Advisors for under $500,000 in New York
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Fabian Degen FMD Wealth Advisors, White Plains Holds the CFP, CFA and EA. Fees on file: hourly, percentage of assets.
- Chad Chase CGN Advisors, LLC, Brooklyn Holds the CFP, CFA and CPA. Fees on file: ongoing planning fee.
- Deva Panambur Sarsi, LLC, New York City Holds the CFP, CFA and EA. Fees on file: percentage of assets, hourly.
- Scott Strohecker Bouchey Financial Group, Ltd., Troy Holds the CFP, CPA and EA. Fees on file: percentage of assets, fixed fees.
- Cristina Guglielmetti Future Perfect Planning, LLC, Brooklyn Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- Amir Noor N Financial Plans, Huntington Holds the CFP and EA. Fees on file: hourly, ongoing planning fee.
By the numbers
- Advisors listed
- 485
- Firms
- 286
- Cities
- 133
- Hold the CFP
- 42%
- Other credentials: CFA 8% · CPA 1% · EA 2%
- How they charge (of 485 with fees on file): percentage of assets 93% · fixed fees 66% · hourly 58% · ongoing planning fee 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 under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
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.
All 485 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Amir Noor | N Financial Plans | Huntington | CFP, CRPS, EA | Hourly, Ongoing planning fee |
| Chris Haigh | Iconoclastic Capital Management LLC | Brooklyn | CFP, ChFC, RICP | Percentage of assets, Ongoing planning fee |
| Christopher Marrone | Marrone Wealth Management LLC | New York | CFP | Ongoing planning fee, One-time planning fee |
| Curtis Pope | Pope Wealth Planning | New York | CFP | One-time planning fee, Ongoing planning fee |
| Fabian Degen | FMD Wealth Advisors | White Plains | CFP, CFA, EA, CDFA | Hourly, Percentage of assets |
| Gene Thompson | Iconoclastic Capital Management | Brooklyn | CFP, ChFC, RICP, Certified Student Loan Professional | Percentage of assets, Ongoing planning fee |
| Jared Paul | Capable Wealth | Albany | CFP, CIMA | Percentage of assets, Hourly |
| Kathryn Kubiak-Rizzone | About Time Financial Planning | Rochester | CFP | Flat fee or retainer, Ongoing planning fee |
| Erik Nero | First Step Wealth Planning, LLC | Wilton | CFP, RICP | Flat fee or retainer, Ongoing planning fee |
| Joe Forish | Fortrove Partners | New York | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Kaysi Gordon | Kaysi Gordon Financial Planning | Valley Stream | CFP, CPA, MBA | Percentage of assets, One-time planning fee |
| Brett Koeppel | Eudaimonia Wealth LLC | Buffalo | CFP | Percentage of assets |
| Chad Chase | CGN Advisors, LLC | Brooklyn | CFP, MBA, CFA, BA | Ongoing planning fee |
| Jennifer Kang | JWK Financial | New York | CFP | Flat fee or retainer, Ongoing planning fee |
| Paul Coleman Iii | Free Time Financial LLC | Orchard Park | CFP | Flat fee or retainer, Ongoing planning fee |
| Allison Vanaski | Arcadia Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Kerry Mayo | Capital Financial Advisors of New York, LLC | Clifton Park | CFP, MA, MBA | Percentage of assets, Hourly |
| Richard McCormack | School of Personal Finance | Yorktown Heights | CFP, RICP | Percentage of assets, Hourly |
| Sara Stanich | Cultivating Wealth | Brooklyn | CFP, CDFA, MBA | Percentage of assets, Flat fee or retainer |
| Cristina Guglielmetti | Future Perfect Planning, LLC | Brooklyn | CFP, EA, MBA | Percentage of assets, Ongoing planning fee |
| Rahimul Taher | Taher Financial Planning | Brooklyn | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Scott Strohecker | Bouchey Financial Group, Ltd. | Troy | CFP, EA, CPA | Percentage of assets, Fixed fees |
| Arthur Flores | Flores Wealth Planning, LLC | New York | CFP | Hourly, Flat fee or retainer |
| Cathleen Tobin | Moonbridge Financial Design, LLC | Rhinebeck | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Dann Ryan | Sincerus Advisory | New York | CFP | Percentage of assets, Fixed fees |
| David Flores Wilson | Sincerus Advisory | New York | CEPA, CFA, CFP | Percentage of assets, Fixed fees |
| Jeffrey Wolniewicz | Under Par Planning | Buffalo | CFP, ChFC, CLU, MBA | Ongoing planning fee, Percentage of assets |
| Luis Rosa | Build a Better Financial Future LLC | White Plains | CFP, EA | Percentage of assets, Flat fee or retainer |
| Nate Tomkiewicz | Tomkiewicz Wealth Management, LLC | Wynantskill | CFP | Percentage of assets |
| Connie Walsh-Toler | Adirondack Retirement Strategies LLC | Moreau | CFP, CRC | Percentage of assets, Fixed fees |
| Rajiv Dixit | Serenity Capital Advisors | Pittsford | CFP | Percentage of assets |
| Salvatore Paternico | W&S Management Services | Rochester | CFP, ChFC | Percentage of assets, Hourly |
| Scott Weiss | Weiss Financial Group | Mahopac | CFP, CRPC, AAMS, APMA | Percentage of assets, Hourly |
| Tamara Witham | GreenLife Advisors, LLC | Harrison | CFP, CFA, MBA | Percentage of assets, Hourly |
| George Harris | Bentham Wealth Advisors | Williamsville | CFP | Percentage of assets, Ongoing planning fee |
| Julie Ford | Ford Financial Solutions, LLC | New York | CFP, CPA | Ongoing planning fee, One-time planning fee |
| Matt Ricks | Haystack Financial Planning LLC | Syosset | CFP, MBA | Percentage of assets, Hourly |
| Meredith Briggs | Taconic Advisors, Inc. | Saugerties | CFP | Fixed fees |
| Michael Ryan | Marathon Mission | Latham | CFP | Percentage of assets, Fixed fees |
| Steven Witter | Bentham Wealth Advisors | Williamsville | CFP | Percentage of assets, Ongoing planning fee |
| Taylor Nissi On a mission to help Business Owners and High Achieving Professionals accelerate their wealth to build confidence, peace of mind, and clarity in their financial life. | Farther | White Plains | CFP | Percentage of assets, Flat fee or retainer |
| Adam Kalender | Milestone Asset Management Group | Pearl River | CFP | Flat fee or retainer |
| Andrew Fox | Fox Financial Services | White Plains | CFP | Percentage of assets |
| Jonathan Elks | Boerum Hill Financial Advisors | Brooklyn | CFP | Percentage of assets, One-time planning fee |
| Joseph Carbone | Focus Planning Group | Bayport | CFP | Percentage of assets, Hourly |
| Lawrence Blau | LL Financial Services | Ossining | CFP | Percentage of assets, Hourly |
| Matthew Hague | Guide Wealth Management | Putnam Valley | CFP | Percentage of assets |
| Peter Levine | Velara Wealth Management | New York | CFP, ChFC | Percentage of assets, Hourly |
| Benjamin Forte | Kickstand Wealth Advisors | Pittsford | CFP | Percentage of assets |
| Bryan Koslow | Clarus Group | New York | CFP | Percentage of assets, Hourly |
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