# Hourly financial advisors in New York

> In New York, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Courtney McKenna of Altfest Personal Wealth Management, Chad Chase of CGN Advisors, LLC and Shane Mason of Brooklyn FI.

Page: https://find.wellspent.co/by/hourly-financial-advisors/new-york/
647 fee-only advisors listed; data last updated November 2, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors who charge by the hour in New York?

In New York, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Courtney McKenna of Altfest Personal Wealth Management, Chad Chase of CGN Advisors, LLC and Shane Mason of Brooklyn FI.

## How many fee-only advisors who charge by the hour in New York are there?

The Wellspent public graph lists 647 fee-only advisors who charge by the hour in New York, at 333 firms. We counted every advisor record that fits, as of November 2026.

## Where are fee-only advisors who charge by the hour in New York located?

Of the 647 fee-only advisors who charge by the hour in New York, 179 are in New York, followed by 29 in Brooklyn and 29 in Syracuse.

## How do fee-only advisors who charge by the hour in New York charge?

The most common fee among fee-only advisors who charge by the hour in New York is a percentage of assets, used by 91% of the 647 with fees on file. Many use more than one: 89% charge by the hour and 70% charge fixed fees.

## How many fee-only advisors who charge by the hour in New York hold the CFP?

41% of the 647 fee-only advisors who charge by the hour 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 by the hour?

We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.

## What should I ask fee-only advisors who charge by the hour in New York?

What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?

## How current is this list of fee-only advisors who charge by the hour 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.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Igor Aronov](https://find.wellspent.co/advisors/igor-aronov.md) | FAR Financial | Brooklyn, New York | CFP | One-time planning fee, Hourly |
| [Amir Noor](https://find.wellspent.co/advisors/amir-noor.md) | N Financial Plans | Huntington, New York | CFP, CRPS, EA | Hourly, Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Andrew Altfest](https://find.wellspent.co/advisors/andrew-altfest.md) | Altfest Personal Wealth Management | New York, New York | CFP, MBA | Ongoing planning fee |
| [Chris Haigh](https://find.wellspent.co/advisors/chris-haigh.md) | Iconoclastic Capital Management LLC | Brooklyn, New York | CFP, ChFC, RICP | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Christopher Marrone](https://find.wellspent.co/advisors/christopher-marrone.md) | Marrone Wealth Management LLC | New York, New York | CFP | Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Courtney McKenna](https://find.wellspent.co/advisors/courtney-mckenna.md) | Altfest Personal Wealth Management | New York, New York | CFP, CLU, CFA, CPA/PFS, MBA, PhD, MA | Ongoing planning fee |
| [Fabian Degen](https://find.wellspent.co/advisors/fabian-degen.md) | FMD Wealth Advisors | White Plains, New York | CFP, CFA, EA, CDFA | Hourly, Percentage of assets |
| [Gabriel Kaplan](https://find.wellspent.co/advisors/gabriel-kaplan.md) | Wealth Habits | White Plains, New York | CFP, CPA, MBA | Percentage of assets, Ongoing planning fee |
| [Gene Thompson](https://find.wellspent.co/advisors/gene-thompson.md) | Iconoclastic Capital Management | Brooklyn, New York | CFP, ChFC, RICP, Certified Student Loan Professional, CLU | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Jared Paul](https://find.wellspent.co/advisors/jared-paul.md) | Capable Wealth | Albany, New York | CFP, CIMA | Percentage of assets, Hourly, Fixed fees |
| [Philip Murphy](https://find.wellspent.co/advisors/philip-murphy.md) | IndiePlan LLC | Albany, New York | CFP, CFA | Subscription, One-time planning fee, Hourly |
| [Tracy Sherwood](https://find.wellspent.co/advisors/tracy-sherwood.md) | Sherwood Financial Management | Williamsville, New York | CFP | Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Zachary Zwillinger](https://find.wellspent.co/advisors/zachary-zwillinger.md) | ZZ Planning LLC | New York, New York | CFP, JD | Flat fee or retainer, Ongoing planning fee |
| [Ally Jane Ayers](https://find.wellspent.co/advisors/ally-jane-ayers.md) | Brooklyn FI, LLC | Brooklyn, New York | CFP, EA | Percentage of assets, Ongoing planning fee |
| [Barbara Clemons](https://find.wellspent.co/advisors/barbara-clemons.md) | Clemons Financial Education Company | Fairport, New York | CFP, CLU, ChFC, CASL, CTFA, AEP | One-time planning fee, Hourly |
| [Brett Koeppel](https://find.wellspent.co/advisors/brett-koeppel.md) | Eudaimonia Wealth LLC | Buffalo, New York | CFP | Percentage of assets |
| [Chad Chase](https://find.wellspent.co/advisors/chad-chase.md) | CGN Advisors, LLC | Brooklyn, New York | CFP, MBA, CFA, BA, CPA/PFS, CIMA, ChSNC, CDFA, RFC, EA | Ongoing planning fee |
| [Christopher Congema](https://find.wellspent.co/advisors/christopher-congema.md) | Landmark Wealth Management, LLC | New York, New York | CFP | Percentage of assets |
| [Gabriel Markiz](https://find.wellspent.co/advisors/gabriel-markiz.md) | Portland Financial Advisors, Inc. | Port Washington, New York | CFP, CPA/PFS, MSFP | Hourly, One-time planning fee, Ongoing planning fee |
| [J. Scott Kittrell](https://find.wellspent.co/advisors/j-scott-kittrell.md) | Modera Wealth Management, LLC | New York, New York | CFP, CFA, ACA, EA, DDS, MBA, CDFA, AAMS, BFA, Chartered SRI Counselor, CPWA, ChFC, CPA, CEPA, ChSNC, AIF, CPA/PFS, MSFS, CLU, RICP, BS | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Jennifer Kang](https://find.wellspent.co/advisors/jennifer-kang.md) | JWK Financial | New York, New York | CFP | Flat fee or retainer, Ongoing planning fee |
| [Paul Coleman Iii](https://find.wellspent.co/advisors/paul-coleman-iii.md) | Free Time Financial LLC | Orchard Park, New York | CFP | Flat fee or retainer, Ongoing planning fee |
| [Shane Mason](https://find.wellspent.co/advisors/shane-mason.md) | Brooklyn FI | Brooklyn, New York | CFP, CPA/PFS, CPWA, EA, RLP, CPA, PFS | Percentage of assets, Ongoing planning fee |
| [Allison Vanaski](https://find.wellspent.co/advisors/allison-vanaski.md) | Arcadia Wealth Management | New York, New York | CFP | Percentage of assets, Hourly |
| [Gerry Barrasso](https://find.wellspent.co/advisors/gerry-barrasso.md) | United Financial Planning Group | Hauppauge, New York | CFP, CPA, MBA, PFS | Percentage of assets, Hourly, Fixed fees |
| [Jose Vivero](https://find.wellspent.co/advisors/jose-vivero.md) | United Financial Planning Group, LLC | New York, New York | CFP, ChFC, CLU, RICP, EA, CPA/PFS | Percentage of assets, Hourly, Fixed fees |
| [Kerry Mayo](https://find.wellspent.co/advisors/kerry-mayo.md) | Capital Financial Advisors of New York, LLC | Clifton Park, New York | CFP, MA, MBA | Percentage of assets, Hourly, Fixed fees |
| [Matthew McKee](https://find.wellspent.co/advisors/matthew-mckee.md) | Target Rock Wealth Management | New York, New York | CFA, CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Richard McCormack](https://find.wellspent.co/advisors/richard-mccormack.md) | School of Personal Finance | Yorktown Heights, New York | CFP, RICP | Percentage of assets, Hourly, One-time planning fee |
| [Ryan Derousseau](https://find.wellspent.co/advisors/ryan-derousseau.md) | United Financial Planning Group | Hauppauge, New York | CFP, EA | Percentage of assets, Hourly, Fixed fees |
| [Sara Stanich](https://find.wellspent.co/advisors/sara-stanich.md) | Cultivating Wealth | Brooklyn, New York | CFP, CDFA, MBA | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Cristina Guglielmetti](https://find.wellspent.co/advisors/cristina-guglielmetti.md) | Future Perfect Planning, LLC | Brooklyn, New York | CFP, EA, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly |
| [David Rosenstrock](https://find.wellspent.co/advisors/david-rosenstrock.md) | Wharton Wealth Planning | New York, New York | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Kenneth Robinson](https://find.wellspent.co/advisors/kenneth-robinson.md) | Sax Wealth Advisors, LLC | New York, New York | CFP, JD, CPA, CFA, MBA, CeFT, RLP, MS | Percentage of assets, Hourly, Fixed fees |
| [Marc Vorchheimer](https://find.wellspent.co/advisors/marc-vorchheimer.md) | Integrated Financial Consulting | Monsey, New York | CFP | Ongoing planning fee, One-time planning fee |
| [Michael Robertson](https://find.wellspent.co/advisors/michael-robertson.md) | Shelterbelt Advisors | Red Hook, New York | CFP | One-time planning fee, Ongoing planning fee |
| [Rahimul Taher](https://find.wellspent.co/advisors/rahimul-taher.md) | Taher Financial Planning | Brooklyn, New York | CFP, EA | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Arthur Flores](https://find.wellspent.co/advisors/arthur-flores.md) | Flores Wealth Planning, LLC | New York, New York | CFP | Hourly, Flat fee or retainer, Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Cindy Golub](https://find.wellspent.co/advisors/cindy-golub.md) | G-Squared Advisory LLC | Mamaroneck, New York | CFP, MBA | Hourly, Fixed fees |
| [Cynthia Flannigan](https://find.wellspent.co/advisors/cynthia-flannigan.md) | MainStreet Financial Planning, Inc. | New York, New York | CFP | Ongoing planning fee, One-time planning fee |
| [Jeffrey Wolniewicz](https://find.wellspent.co/advisors/jeffrey-wolniewicz.md) | Under Par Planning | Buffalo, New York | CFP, ChFC, CLU, MBA, RICP, RLP | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [John Belluardo](https://find.wellspent.co/advisors/john-belluardo.md) | Stewardship Financial Services, Inc. | Irvington, New York | ChFC, MS | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee |
| [Katherine Young](https://find.wellspent.co/advisors/katherine-young.md) | Yearwood Young Advisors LLC | Brooklyn, New York | CFA, CFP | Ongoing planning fee, Percentage of assets |
| [Laura Hemphill](https://find.wellspent.co/advisors/laura-hemphill.md) | LEH Advisors LLC | New York, New York | CFP | One-time planning fee, Flat fee or retainer, Percentage of assets |
| [Luis Rosa](https://find.wellspent.co/advisors/luis-rosa.md) | Build a Better Financial Future LLC | White Plains, New York | CFP, EA | Percentage of assets, Flat fee or retainer |
| [Dorie Fain](https://find.wellspent.co/advisors/dorie-fain.md) | &Wealth | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Maha Gannavaram](https://find.wellspent.co/advisors/maha-gannavaram.md) | Unique Financial Advisors | New York, New York | CFP, EA, MSFP | Ongoing planning fee |
| [Rachel Sloan](https://find.wellspent.co/advisors/rachel-sloan.md) | Sloan Advisory Group, Inc. | Glens Falls, New York | CFP, CRPC | Percentage of assets, Hourly, Fixed fees |
| [Salvatore Paternico](https://find.wellspent.co/advisors/salvatore-paternico.md) | W&S Management Services | Rochester, New York | CFP, ChFC | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Scott Weiss](https://find.wellspent.co/advisors/scott-weiss.md) | Weiss Financial Group | Mahopac, New York | CFP, CRPC, AAMS, APMA, RICP, MBA | Percentage of assets, Hourly, Fixed fees |

Showing the first 50 of 647. The full list, page by page: https://find.wellspent.co/by/hourly-financial-advisors/new-york/?page=2

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).