| Scott Lefebre | Seneca Financial Advisors | Rochester | PFS | Percentage of assets, Hourly |
| Thomas Vaccaro | Briarcliff Manor Wealth Advisors | Saugerties | CFP | Percentage of assets, Hourly |
| Thomas Waring | Note Advisors | Buffalo | ChFC | Percentage of assets, Hourly |
| William Hudson | Miller Gesko Wealth Management | Buffalo | CFP | 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 |
| Adenikke Soremekun | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| 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 DeVito | ADV Investment Management | White Plains | CFP, PhD | Percentage of assets, Hourly |
| 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 |
| Garrett Edson | Clarus Group | New York | Not listed | Percentage of assets, Hourly |
| Harvey Kraus | Walnut Investment Services | Brooklyn | Not listed | Percentage of assets, Hourly |
| 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 Williams | Williams Financial, LLC | Saratoga Springs | CFP, MBA, CPA | Percentage of assets, Hourly |
| Jason Wood | Rothschild Capital Partners | New York | Not listed | Percentage of assets, Hourly |
| Jeff Arber | Triple Play Planning, LLC | Amherst | CFP, MBA | Percentage of assets, Hourly |
| John Ring | Moldenhauer & Associates | Orchard Park | Not listed | Percentage of assets, Hourly |
| Jonathan Nadler | Oxler Private Wealth | Rye Brook | Not listed | Percentage of assets, Hourly |
| Jonathon Hughes | Linden Financial Consultants | Rochester | Not listed | Hourly, One-time planning fee |
| Katherine Woo | Angel Light Capital | Forest Hills | CFA | Percentage of assets, Hourly |
| Keegan Sullivan | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| Kimerly Polak Guerrero | Polero ICE Advisers LLC | New York | CFP, MBA, RICP | Hourly, Fixed fees |
| Lanny Rosenbaum | SIP Financial Services | Glenville | Not listed | Percentage of assets, Hourly |
| Mario Veneroso | Veneroso Wealth Management | Woodbury | Not listed | Percentage of assets, Hourly |
| Mark Blinderman | Walnut Investment Services | Brooklyn | Not listed | Percentage of assets, Hourly |
| Martha Raghunauth | Oxler Private Wealth | Rye Brook | Not listed | Percentage of assets, Hourly |
| Masahiro Yamazaki | Oxler Private Wealth | Rye Brook | Not listed | Percentage of assets, Hourly |
| Michael Raimondi | Clarus Group | New York | Not listed | Percentage of assets, Hourly |
| Michael Rundle | Orange Investment Advisors | Goshen | CFP | Percentage of assets, Hourly |
| Michael Schwartz | Magnus Financial Group | New York | CFP | Percentage of assets, Hourly |
| Paul Hoerrner | Magnus Financial Group | New York | CFP | Percentage of assets, Hourly |
| Raj Prashad | Eagle Tax Planning & Advisory Grp. LLC | Ozone Park | CFP, ChFC, EA | Percentage of assets, Hourly |
| Richard Chen | Veris Wealth Partners | New York | Not listed | Percentage of assets, Hourly |
| Richard Rebori | AtwoB. | Katonah | CFA | Percentage of assets, Hourly |
| Robert Chambers | 80 Rods Advisors LLC | Larchmont | CFP, CPA | Hourly, Fixed fees |
| Robert Ruggirello | Brave Eagle Wealth Management | New York | CFA | Percentage of assets, Hourly |
| Roger Chen | MYeCFO | New York | CFA | Percentage of assets, Hourly |
| Samuel Eilbaum | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |