Flat-fee financial advisors in New York
How do I find fee-only advisors who charge flat or fixed fees in New York?
In New York, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Chad Chase of CGN Advisors, LLC, Courtney McKenna of Altfest Personal Wealth Management and Shane Mason of Brooklyn FI.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Chad Chase CGN Advisors, LLC, Brooklyn Holds the CFP, CFA and CPA. Fees on file: ongoing planning fee.
- Courtney McKenna Altfest Personal Wealth Management, New York City Holds the CFP, CFA and CPA. Fees on file: ongoing planning fee.
- Shane Mason Brooklyn FI, Brooklyn Holds the CFP, CPA and EA. Fees on file: percentage of assets, ongoing planning fee.
- J. Scott Kittrell Modera Wealth Management, LLC, New York City Holds the CFP, CFA and CPA. Fees on file: percentage of assets, flat fee or retainer.
- Fabian Degen FMD Wealth Advisors, White Plains Holds the CFP, CFA and EA. Fees on file: hourly, percentage of assets.
- Kenneth Robinson Sax Wealth Advisors, LLC, New York City Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 861
- Firms
- 421
- Cities
- 149
- Hold the CFP
- 39%
- Other credentials: CFA 11% · CPA 2% · EA 2%
- How they charge (of 861 with fees on file): percentage of assets 90% · fixed fees 84% · hourly 56% · ongoing planning fee 10%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
How many fee-only advisors who charge flat or fixed fees in New York are there?
The Wellspent public graph lists 861 fee-only advisors who charge flat or fixed fees in New York, at 421 firms. We counted every advisor record that fits, as of November 2026.
Where are fee-only advisors who charge flat or fixed fees in New York located?
Of the 861 fee-only advisors who charge flat or fixed fees in New York, 248 are in New York, followed by 44 in Saratoga Springs and 43 in Rochester.
How do fee-only advisors who charge flat or fixed fees in New York charge?
The most common fee among fee-only advisors who charge flat or fixed fees in New York is a percentage of assets, used by 90% of the 861 with fees on file. Many use more than one: 84% charge fixed fees and 56% charge by the hour.
How many fee-only advisors who charge flat or fixed fees in New York hold the CFP?
39% of the 861 fee-only advisors who charge flat or fixed fees 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 who charge flat or fixed fees?
We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets.
What should I ask fee-only advisors who charge flat or fixed fees in New York?
What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees?
How current is this list of fee-only advisors who charge flat or fixed fees 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 861 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Igor Aronov Flat-fee and hourly planning that helps professionals, business owners and families sort through overlapping decisions during busy career and family years. | FAR Financial | Brooklyn | CFP | One-time planning fee, Hourly |
| Amir Noor | N Financial Plans | Huntington | CFP, CRPS, EA | Hourly, Ongoing planning fee |
| Andrew Altfest | Altfest Personal Wealth Management | New York | CFP, MBA | 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 |
| Courtney McKenna | Altfest Personal Wealth Management | New York | CFP, CLU, CFA, CPA/PFS | Ongoing 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 |
| Gabriel Kaplan | Wealth Habits | White Plains | CFP, CPA, MBA | Percentage of assets, Ongoing planning fee |
| 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 |
| Philip Murphy Independent, advice-only planning for people saving, investing or facing transitions like retirement, a new career or a health challenge. | IndiePlan LLC | Albany | CFP, CFA | Subscription, One-time 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 |
| Laura Rotter | True Abundance Advisors | White Plains | CFP, CFA, MBA | Percentage of assets, Ongoing planning fee |
| Tracy Sherwood | Sherwood Financial Management | Williamsville | CFP | Ongoing planning fee, One-time planning fee |
| Zachary Zwillinger | ZZ Planning LLC | New York | CFP, JD | Flat fee or retainer, Ongoing planning fee |
| Ally Jane Ayers | Brooklyn FI, LLC | Brooklyn | CFP, EA | Percentage of assets, Ongoing planning fee |
| Barbara Clemons Personal financial planning and money education workshops that address both the technical and emotional sides of financial decisions. | Clemons Financial Education Company | Fairport | CFP, CLU, ChFC, CASL | One-time planning fee, Hourly |
| Brett Koeppel | Eudaimonia Wealth LLC | Buffalo | CFP | Percentage of assets |
| Chad Chase | CGN Advisors, LLC | Brooklyn | CFP, MBA, CFA, BA | Ongoing planning fee |
| Christopher Congema | Landmark Wealth Management, LLC | New York | CFP | Percentage of assets |
| David Frisch | Frisch Financial Group, Inc. | New York | CFP, CPA/PFS, CFS, CDFA | Percentage of assets, Fixed fees |
| Gabriel Markiz | Portland Financial Advisors, Inc. | Port Washington | CFP, CPA/PFS, MSFP | Hourly, One-time planning fee |
| J. Scott Kittrell | Modera Wealth Management, LLC | New York | CFP, CFA, ACA, EA | Percentage of assets, Flat fee or retainer |
| Jennifer Kang | JWK Financial | New York | CFP | Flat fee or retainer, Ongoing planning fee |
| Justin Belkin | Financial Boss | Plainview | CFP, EA, MBA | Flat fee or retainer, Percentage of assets |
| Paul Coleman Iii | Free Time Financial LLC | Orchard Park | CFP | Flat fee or retainer, Ongoing planning fee |
| Shane Mason | Brooklyn FI | Brooklyn | CFP, CPA/PFS, CPWA, EA | Percentage of assets, Ongoing planning fee |
| Gerry Barrasso | United Financial Planning Group | Hauppauge | CFP, CPA, MBA, PFS | Percentage of assets, Hourly |
| Jose Vivero | United Financial Planning Group, LLC | New York | CFP, ChFC, CLU, RICP | Percentage of assets, Hourly |
| Kerry Mayo | Capital Financial Advisors of New York, LLC | Clifton Park | CFP, MA, MBA | Percentage of assets, Hourly |
| Matthew McKee | Target Rock Wealth Management | New York | CFA, CFP, MBA | Percentage of assets, Hourly |
| Richard McCormack | School of Personal Finance | Yorktown Heights | CFP, RICP | Percentage of assets, Hourly |
| Ryan Derousseau | United Financial Planning Group | Hauppauge | CFP, EA | 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 |
| David Rosenstrock | Wharton Wealth Planning | New York | CFP, MBA | Percentage of assets, Hourly |
| Kenneth Robinson | Sax Wealth Advisors, LLC | New York | CFP, JD, CPA, CFA | Percentage of assets, Hourly |
| Marc Vorchheimer | Integrated Financial Consulting | Monsey | CFP | Ongoing planning fee, One-time planning fee |
| Michael Robertson | Shelterbelt Advisors | Red Hook | CFP | One-time planning fee, 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 |
| Cindy Golub | G-Squared Advisory LLC | Mamaroneck | CFP, MBA | Hourly, Fixed fees |
| Cynthia Flannigan | MainStreet Financial Planning, Inc. | New York | CFP | Ongoing planning fee, One-time planning fee |
| Dann Ryan | Sincerus Advisory | New York | CFP | Percentage of assets, Fixed fees |
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