# One-time financial plans in New York

> In New York, look for a fee-only advisor who sells a plan as a project, with a set scope and price. You get a written plan and carry it out yourself, without an ongoing relationship. Records to start with include J. Scott Kittrell of Modera Wealth Management, LLC, Gabriel Markiz of Portland Financial Advisors, Inc. and Rahimul Taher of Taher Financial Planning.

Page: https://find.wellspent.co/by/one-time-financial-plan/new-york/
55 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 offer one-time plans in New York?

In New York, look for a fee-only advisor who sells a plan as a project, with a set scope and price. You get a written plan and carry it out yourself, without an ongoing relationship. Records to start with include J. Scott Kittrell of Modera Wealth Management, LLC, Gabriel Markiz of Portland Financial Advisors, Inc. and Rahimul Taher of Taher Financial Planning.

## How many fee-only advisors who offer one-time plans in New York are there?

The Wellspent public graph lists 55 fee-only advisors who offer one-time plans in New York, at 48 firms. We counted every advisor record that fits, as of November 2026.

## Where are fee-only advisors who offer one-time plans in New York located?

Of the 55 fee-only advisors who offer one-time plans in New York, 13 are in New York, followed by 9 in Rochester and 7 in Brooklyn.

## How do fee-only advisors who offer one-time plans in New York charge?

All 55 fee-only advisors who offer one-time plans in New York with fees on file charge a one-time planning fee. Many use more than one: 60% charge a percentage of assets and 55% charge an ongoing planning fee.

## How many fee-only advisors who offer one-time plans in New York hold the CFP?

71% of the 55 fee-only advisors who offer one-time plans 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 offer one-time plans?

We count an advisor here when their listing shows a one-time planning fee.

## What should I ask fee-only advisors who offer one-time plans in New York?

What will I have in hand when we finish? How many meetings does the price include? Can I come back for an update, and what does that cost? Will you tell me exactly which accounts and funds to use?

## How current is this list of fee-only advisors who offer one-time plans 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 |
| [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 Kehoe](https://find.wellspent.co/advisors/christopher-kehoe.md) | R.W. Roge & Company, Inc. | Bohemia, New York | CFA, MBA, AIF, CFP, CMFC | Percentage of assets, 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 |
| [Curtis Pope](https://find.wellspent.co/advisors/curtis-pope.md) | Pope Wealth Planning | New York, New York | CFP | One-time planning fee, Ongoing planning fee, Flat fee or retainer, Percentage of assets |
| [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 |
| [Kathryn Kubiak-Rizzone](https://find.wellspent.co/advisors/kathryn-kubiak-rizzone.md) | About Time Financial Planning | Rochester, New York | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Philip Murphy](https://find.wellspent.co/advisors/philip-murphy.md) | IndiePlan LLC | Albany, New York | CFP, CFA | Subscription, One-time planning fee, Hourly |
| [Kaysi Gordon](https://find.wellspent.co/advisors/kaysi-gordon.md) | Kaysi Gordon Financial Planning | Valley Stream, New York | CFP, CPA, MBA | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [David Tomback](https://find.wellspent.co/advisors/david-tomback.md) | Earndex, LLC | New York, New York | CFP, MBA | One-time planning fee |
| [Grace Stolberg](https://find.wellspent.co/advisors/grace-stolberg.md) | O'Keefe Stevens Advisory | Rochester, New York | CFP | Percentage of assets, One-time planning fee |
| [Julie Ford](https://find.wellspent.co/advisors/julie-ford.md) | Ford Financial Solutions, LLC | New York, New York | CFP, CPA | Ongoing planning fee, One-time planning fee |
| [Justin Stevens](https://find.wellspent.co/advisors/justin-stevens.md) | O'Keefe Stevens Advisory | Rochester, New York | CFP | Percentage of assets, One-time planning fee |
| [Peter O'Keefe](https://find.wellspent.co/advisors/peter-o-keefe.md) | O'Keefe Stevens Advisory | Rochester, New York | CFP | Percentage of assets, One-time planning fee |
| [Vered Frank](https://find.wellspent.co/advisors/vered-frank.md) | StackWealth | New York, New York | CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly |
| [Jonathan Elks](https://find.wellspent.co/advisors/jonathan-elks.md) | Boerum Hill Financial Advisors | Brooklyn, New York | CFP | Percentage of assets, One-time planning fee |
| [Joseph Carbone](https://find.wellspent.co/advisors/joseph-carbone.md) | Focus Planning Group | Bayport, New York | CFP | Percentage of assets, Hourly, Flat fee or retainer, One-time planning fee |
| [Samuel McPherson](https://find.wellspent.co/advisors/samuel-mcpherson.md) | McPherson Financial Advisors | New York, New York | CFP | One-time planning fee, Percentage of assets, Hourly |
| [Katharine Bressington](https://find.wellspent.co/advisors/katharine-bressington.md) | Linden Financial Consultants | Rochester, New York | CFP | Hourly, One-time planning fee, Ongoing planning fee |
| [Patrick Cicchetti](https://find.wellspent.co/advisors/patrick-cicchetti.md) | Ryse Capital Management | Rochester, New York |   | Flat fee or retainer, Hourly, One-time planning fee |
| [Adam Frank](https://find.wellspent.co/advisors/adam-frank.md) | Frank Finances | New York, New York | CFP | Ongoing planning fee, One-time planning fee |
| [Anthea Perkinson](https://find.wellspent.co/advisors/anthea-perkinson.md) | Monterey Associates | Pelham, New York | CFP | One-time planning fee, Flat fee or retainer |
| [Darren Leader](https://find.wellspent.co/advisors/darren-leader.md) | Acacia Grove Wealth | Schenectady, New York | CFA | Percentage of assets, Hourly, One-time planning fee |
| [Emily Maretsky](https://find.wellspent.co/advisors/emily-maretsky.md) | Educated Financial Planning | Astoria, New York |   | Ongoing planning fee, One-time planning fee, Flat fee or retainer |
| [Maureen Whelan](https://find.wellspent.co/advisors/maureen-whelan.md) | Whelan Financial Planning | Cortlandt Manor, New York | CFP | One-time planning fee, Ongoing planning fee, Flat fee or retainer |
| [Arynton Hardy](https://find.wellspent.co/advisors/arynton-hardy.md) | Savvy | New York, New York |   | Percentage of assets, One-time planning fee |
| [Cheng Luo](https://find.wellspent.co/advisors/cheng-luo.md) | HHL Wealth Advisors | Flushing, New York |   | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Congzhu Yang](https://find.wellspent.co/advisors/congzhu-yang.md) | HHL Wealth Advisors | Flushing, New York |   | Flat fee or retainer, One-time planning fee, Ongoing planning fee |
| [Gregory Vogel](https://find.wellspent.co/advisors/gregory-vogel-8345511.md) | O'Keefe Stevens Advisory | Rochester, New York |   | Percentage of assets, One-time planning fee |
| [John O'Brien](https://find.wellspent.co/advisors/john-o-brien.md) | O'Brien Capital Management | Nyack, New York | CFP | Hourly, One-time planning fee |
| [Kellan Peer](https://find.wellspent.co/advisors/kellan-peer.md) | O'Keefe Stevens Advisory | Rochester, New York |   | Percentage of assets, One-time planning fee |
| [Michael Brady](https://find.wellspent.co/advisors/michael-brady.md) | Clarity Advisors | Buffalo, New York |   | Percentage of assets, One-time planning fee |
| [Robert Just](https://find.wellspent.co/advisors/robert-just.md) | Main Street Wealth Management | Baldwinsville, New York | CFP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee |
| [Eric McKean](https://find.wellspent.co/advisors/eric-mckean.md) | Blue Elm Advisors | Holmes, New York |   | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly |

Showing the first 50 of 55. The full list, page by page: https://find.wellspent.co/by/one-time-financial-plan/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).