/chad-chase.md) | CGN Advisors, LLC | Brooklyn, New York | CFP, MBA, CFA, BA, CPA/PFS, CIMA, ChSNC, CDFA, RFC, EA | Ongoing planning fee |
| [Jennifer Kang](https://find.wellspent.co/advisors/jennifer-kang.md) | JWK Financial | New York, New York | CFP | Flat fee or retainer, Ongoing planning fee |
| [Paul Coleman Iii](https://find.wellspent.co/advisors/paul-coleman-iii.md) | Free Time Financial LLC | Orchard Park, New York | CFP | Flat fee or retainer, Ongoing planning fee |
| [Allison Vanaski](https://find.wellspent.co/advisors/allison-vanaski.md) | Arcadia Wealth Management | New York, New York | CFP | Percentage of assets, Hourly |
| [Kerry Mayo](https://find.wellspent.co/advisors/kerry-mayo.md) | Capital Financial Advisors of New York, LLC | Clifton Park, New York | CFP, MA, MBA | Percentage of assets, Hourly, Fixed fees |
| [Richard McCormack](https://find.wellspent.co/advisors/richard-mccormack.md) | School of Personal Finance | Yorktown Heights, New York | CFP, RICP | Percentage of assets, Hourly, One-time planning fee |
| [Sara Stanich](https://find.wellspent.co/advisors/sara-stanich.md) | Cultivating Wealth | Brooklyn, New York | CFP, CDFA, MBA | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Cristina Guglielmetti](https://find.wellspent.co/advisors/cristina-guglielmetti.md) | Future Perfect Planning, LLC | Brooklyn, New York | CFP, EA, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly |
| [Rahimul Taher](https://find.wellspent.co/advisors/rahimul-taher.md) | Taher Financial Planning | Brooklyn, New York | CFP, EA | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Scott Strohecker](https://find.wellspent.co/advisors/scott-strohecker.md) | Bouchey Financial Group, Ltd. | Troy, New York | CFP, EA, CPA | Percentage of assets, Fixed fees |
| [Arthur Flores](https://find.wellspent.co/advisors/arthur-flores.md) | Flores Wealth Planning, LLC | New York, New York | CFP | Hourly, Flat fee or retainer, Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Cathleen Tobin](https://find.wellspent.co/advisors/cathleen-tobin.md) | Moonbridge Financial Design, LLC | Rhinebeck, New York | CFP, MBA | Percentage of assets, Ongoing planning fee |
| [Dann Ryan](https://find.wellspent.co/advisors/dann-ryan.md) | Sincerus Advisory | New York, New York | CFP | Percentage of assets, Fixed fees |
| [David Flores Wilson](https://find.wellspent.co/advisors/david-flores-wilson.md) | Sincerus Advisory | New York, New York | CEPA, CFA, CFP | Percentage of assets, Fixed fees |
| [Jeffrey Wolniewicz](https://find.wellspent.co/advisors/jeffrey-wolniewicz.md) | Under Par Planning | Buffalo, New York | CFP, ChFC, CLU, MBA, RICP, RLP | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Luis Rosa](https://find.wellspent.co/advisors/luis-rosa.md) | Build a Better Financial Future LLC | White Plains, New York | CFP, EA | Percentage of assets, Flat fee or retainer |
| [Nate Tomkiewicz](https://find.wellspent.co/advisors/nate-tomkiewicz.md) | Tomkiewicz Wealth Management, LLC | Wynantskill, New York | CFP | Percentage of assets |
| [Connie Walsh-Toler](https://find.wellspent.co/advisors/connie-walsh-toler.md) | Adirondack Retirement Strategies LLC | Moreau, New York | CFP, CRC | Percentage of assets, Fixed fees |
| [Rajiv Dixit](https://find.wellspent.co/advisors/rajiv-dixit.md) | Serenity Capital Advisors | Pittsford, New York | CFP | Percentage of assets |
| [Salvatore Paternico](https://find.wellspent.co/advisors/salvatore-paternico.md) | W&S Management Services | Rochester, New York | CFP, ChFC | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Scott Weiss](https://find.wellspent.co/advisors/scott-weiss.md) | Weiss Financial Group | Mahopac, New York | CFP, CRPC, AAMS, APMA, RICP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Tamara Witham](https://find.wellspent.co/advisors/tamara-witham.md) | GreenLife Advisors, LLC | Harrison, New York | CFP, CFA, MBA | Percentage of assets, Hourly, Fixed fees |
| [George Harris](https://find.wellspent.co/advisors/george-harris.md) | Bentham Wealth Advisors | Williamsville, New York | CFP | Percentage of assets, Ongoing planning fee |
| [Julie Ford](https://find.wellspent.co/advisors/julie-ford.md) | Ford Financial Solutions, LLC | New York, New York | CFP, CPA | Ongoing planning fee, One-time planning fee |
| [Matt Ricks](https://find.wellspent.co/advisors/matt-ricks.md) | Haystack Financial Planning LLC | Syosset, New York | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Meredith Briggs](https://find.wellspent.co/advisors/meredith-briggs.md) | Taconic Advisors, Inc. | Saugerties, New York | CFP | Fixed fees |
| [Michael Ryan](https://find.wellspent.co/advisors/michael-ryan-2212989.md) | Marathon Mission | Latham, New York | CFP | Percentage of assets, Fixed fees |
| [Steven Witter](https://find.wellspent.co/advisors/steven-witter.md) | Bentham Wealth Advisors | Williamsville, New York | CFP | Percentage of assets, Ongoing planning fee |
| [Taylor Nissi](https://find.wellspent.co/advisors/taylor-nissi.md) | Farther | White Plains, New York | CFP | Percentage of assets, Flat fee or retainer |
| [Adam Kalender](https://find.wellspent.co/advisors/adam-kalender.md) | Milestone Asset Management Group | Pearl River, New York | CFP | Flat fee or retainer |
| [Andrew Fox](https://find.wellspent.co/advisors/andrew-fox.md) | Fox Financial Services | White Plains, New York | CFP | Percentage of assets |
| [Jonathan Elks](https://find.wellspent.co/advisors/jonathan-elks.md) | Boerum Hill Financial Advisors | Brooklyn, New York | CFP | Percentage of assets, One-time planning fee |
| [Joseph Carbone](https://find.wellspent.co/advisors/joseph-carbone.md) | Focus Planning Group | Bayport, New York | CFP | Percentage of assets, Hourly, Flat fee or retainer, One-time planning fee |
| [Lawrence Blau](https://find.wellspent.co/advisors/lawrence-blau.md) | LL Financial Services | Ossining, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Matthew Hague](https://find.wellspent.co/advisors/matthew-hague.md) | Guide Wealth Management | Putnam Valley, New York | CFP | Percentage of assets |
| [Peter Levine](https://find.wellspent.co/advisors/peter-levine.md) | Velara Wealth Management | New York, New York | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Benjamin Forte](https://find.wellspent.co/advisors/benjamin-forte.md) | Kickstand Wealth Advisors | Pittsford, New York | CFP | Percentage of assets |
| [Bryan Koslow](https://find.wellspent.co/advisors/bryan-koslow.md) | Clarus Group | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees |

Showing the first 50 of 485. The full list, page by page: https://find.wellspent.co/by/financial-advisors-under-500k/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).