Virtual financial advisors in New York
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Fabian Degen FMD Wealth Advisors, White Plains Holds the CFP, CFA and EA. Fees on file: hourly, percentage of assets.
- Courtney McKenna Altfest Personal Wealth Management, New York City Holds the CFP, CFA and CPA. Fees on file: ongoing planning fee.
- Luis Rosa Build a Better Financial Future LLC, White Plains Holds the CFP and EA. Fees on file: percentage of assets, flat fee or retainer.
- Justin Belkin Financial Boss, Plainview Holds the CFP and EA. Fees on file: flat fee or retainer, percentage of assets.
- Gabriel Kaplan Wealth Habits, White Plains Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Rahimul Taher Taher Financial Planning, Brooklyn Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
By the numbers
- Advisors listed
- 40
- Firms
- 29
- Cities
- 18
- Hold the CFP
- 70%
- Other credentials: CFA 8% · CPA 5% · EA 13%
- How they charge (of 40 with fees on file): percentage of assets 80% · fixed fees 35% · hourly 33% · ongoing planning fee 25%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Virtual financial advisors by state
- California (175)
- Texas (105)
- Florida (89)
- Virginia (71)
- North Carolina (67)
- Colorado (66)
- Illinois (58)
- Ohio (46)
- Pennsylvania (46)
- Oregon (44)
- Connecticut (43)
- Massachusetts (43)
- Georgia (40)
- Arizona (38)
- Maryland (36)
- Washington (35)
- Michigan (33)
- Wisconsin (33)
- Tennessee (28)
- Missouri (27)
- Iowa (26)
- Minnesota (26)
- South Carolina (26)
Questions about virtual financial advisors
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.
All 40 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 |
| Andrew Altfest | Altfest Personal Wealth Management | New York | CFP, MBA | 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 |
| 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 |
| Kathryn Kubiak-Rizzone | About Time Financial Planning | Rochester | CFP | Flat fee or retainer, Ongoing planning fee |
| Christopher Congema | Landmark Wealth Management, LLC | New York | CFP | Percentage of assets |
| Justin Belkin | Financial Boss | Plainview | CFP, EA, MBA | Flat fee or retainer, Percentage of assets |
| 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 |
| 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 |
| Nate Tomkiewicz | Tomkiewicz Wealth Management, LLC | Wynantskill | CFP | Percentage of assets |
| Paul Sydlansky | Lake Road Advisors | Corning | CFP, MBA | Percentage of assets |
| Rajiv Dixit | Serenity Capital Advisors | Pittsford | CFP | Percentage of assets |
| Jeremy Zuke Affordable financial advice for working professionals, whether they are leaving a high-fee planner or hiring one for the first time. | Abundo Wealth | New York | Not listed | Subscription |
| Matt Ricks | Haystack Financial Planning LLC | Syosset | CFP, MBA | Percentage of assets, Hourly |
| Andrew Fox | Fox Financial Services | White Plains | CFP | Percentage of assets |
| Joseph Carbone | Focus Planning Group | Bayport | CFP | Percentage of assets, Hourly |
| Kevin Burns | Navwell Advisors | Garden City | CFP | Flat fee or retainer, Ongoing planning fee |
| Andrew Pallas | Minich MacGregor Wealth Management | Saratoga Springs | CFP | Percentage of assets, Fixed fees |
| Bernard Murphy | Arista Advisory Group | Albany | CFP | Percentage of assets, Hourly |
| Brenton Smith | Minich MacGregor Wealth Management | Albany | CFP | Percentage of assets, Fixed fees |
| Cory Laird | Minich MacGregor Wealth Management | Saratoga Springs | CFP | Percentage of assets, Fixed fees |
| James Cox | Peak Wealth Management | Saratoga Springs | CFP, ChFC | Percentage of assets, Hourly |
| Alana Stone | Heydorn|Stone Capital Management | Larchmont | CFP | Percentage of assets, Fixed fees |
| Trevor Sarif-Killea | Geometric Advisors | New York | Not listed | Percentage of assets |
| Hayden LaBelle | Minich MacGregor Wealth Management | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Jason Macgregor | Minich MacGregor Wealth Management | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Michele Tellstone | Minich MacGregor Wealth Management | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Patrick Younis | Minich MacGregor Wealth Management | Saratoga Springs | Not listed | Percentage of assets, Fixed fees |
| Charles Levinson | Sage Investment Advisers | Wappingers Falls | Not listed | Percentage of assets, Hourly |
| Jerry Schuder | Sage Investment Advisers | Wappingers Falls | Not listed | Percentage of assets, Hourly |
| Joseph Fiorile | Fiorile Financial Advisory Group | Saranac Lake | PFS | Hourly, Fixed fees |
| Joseph Guarneri | Sage Investment Advisers | Wappingers Falls | Not listed | Percentage of assets, Hourly |
| Daniel Mitchell | Fiorile Financial Advisory Group | Saranac Lake | Not listed | Hourly, Fixed fees |
| Mathis LeBlanc | Heydorn|Stone Capital Management | Larchmont | Not listed | Percentage of assets, Fixed fees |
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