Fee-only advisors in New York

Advisors serving New York (120)

• Aaron Lieberman

  Marathon Wealth Management, Inc. — Melville

  CDFACFP

• Allison Vanaski

  Arcadia Wealth Management — New York

  CFP

• Ally Jane Ayers

  Brooklyn FI, LLC — Brooklyn

  CFPEA

• Amir Noor

  N Financial Plans — Huntington

  CFPCRPSEA

• Amy Irvine

  Irvine Wealth Planning Strategies, LLC — Jasper

  CFPEACDFA

• Andrew Altfest

  Altfest Personal Wealth Management — New York

  CFPMBA

• Andrew Kleinberg

  Grand Central Financial Planning — New York

  CFACFP

• Andy Liang

  Sylo Planning, LLC — Brooklyn

  CFP

• Anja Luesink

  Luesink Stenstrom Financial — New York

  CFPMBA

• Annette Clearwaters

  Clarity Investments + Planning LLC — Mount Kisco

  CFP

• Anthony DeVito

  ADV Investment Management — White Plains

  CFPPhD

• Anthony Knight

  Greenspring Advisors — New York

  CFPEACPA

• Arthur Flores

  Flores Wealth Planning, LLC — New York

  CFP

• Arynton Hardy

  Arynton Hardy — New York

• Brett Koeppel

  Eudaimonia Wealth LLC — Buffalo

  CFP

• C. E. Scott Brewster

  Brewster Financial Planning LLC — Brooklyn

  CFPMBA

• Cathleen Tobin

  Moonbridge Financial Design, LLC — Rhinebeck

  CFPMBA

• Chad Chase

  CGN Advisors, LLC — Brooklyn

  CFPMBACFA

• Chani Katzman

  Chani Katzman — New York

• Chris Cinelli

  Capital Insights Group of WNY, LLC. — Buffalo

  CFP

• Chris Haigh

  Iconoclastic Capital Management LLC — Brooklyn

  CFPChFCRICP

• Chris Pollard

  Great Path Planning — Goshen

  CFPEAMBA

• Christopher Congema

  Landmark Wealth Management, LLC — New York

  CFP

• Christopher Kehoe

  R.W. Roge & Company, Inc. — Bohemia

  CFAMBAAIF

• Christopher Marrone

  Marrone Wealth Management LLC — New York

  CFP

• Cindy Golub

  G-Squared Advisory LLC — Mamaroneck

  CFPMBA

• Cindy Sterling

  Sterling Financial Planning — New York

  ChFCMSRLP

• Clarity Advisors

  Clarity Advisors — Buffalo

• Connie Walsh-Toler

  Adirondack Retirement Strategies LLC — Moreau

  CFPCRC

• Corey Peterson

  Great Hill Advisory — Port Washington

  CFPEA

• Courtney McKenna

  Altfest Personal Wealth Management — New York

  CFPCLUCFA

• Cristina Guglielmetti

  Future Perfect Planning, LLC — Brooklyn

  CFPEAMBA

• Curtis Pope

  Pope Wealth Planning — New York

  CFP

• Cynthia Flannigan

  MainStreet Financial Planning, Inc. — New York

  CFP

• Cynthia Zalewsky

  Saratoga Investment Solutions Inc. — Saratoga Springs

  CFP

• Dann Ryan

  Sincerus Advisory — New York

  CFP

• David Flores Wilson

  Sincerus Advisory — New York

  CEPACFACFP

• David Frisch

  Frisch Financial Group, Inc. — New York

  CFPCPA/PFSCFS

• David Rosenstrock

  Wharton Wealth Planning — New York

  CFPMBA

• David Tomback

  Earndex, LLC — New York

  CFPMBA

• Deva Panambur

  Sarsi, LLC — New York

  BSCFACFP

• Dorie Fain

  &Wealth — New York

  CFP

• Elizabeth Peck

  Frazier Financial Consultants — Chapel Hill

  CFPMBA

• Erik Nero

  First Step Wealth Planning, LLC — Wilton

  CFPRICP

• Fabian Degen

  FMD Wealth Advisors — White Plains

  CFPCFAEA

• Gabriel Kaplan

  Wealth Habits — White Plains

  CFPCPAMBA

• Gabriel Markiz

  Portland Financial Advisors, Inc. — Port Washington

  CFPCPA/PFSMSFP

• Gene Thompson

  Iconoclastic Capital Management — Brooklyn

  CFPChFCRICP

• Gerry Barrasso

  United Financial Planning Group — Hauppauge

  CFPCPAMBA

• Ian Post

  Fifth Set Private Wealth Management LLC — Harrison

  CFACFP

• ignition tax

  ignition tax — new york

  CPA

• Igor Aronov

  FAR Financial — Brooklyn

  CFP

• Ilan Folman-Cohen

  Joel Isaacson & Co., LLC — New York

  CFPBSCPA/PFS

• J. Scott Kittrell

  Modera Wealth Management, LLC — New York

  CFPCFAACA

• Jake Morris

  Fun Financial — Rhinebeck

  CFP

• Jake Morris

  Fun Financial LLC — Staatsburg

  CFP

• James Williams

  Williams Financial, LLC — Saratoga Springs

  CFPMBACPA

• Jared Paul

  Capable Wealth — Albany

  CFPCIMA

• Jeff Arber

  Triple Play Planning, LLC — Amherst

  CFPMBA

• Jeffrey Wolniewicz

  Under Par Planning — Buffalo

  CFPChFCCLU

• Jennifer Kang

  JWK Financial — New York

  CFP

• Jeremy Veres

  Flower City Capital — Pittsford

  CFPCPWA

• Jeremy Zuke

  Abundo Wealth — New York

• Joe Forish

  Fortrove Partners — New York

  CFPCFA

• John Belluardo

  Stewardship Financial Services, Inc. — Irvington

  ChFCMS

• Jonathan Thomas

  JQL Wealth, LLC — Pittsford

  CFPCCFC

• Jose Vivero

  United Financial Planning Group, LLC — New York

  CFPChFCCLU

• Josefine Cays

  Bridgewater Advisors Inc. — New York

  CFACFPEA

• Julie Ford

  Ford Financial Solutions, LLC — New York

  CFPCPA

• Justin Belkin

  Financial Boss — Plainview

  CFPEAMBA

• Katherine Young

  Yearwood Young Advisors LLC — Brooklyn

  CFACFP

• Kathryn Kubiak-Rizzone

  About Time Financial Planning — Rochester

  CFP

• Kaysi Gordon

  Kaysi Gordon Financial Planning — Valley Stream

  CFPCPAMBA

• Kenneth Robinson

  Sax Wealth Advisors, LLC — New York

  CFPJDCPA

• Kerry Mayo

  Capital Financial Advisors of New York, LLC — Clifton Park

  CFPMAMBA

• Kimerly Polak Guerrero

  Polero ICE Advisers LLC — New York

  CFPMBARICP

• Larry Sprung, CFP®, CEPA®▪️ Mitlin Financial, Inc®

  Larry Sprung, CFP®, CEPA®▪️ Mitlin Financial, Inc® — Hauppauge

  CFP

• Laura Hemphill

  LEH Advisors LLC — New York

  CFP

• Laura Rotter

  True Abundance Advisors — White Plains

  CFPCFAMBA

• Louise Bryant

  Financial Spyglass® — Rye

  CFPMBARLP

• Luis Rosa

  Build a Better Financial Future LLC — White Plains

  CFPEA

• Maha Gannavaram

  Unique Financial Advisors — New York

  CFPEAMSFP

• Marc Vorchheimer

  Integrated Financial Consulting — Monsey

  CFP

• Mark Moretti

  MedWealth Advisors — Carnegie

  CFP

• Matt Lechner

  Layline Advisors — Rochester

  CFP

• Matt Ricks

  Haystack Financial Planning LLC — Syosset

  CFPMBA

• Matthew McKee

  Target Rock Wealth Management — New York

  CFACFPMBA

• Matthew Sexton

  Clear Harbor Asset Management — New York

  CFPCIMAMSFP

• Meredith Briggs

  Taconic Advisors, Inc. — Saugerties

  CFP

• Michael Robertson

  Shelterbelt Advisors — Red Hook

  CFP

• Narumi Yoshida

  Yoshida Wealth Management, Inc. — White Plains

  CFPCPA/PFSEA

• Narumi Yoshida

  Yoshida Wealth Management — White Plains

  CFPCPAEA

• Nate Tomkiewicz

  Tomkiewicz Wealth Management, LLC — Wynantskill

  CFP

• Patrick Cicchetti

  Patrick Cicchetti — Rochester

• Paul Coleman Iii

  Free Time Financial LLC — Orchard Park

  CFP

• Paul Sydlansky

  Lake Road Advisors — Corning

  CFPMBA

• Philip Murphy

  IndiePlan LLC — Albany

  CFPCFA

• Rachel Sloan

  Sloan Advisory Group, Inc. — Glens Falls

  CFPCRPC

• Rahimul Taher

  Taher Financial Planning — Brooklyn

  CFPEA

• Raj Prashad

  Eagle Tax Planning & Advisory Grp. LLC — Ozone Park

  CFPChFCEA

• Richard McCormack

  School of Personal Finance — Yorktown Heights

  CFPRICP

• Robert Chambers

  80 Rods Advisors LLC — Larchmont

  CFPCPA

• Robert Friedman

  Central Park Financial Planning LLC — Rye Brook

  BSCDFACFP

• Rodriquez Wealth Management

  Rodriquez Wealth Management — Newport Beach

  CFP

• Ryan Derousseau

  United Financial Planning Group — Hauppauge

  CFPEA

• Sara Stanich

  Cultivating Wealth — Brooklyn

  CFPCDFAMBA

• Sarah Swan

  Howe & Rusling, Inc. — Rochester

  CFPCRPCCFA

• Scott Strohecker

  Bouchey Financial Group, Ltd. — Troy

  CFPEACPA

• Scott Weiss

  Weiss Financial Group — Mahopac

  CFPCRPCAAMS

• Shane Mason

  Brooklyn FI — Brooklyn

  CFPCPA/PFSCPWA

• Stacy Francis

  Francis Financial, Inc. — New York

  CDFACFP

• Tamara Witham

  GreenLife Advisors, LLC — Harrison

  CFPCFAMBA

• Taylor Nissi

  Taylor Nissi — White Plains

  CFP

• Thomas Mullarkey

  Hive Retirement Planning — New York

  CFPRICPTPCP

• Tipiwa Walker

  Lucre Advisory LLC — Brooklyn

  CFPMBA

• Titan

  Titan — New York

• Tracy Sherwood

  Sherwood Financial Management — Williamsville

  CFP

• Vered Frank

  StackWealth — New York

  CFPMBA

• Zachary Zwillinger

  ZZ Planning LLC — New York

  CFPJD

• Zhi Li

  Twelve Two Capital LLC — Brooklyn

  CFP

Firms headquartered in New York (101)

• N Financial Plans

  Huntington, New York

• Earndex, LLC

  New York, New York

• MainStreet Financial Planning, Inc.

  New York, New York

• United Financial Planning Group, LLC

  New York, New York

• JWK Financial

  New York, New York

• Flores Wealth Planning, LLC

  New York, New York

• Ford Financial Solutions, LLC

  New York, New York

• Grand Central Financial Planning

  New York, New York

• Modera Wealth Management, LLC

  New York, New York

• Frisch Financial Group, Inc.

  New York, New York

• Brooklyn FI

  Brooklyn, New York

• Sax Wealth Advisors, LLC

  New York, New York

• Iconoclastic Capital Management

  Brooklyn, New York

• StackWealth

  New York, New York

• Unique Financial Advisors

  New York, New York

• FAR Financial

  Brooklyn, New York

• Under Par Planning

  Buffalo, New York

• School of Personal Finance

  Yorktown Heights, New York

• First Step Wealth Planning, LLC

  Wilton, New York

• Fun Financial

  Rhinebeck, New York

• Financial Spyglass®

  Rye, New York

• Capital Financial Advisors of New York, LLC

  Clifton Park, New York

• Sincerus Advisory

  New York, New York

• Altfest Personal Wealth Management

  New York, New York

• ADV Investment Management

  White Plains, New York

• &Wealth

  New York, New York

• Landmark Wealth Management, LLC

  New York, New York

• Joel Isaacson & Co., LLC

  New York, New York

• Polero ICE Advisers LLC

  New York, New York

• LEH Advisors LLC

  New York, New York

• Francis Financial, Inc.

  New York, New York

• CGN Advisors, LLC

  Brooklyn, New York

• Wharton Wealth Planning

  New York, New York

• Lucre Advisory LLC

  Brooklyn, New York

• Sterling Financial Planning

  New York, New York

• Hive Retirement Planning

  New York, New York

• Yearwood Young Advisors LLC

  Brooklyn, New York

• Marrone Wealth Management LLC

  New York, New York

• Sarsi, LLC

  New York, New York

• Clear Harbor Asset Management

  New York, New York

• ZZ Planning LLC

  New York, New York

• Target Rock Wealth Management

  New York, New York

• Arcadia Wealth Management

  New York, New York

• Cultivating Wealth

  Brooklyn, New York

• Bridgewater Advisors Inc.

  New York, New York

• Brewster Financial Planning LLC

  Brooklyn, New York

• Greenspring Advisors

  New York, New York

• Luesink Stenstrom Financial

  New York, New York

• Build a Better Financial Future LLC

  White Plains, New York

• Eagle Tax Planning & Advisory Grp. LLC

  Ozone Park, New York

• Howe & Rusling, Inc.

  Rochester, New York

• Marathon Wealth Management, Inc.

  Melville, New York

• Portland Financial Advisors, Inc.

  Port Washington, New York

• R.W. Roge & Company, Inc.

  Bohemia, New York

• Saratoga Investment Solutions Inc.

  Saratoga Springs, New York

• Sloan Advisory Group, Inc.

  Glens Falls, New York

• Stewardship Financial Services, Inc.

  Irvington, New York

• Taconic Advisors, Inc.

  Saugerties, New York

• Yoshida Wealth Management, Inc.

  White Plains, New York

• Flower City Capital

  Pittsford, New York

• G-Squared Advisory LLC

  Mamaroneck, New York

• Capable Wealth

  Albany, New York

• IndiePlan LLC

  Albany, New York

• Bouchey Financial Group, Ltd.

  Troy, New York

• Williams Financial, LLC

  Saratoga Springs, New York

• Adirondack Retirement Strategies LLC

  Moreau, New York

• Moonbridge Financial Design, LLC

  Rhinebeck, New York

• Sylo Planning, LLC

  Brooklyn, New York

• Future Perfect Planning, LLC

  Brooklyn, New York

• Frazier Financial Consultants

  Chapel Hill, New York

• Central Park Financial Planning LLC

  Rye Brook, New York

• GreenLife Advisors, LLC

  Harrison, New York

• Fifth Set Private Wealth Management LLC

  Harrison, New York

• Clarity Investments + Planning LLC

  Mount Kisco, New York

• 80 Rods Advisors LLC

  Larchmont, New York

• True Abundance Advisors

  White Plains, New York

• Tomkiewicz Wealth Management, LLC

  Wynantskill, New York

• Irvine Wealth Planning Strategies, LLC

  Jasper, New York

• Capital Insights Group of WNY, LLC.

  Buffalo, New York

• Fortrove Partners

  New York, New York

• About Time Financial Planning

  Rochester, New York

• Twelve Two Capital LLC

  Brooklyn, New York

• Taher Financial Planning

  Brooklyn, New York

• Triple Play Planning, LLC

  Amherst, New York

• MedWealth Advisors

  Carnegie, New York

• Great Path Planning

  Goshen, New York

• JQL Wealth, LLC

  Pittsford, New York

• Great Hill Advisory

  Port Washington, New York

• Integrated Financial Consulting

  Monsey, New York

• Kaysi Gordon Financial Planning

  Valley Stream, New York

• Layline Advisors

  Rochester, New York

• Haystack Financial Planning LLC

  Syosset, New York

• Pope Wealth Planning

  New York, New York

• Sherwood Financial Management

  Williamsville, New York

• Wealth Habits

  White Plains, New York

• Free Time Financial LLC

  Orchard Park, New York

• Financial Boss

  Plainview, New York

• Weiss Financial Group

  Mahopac, New York

• Yoshida Wealth Management

  White Plains, New York

• Eudaimonia Wealth LLC

  Buffalo, New York

• Shelterbelt Advisors

  Red Hook, New York

Metros tracked

• New York City
• Westchester

Metro-level canonical pages are rolling out as advisor coverage in each metro reaches the publish threshold.