# Virtual financial advisors in New York > In New York, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Fabian Degen of FMD Wealth Advisors, Courtney McKenna of Altfest Personal Wealth Management and Luis Rosa of Build a Better Financial Future LLC. Page: https://find.wellspent.co/by/virtual-financial-advisors/new-york/ 40 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who work with clients virtually in New York? In New York, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Fabian Degen of FMD Wealth Advisors, Courtney McKenna of Altfest Personal Wealth Management and Luis Rosa of Build a Better Financial Future LLC. ## How many fee-only advisors who work with clients virtually in New York are there? The Wellspent public graph lists 40 fee-only advisors who work with clients virtually in New York, at 29 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who work with clients virtually in New York located? Of the 40 fee-only advisors who work with clients virtually in New York, 8 are in New York, followed by 7 in Saratoga Springs and 4 in White Plains. ## How do fee-only advisors who work with clients virtually in New York charge? The most common fee among fee-only advisors who work with clients virtually in New York is a percentage of assets, used by 80% of the 40 with fees on file. Many use more than one: 35% charge fixed fees and 33% charge by the hour. ## How many fee-only advisors who work with clients virtually in New York hold the CFP? 70% of the 40 fee-only advisors who work with clients virtually 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 work with clients virtually? We count an advisor here when their firm's website says they work with clients virtually. ## What should I ask fee-only advisors who work with clients virtually in New York? Are you registered in my state? How do we share documents securely? How often do we meet, and how? Can we ever meet in person? ## How current is this list of fee-only advisors who work with clients virtually 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 | | [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 | | [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 | | [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 | | [Christopher Congema](https://find.wellspent.co/advisors/christopher-congema.md) | Landmark Wealth Management, LLC | New York, New York | CFP | Percentage of assets | | [Justin Belkin](https://find.wellspent.co/advisors/justin-belkin.md) | Financial Boss | Plainview, New York | CFP, EA, MBA | Flat fee or retainer, Percentage of assets, 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 | | [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 | | [Nate Tomkiewicz](https://find.wellspent.co/advisors/nate-tomkiewicz.md) | Tomkiewicz Wealth Management, LLC | Wynantskill, New York | CFP | Percentage of assets | | [Paul Sydlansky](https://find.wellspent.co/advisors/paul-sydlansky.md) | Lake Road Advisors | Corning, New York | CFP, MBA | Percentage of assets | | [Rajiv Dixit](https://find.wellspent.co/advisors/rajiv-dixit.md) | Serenity Capital Advisors | Pittsford, New York | CFP | Percentage of assets | | [Jeremy Zuke](https://find.wellspent.co/advisors/jeremy-zuke.md) | Abundo Wealth | New York, New York | | Subscription | | [Matt Ricks](https://find.wellspent.co/advisors/matt-ricks.md) | Haystack Financial Planning LLC | Syosset, New York | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Andrew Fox](https://find.wellspent.co/advisors/andrew-fox.md) | Fox Financial Services | White Plains, New York | CFP | Percentage of assets | | [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 | | [Kevin Burns](https://find.wellspent.co/advisors/kevin-burns.md) | Navwell Advisors | Garden City, New York | CFP | Flat fee or retainer, Ongoing planning fee, Percentage of assets | | [Andrew Pallas](https://find.wellspent.co/advisors/andrew-pallas.md) | Minich MacGregor Wealth Management | Saratoga Springs, New York | CFP | Percentage of assets, Fixed fees | | [Bernard Murphy](https://find.wellspent.co/advisors/bernard-murphy.md) | Arista Advisory Group | Albany, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Brenton Smith](https://find.wellspent.co/advisors/brenton-smith.md) | Minich MacGregor Wealth Management | Albany, New York | CFP | Percentage of assets, Fixed fees | | [Cory Laird](https://find.wellspent.co/advisors/cory-laird.md) | Minich MacGregor Wealth Management | Saratoga Springs, New York | CFP | Percentage of assets, Fixed fees | | [James Cox](https://find.wellspent.co/advisors/james-cox.md) | Peak Wealth Management | Saratoga Springs, New York | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Alana Stone](https://find.wellspent.co/advisors/alana-stone.md) | Heydorn\|Stone Capital Management | Larchmont, New York | CFP | Percentage of assets, Fixed fees | | [Trevor Sarif-Killea](https://find.wellspent.co/advisors/trevor-sarif-killea.md) | Geometric Advisors | New York, New York | | Percentage of assets | | [Hayden LaBelle](https://find.wellspent.co/advisors/hayden-labelle.md) | Minich MacGregor Wealth Management | Saratoga Springs, New York | | Percentage of assets, Fixed fees | | [Jason Macgregor](https://find.wellspent.co/advisors/jason-macgregor.md) | Minich MacGregor Wealth Management | Saratoga Springs, New York | | Percentage of assets, Fixed fees | | [Michele Tellstone](https://find.wellspent.co/advisors/michele-tellstone.md) | Minich MacGregor Wealth Management | Saratoga Springs, New York | | Percentage of assets, Fixed fees | | [Patrick Younis](https://find.wellspent.co/advisors/patrick-younis.md) | Minich MacGregor Wealth Management | Saratoga Springs, New York | | Percentage of assets, Fixed fees | | [Charles Levinson](https://find.wellspent.co/advisors/charles-levinson.md) | Sage Investment Advisers | Wappingers Falls, New York | | Percentage of assets, Hourly | | [Jerry Schuder](https://find.wellspent.co/advisors/jerry-schuder.md) | Sage Investment Advisers | Wappingers Falls, New York | | Percentage of assets, Hourly | | [Joseph Fiorile](https://find.wellspent.co/advisors/joseph-fiorile.md) | Fiorile Financial Advisory Group | Saranac Lake, New York | PFS | Hourly, Fixed fees | | [Joseph Guarneri](https://find.wellspent.co/advisors/joseph-guarneri.md) | Sage Investment Advisers | Wappingers Falls, New York | | Percentage of assets, Hourly | | [Daniel Mitchell](https://find.wellspent.co/advisors/daniel-mitchell-6014228.md) | Fiorile Financial Advisory Group | Saranac Lake, New York | | Hourly, Fixed fees | | [Mathis LeBlanc](https://find.wellspent.co/advisors/mathis-leblanc.md) | Heydorn\|Stone Capital Management | Larchmont, New York | | Percentage of assets, Fixed fees | ## 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).