| Kristen Euretig | Brooklyn Plans | Beacon | CFP | Ongoing planning fee |
| Lindsay La Fleur | LL Financial Services | Ossining | Not listed | Percentage of assets, Hourly |
| Matthew Darcy | Seneca Financial Advisors | Rochester | CFA | Percentage of assets, Hourly |
| Mervin Burton | Beatrice Advisors | New York | CFA | Percentage of assets, Fixed fees |
| Michael Nelson | Eagle Bay Family Office | New York | CFA | 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 |
| Peter Dizdar | Palumbo Wealth Management | Great Neck | Not listed | Percentage of assets, Fixed fees |
| Richard McKean | Blue Elm Advisors | Holmes | Not listed | Percentage of assets, Ongoing planning fee |
| Robert Alonso | Third Eye Associates | Red Hook | Not listed | Percentage of assets |
| Robert Pickels | Whitney & Company | Rochester | CFA | Percentage of assets, Fixed fees |
| Samuel Conway | Conway Financial Planning | Ithaca | CFP | Percentage of assets, Hourly |
| Scott Lefebre | Seneca Financial Advisors | Rochester | PFS | Percentage of assets, Hourly |
| Scott Nasca | Generation Capital Management | Pittsford | CFA | Percentage of assets |
| Sean Kearney | Amvoy Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Stephen Engel | Palumbo Wealth Management | Great Neck | Not listed | Percentage of assets, Fixed fees |
| Thomas Cefalu | Downtown Wealth Studios | New York | Not listed | Percentage of assets, Fixed fees |
| Thomas Waring | Note Advisors | Buffalo | ChFC | Percentage of assets, Hourly |
| William Moore | Whitney & Company | Rochester | CFA | Percentage of assets, Fixed fees |
| 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 |
| Adenikke Soremekun | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| 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 |
| Anja Luesink | Luesink Stenstrom Financial | New York | CFP, MBA | Percentage of assets, Hourly |
| Annette Clearwaters | Clarity Investments + Planning LLC | Mount Kisco | CFP | Percentage of assets, Hourly |
| Anthony Knight | Greenspring Advisors | New York | CFP, EA, CPA, CPA/PFS | Percentage of assets, Fixed fees |
| 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 |
| Cheung Chan | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| Chris Cinelli | Capital Insights Group of WNY, LLC. | Buffalo | CFP | Percentage of assets, Hourly |
| Chris Pollard | Great Path Planning | Goshen | CFP, EA, MBA | Hourly, Fixed fees |
| Christopher Davis | Burns Matteson Capital Management | Corning | CFP | Percentage of assets, Hourly |
| Cynthia Zalewsky | Saratoga Investment Solutions Inc. | Saratoga Springs | CFP | Hourly, Fixed fees |
| Deva Panambur | Sarsi, LLC | New York | BS, CFA, CFP, EA | Percentage of assets, Hourly |
| Dylan Potter | Howe & Rusling | Rochester | CFP | Percentage of assets, Fixed fees |
| Eric Dieckhoff | ARCAP Partners | Plainview | Not listed | Percentage of assets, Fixed fees |
| Frederick Hinkley | Manchester Capital Management | New York | Not listed | Percentage of assets, Fixed 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 |
| 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 |
| Ilan Folman-Cohen | Joel Isaacson & Co., LLC | New York | CFP, BS, CPA/PFS, MBA | 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 |