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Hourly financial advisors in New York

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.

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Where to start

Chosen from what each record shows: credentials and fees on file, one advisor per firm.

  • Courtney McKenna Altfest Personal Wealth Management, New York City Holds the CFP, CFA and CPA. Fees on file: ongoing planning fee.
  • Chad Chase CGN Advisors, LLC, Brooklyn 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.
  • Jose Vivero United Financial Planning Group, LLC, New York City Holds the CFP, CPA and EA. Fees on file: percentage of assets, hourly.

By the numbers

Advisors listed
647
Firms
333
Cities
144
Hold the CFP
41%
  • Other credentials: CFA 9% · CPA 2% · EA 2%
  • How they charge (of 647 with fees on file): percentage of assets 91% · hourly 89% · fixed fees 70% · ongoing planning fee 8%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Hourly financial advisors by state

Questions about hourly financial advisors

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.

All 647 advisors

Hourly financial advisors in New York: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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
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
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
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
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
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
Allison Vanaski Arcadia Wealth Management New York CFP Percentage of assets, Hourly
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
Arthur Flores Flores Wealth Planning, LLC New York CFP Hourly, Flat fee or retainer
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
Jeffrey Wolniewicz Under Par Planning Buffalo CFP, ChFC, CLU, MBA Ongoing planning fee, Percentage of assets
John Belluardo Stewardship Financial Services, Inc. Irvington ChFC, MS Flat fee or retainer, Hourly
Katherine Young Yearwood Young Advisors LLC Brooklyn CFA, CFP Ongoing planning fee, Percentage of assets
Laura Hemphill LEH Advisors LLC New York CFP One-time planning fee, Flat fee or retainer
Luis Rosa Build a Better Financial Future LLC White Plains CFP, EA Percentage of assets, Flat fee or retainer
Dorie Fain &Wealth New York CFP Percentage of assets, Hourly
Maha Gannavaram Unique Financial Advisors New York CFP, EA, MSFP Ongoing planning fee
Rachel Sloan Sloan Advisory Group, Inc. Glens Falls CFP, CRPC Percentage of assets, Hourly
Salvatore Paternico W&S Management Services Rochester CFP, ChFC Percentage of assets, Hourly
Scott Weiss Weiss Financial Group Mahopac CFP, CRPC, AAMS, APMA Percentage of assets, Hourly

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