| Waris Rahemtulla | Fruitful | New York | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| William Walsh | Emissary Wealth | White Plain | Not listed | Percentage of assets, Ongoing planning fee |
| Adam Underwood | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Anthony Farella | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Brianna Melahn | Prism Planning & Solutions Group | White Plains | CFP | Percentage of assets, Fixed fees |
| David Carroll | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| David Krawczyk | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| David Yvars | The David J. Yvars Group | Valhalla | CFP | Percentage of assets |
| Diana Apostolova | Rochester Investments | Rochester | Not listed | Percentage of assets, Hourly |
| Douglas Burns | BPC Advisors | East Syracuse | CFP, CFA | Percentage of assets, Hourly |
| Eric McKean | Blue Elm Advisors | Holmes | Not listed | Percentage of assets, Ongoing planning fee |
| Geoffrey Wells | BPC Advisors | East Syracuse | CFP | Percentage of assets, Hourly |
| James Cornehlsen | Capstone Investment Financial Group | Webster | CFA | Percentage of assets, Hourly |
| John McGuire | MSM Financial Strategies | Bronxville | CFP | Percentage of assets, Hourly |
| Julia Peloso-Barnes | Prism Planning & Solutions Group | White Plains | CFP | Percentage of assets, Fixed fees |
| Kristen Euretig | Brooklyn Plans | Beacon | CFP | Ongoing planning fee |
| Lindsay La Fleur | LL Financial Services | Ossining | Not listed | Percentage of assets, Hourly |
| Nicholas Stancato | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Patrick Rohe | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Richard McKean | Blue Elm Advisors | Holmes | Not listed | Percentage of assets, Ongoing planning fee |
| Samuel Conway | Conway Financial Planning | Ithaca | CFP | Percentage of assets, Hourly |
| Sean Kearney | Amvoy Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Thomas Vaccaro | Briarcliff Manor Wealth Advisors | Saugerties | CFP | Percentage of assets, Hourly |
| Thomas Waring | Note Advisors | Buffalo | ChFC | Percentage of assets, Hourly |
| Yehoshua Sternbach | Yields4U | Melville | ChFC | Percentage of assets, Hourly |
| Zachary DeBottis | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Aaron Lieberman | Marathon Wealth Management, Inc. | Melville | CDFA, CFP | Percentage of assets, Hourly |
| Alana Stone | Heydorn|Stone Capital Management | Larchmont | CFP | Percentage of assets, Fixed fees |
| Amy Irvine | Irvine Wealth Planning Strategies, LLC | Jasper | CFP, EA, CDFA | Fixed fees |
| Andy Liang | Sylo Planning, LLC | Brooklyn | CFP | Percentage of assets, Hourly |
| Brandon Sullivan | Spring Street Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Brandon Tacconelli | Thinking Big Financial | Brooklyn | CFP | Ongoing planning fee |
| C. E. Scott Brewster | Brewster Financial Planning LLC | Brooklyn | CFP, MBA | Percentage of assets, Hourly |
| Chris Cinelli | Capital Insights Group of WNY, LLC. | Buffalo | CFP | Percentage of assets, Hourly |
| Christine Fusare | Kickstand Wealth Advisors | Pittsford | Not listed | Percentage of assets |
| Christopher Davis | Burns Matteson Capital Management | Corning | CFP | Percentage of assets, Hourly |
| Cynthia Zalewsky | Saratoga Investment Solutions Inc. | Saratoga Springs | CFP | Hourly, Fixed fees |
| Daniel Smith | FreeMind Financial Advisory | Shirley | Not listed | Percentage of assets |
| Deva Panambur | Sarsi, LLC | New York | BS, CFA, CFP, EA | Percentage of assets, Hourly |
| Eric Dieckhoff | ARCAP Partners | Plainview | Not listed | Percentage of assets, Fixed fees |
| Franklin Waung | Watts Capital | New York | Not listed | Percentage of assets, Performance-based fees |
| Garrett Edson | Clarus Group | New York | Not listed | Percentage of assets, Hourly |
| Harry Armon | ARCAP Partners | Plainview | Not listed | Percentage of assets, Fixed fees |
| Harvey Kraus | Walnut Investment Services | Brooklyn | Not listed | Percentage of assets, Hourly |
| Heather Proctor | Milestones Private Investment Advisors | Fairport | Not listed | Percentage of assets, Fixed fees |
| Ian Post | Fifth Set Private Wealth Management LLC | Harrison | CFA, CFP | Percentage of assets, Hourly |
| Jake Blum | Magnus Financial Group | New York | CFP | Percentage of assets, Hourly |
| James Devico | Mountain Pass Planning | Hopewell Junction | Not listed | Flat fee or retainer, Hourly |
| James Marrocco | Thinking Big Financial | Brooklyn | CFP, CFA | Ongoing planning fee |
| James Williams | Williams Financial, LLC | Saratoga Springs | CFP, MBA, CPA | Percentage of assets, Hourly |