| Chad Goodchild | Kickstand Wealth Advisors | Pittsford | CFP | Percentage of assets |
| Corey Ernisse | Kickstand Wealth Advisors | Pittsford | CFP | Percentage of assets |
| Devyn Little | Kickstand Wealth Advisors | Pittsford | CFP | Percentage of assets |
| Dyer McCabe | Kilter Group | Rhinebeck | CFP, ChFC | Percentage of assets, Fixed fees |
| Jacob Schlicht | Kickstand Wealth Advisors | Pittsford | CFP | Percentage of assets |
| James Kaffenbarger | BCK Partners | Corning | CFP | Percentage of assets |
| Larry Sprung Bringing JOY to Your Money Journey™ | Mitlin Financial, Inc | Hauppauge | CFP | Percentage of assets, Flat fee or retainer |
| Peter Egolf | Kilter Group | Rhinebeck | CFP | Percentage of assets, Fixed fees |
| Robert Weinstein | Round Rock Advisors | Harrison | CFP, PFS | Percentage of assets, Fixed fees |
| Sarah Creath | BCK Partners | Corning | CFP | Percentage of assets |
| Adam Frank | Frank Finances | New York | CFP | Ongoing planning fee, One-time planning fee |
| Andrew Pallas | Minich MacGregor Wealth Management | Saratoga Springs | CFP | Percentage of assets, Fixed fees |
| Angela Hall | Note Advisors | Hamburg | CFP | Percentage of assets, Hourly |
| Barry Picker | Meisels, Kunstler, Picker & Auerbach | Cedarhurst | CFP | Percentage of assets, Hourly |
| Bernard Murphy | Arista Advisory Group | Albany | CFP | Percentage of assets, Hourly |
| Brenton Smith | Minich MacGregor Wealth Management | Albany | CFP | Percentage of assets, Fixed fees |
| Brian Ward | W&S Management Services | Rochester | Not listed | Percentage of assets, Hourly |
| Chelsea Makowski | Senior Financial and Tax | Orchard Park | CFP | Percentage of assets, Fixed fees |
| Cory Laird | Minich MacGregor Wealth Management | Saratoga Springs | CFP | Percentage of assets, Fixed fees |
| Darren Leader | Acacia Grove Wealth | Schenectady | CFA | Percentage of assets, Hourly |
| Emily Maretsky | Educated Financial Planning | Astoria | Not listed | Ongoing planning fee, One-time planning fee |
| Erika Safran | Safran Wealth Advisors | New York | CFP | Percentage of assets, Hourly |
| Eustache Clerveaux | Fidare Wealth Solutions | New York | CFP | Percentage of assets, Hourly |
| James Cox | Peak Wealth Management | Saratoga Springs | CFP, ChFC | Percentage of assets, Hourly |
| John Jackson | Stewards Advisory Services | Yonkers | CFP | Percentage of assets, Hourly |
| Rupesh Goyal | Alphanso | Rochester | Not listed | Flat fee or retainer, Ongoing planning fee |
| Shawn Glogowski | Note Advisors | Buffalo | CFP | Percentage of assets, Hourly |
| Thomas Conway | Note Advisors | Buffalo | CFP | Percentage of assets, Hourly |
| Angela Oneill | The Strebel Planning Group | Ithaca | CFP | Percentage of assets, Hourly |
| Arynton Hardy I work with tech employees, founders, and high-performers navigating equity, liquidity events, and non-traditional income. | Savvy | New York | Not listed | Percentage of assets, One-time planning fee |
| Brianna Sullivan | Fruitful | New York | CFP | Percentage of assets, Ongoing planning fee |
| Cheng Luo | HHL Wealth Advisors | Flushing | Not listed | Flat fee or retainer, One-time planning fee |
| Clayton Gardner Award-winning modern wealth management firm for high earning professionals. | Titan | New York | Not listed | Percentage of assets, Subscription |
| Congzhu Yang | HHL Wealth Advisors | Flushing | Not listed | Flat fee or retainer, One-time planning fee |
| Evan Ryan | Marathon Mission | Latham | Not listed | Percentage of assets, Fixed fees |
| George Waters | Infiniti Wealth Management | Brewster | CFP | Percentage of assets, Hourly |
| Grant Hall | Fruitful | New York | CFP | Percentage of assets, Ongoing planning fee |
| Jason Dongelewic | Marathon Mission | Latham | Not listed | Percentage of assets, Fixed fees |
| John O'Brien | O'Brien Capital Management | Nyack | CFP | Hourly, One-time planning fee |
| Laura Sodorsky | Marathon Mission | Latham | Not listed | Percentage of assets, Fixed fees |
| Michael Brady Approachable planning, without compromise. Many have accounts, if you have a plan. | Clarity Advisors | Buffalo | Not listed | Percentage of assets, One-time planning fee |
| Michael Durante | Infiniti Wealth Management | Brewster | CFP | Percentage of assets, Hourly |
| Michael Tom | AtwoB. | Katonah | CFP | Percentage of assets, Hourly |
| Paul Strebel | The Strebel Planning Group | Ithaca | CFP | Percentage of assets, Hourly |
| Priscilla Baker Jones | Occam Capital® Management | Pittsford | CFP | Percentage of assets |
| Raquel Tennant | Fruitful | New York | CFP | Percentage of assets, Ongoing planning fee |
| Richard Moldenhauer | Moldenhauer & Associates | Orchard Park | ChFC | Percentage of assets, Hourly |
| Robert Just | Main Street Wealth Management | Baldwinsville | CFP | Percentage of assets, Flat fee or retainer |
| Taunya Abaya | Abaya Wealth Management | Buffalo | CFP | Percentage of assets, Hourly |
| Thomas Watts | Watts Capital | New York | CFA | Percentage of assets, Performance-based fees |