One-time financial plans in New York
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- 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.
- Gabriel Markiz Portland Financial Advisors, Inc., Port Washington Holds the CFP and CPA. Fees on file: hourly, one-time planning fee.
- Rahimul Taher Taher Financial Planning, Brooklyn Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Kaysi Gordon Kaysi Gordon Financial Planning, Valley Stream Holds the CFP and CPA. Fees on file: percentage of assets, one-time planning fee.
- Philip Murphy IndiePlan LLC, Albany Holds the CFP and CFA. Fees on file: subscription, one-time planning fee.
- Cristina Guglielmetti Future Perfect Planning, LLC, Brooklyn Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 55
- Firms
- 48
- Cities
- 26
- Hold the CFP
- 71%
- Other credentials: CFA 7% · CPA 7% · EA 7%
- How they charge (of 55 with fees on file): one-time planning fee 100% · percentage of assets 60% · ongoing planning fee 55% · hourly 38%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
One-time financial plans by state
Questions about one-time financial plans
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.
All 55 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| Chris Haigh | Iconoclastic Capital Management LLC | Brooklyn | CFP, ChFC, RICP | Percentage of assets, Ongoing planning fee |
| Christopher Kehoe | R.W. Roge & Company, Inc. | Bohemia | CFA, MBA, AIF, CFP | Percentage of assets, One-time planning fee |
| Christopher Marrone | Marrone Wealth Management LLC | New York | CFP | Ongoing planning fee, One-time planning fee |
| Curtis Pope | Pope Wealth Planning | New York | CFP | One-time planning fee, Ongoing planning fee |
| Gene Thompson | Iconoclastic Capital Management | Brooklyn | CFP, ChFC, RICP, Certified Student Loan Professional | Percentage of assets, Ongoing planning fee |
| Kathryn Kubiak-Rizzone | About Time Financial Planning | Rochester | CFP | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Kaysi Gordon | Kaysi Gordon Financial Planning | Valley Stream | CFP, CPA, MBA | Percentage of assets, One-time planning fee |
| Tracy Sherwood | Sherwood Financial Management | Williamsville | CFP | Ongoing planning fee, One-time 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 |
| 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 |
| Richard McCormack | School of Personal Finance | Yorktown Heights | CFP, RICP | 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 |
| 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 |
| 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 |
| Laura Hemphill | LEH Advisors LLC | New York | CFP | One-time planning fee, Flat fee or retainer |
| David Tomback | Earndex, LLC | New York | CFP, MBA | One-time planning fee |
| Grace Stolberg | O'Keefe Stevens Advisory | Rochester | CFP | Percentage of assets, One-time planning fee |
| Julie Ford | Ford Financial Solutions, LLC | New York | CFP, CPA | Ongoing planning fee, One-time planning fee |
| Justin Stevens | O'Keefe Stevens Advisory | Rochester | CFP | Percentage of assets, One-time planning fee |
| Peter O'Keefe | O'Keefe Stevens Advisory | Rochester | CFP | Percentage of assets, One-time planning fee |
| Vered Frank | StackWealth | New York | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Jonathan Elks | Boerum Hill Financial Advisors | Brooklyn | CFP | Percentage of assets, One-time planning fee |
| Joseph Carbone | Focus Planning Group | Bayport | CFP | Percentage of assets, Hourly |
| Samuel McPherson | McPherson Financial Advisors | New York | CFP | One-time planning fee, Percentage of assets |
| Katharine Bressington | Linden Financial Consultants | Rochester | CFP | Hourly, One-time planning fee |
| Patrick Cicchetti I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business. | Ryse Capital Management | Rochester | Not listed | Flat fee or retainer, Hourly |
| Adam Frank | Frank Finances | New York | CFP | Ongoing planning fee, One-time planning fee |
| Anthea Perkinson | Monterey Associates | Pelham | CFP | One-time planning fee, Flat fee or retainer |
| Darren Leader | Acacia Grove Wealth | Schenectady | CFA | Percentage of assets, Hourly |
| Emily Maretsky | Educated Financial Planning | Astoria | Not listed | Ongoing planning fee, One-time planning fee |
| Maureen Whelan | Whelan Financial Planning | Cortlandt Manor | CFP | One-time planning fee, Ongoing planning fee |
| Arynton Hardy I work with tech employees, founders, and high-performers navigating equity, liquidity events, and non-traditional income. | Savvy | New York | Not listed | Percentage of assets, One-time planning fee |
| Cheng Luo | HHL Wealth Advisors | Flushing | Not listed | Flat fee or retainer, One-time planning fee |
| Congzhu Yang | HHL Wealth Advisors | Flushing | Not listed | Flat fee or retainer, One-time planning fee |
| Gregory Vogel | O'Keefe Stevens Advisory | Rochester | Not listed | Percentage of assets, One-time planning fee |
| John O'Brien | O'Brien Capital Management | Nyack | CFP | Hourly, One-time planning fee |
| Kellan Peer | O'Keefe Stevens Advisory | Rochester | Not listed | Percentage of assets, One-time planning fee |
| Michael Brady Approachable planning, without compromise. Many have accounts, if you have a plan. | Clarity Advisors | Buffalo | Not listed | Percentage of assets, One-time planning fee |
| Robert Just | Main Street Wealth Management | Baldwinsville | CFP | Percentage of assets, Flat fee or retainer |
| Eric McKean | Blue Elm Advisors | Holmes | Not listed | Percentage of assets, Ongoing planning fee |
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