# Fee-only financial advisors in New York, United States

> Dense fee-only presence across the city, Long Island, and upstate.

The Wellspent public graph lists 1,162 fee-only financial advisors serving New York at 565 firms, most in New York, Saratoga Springs and Rochester. 36% hold the CFP certification. Of the 1159 with fees on file, 93% charge percentage of assets.

Page: https://find.wellspent.co/locations/us/new-york/
1162 fee-only advisors listed; data last updated November 2, 2026.
Fee-only means paid only by clients, never by commissions. Order reflects the directory, not payment; there are no sponsored listings.

## 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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [Jared Paul](https://find.wellspent.co/advisors/jared-paul.md) | Capable Wealth | Albany, New York | CFP, CIMA | Percentage of assets, Hourly, Fixed fees |
| [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 |
| [Erik Nero](https://find.wellspent.co/advisors/erik-nero.md) | First Step Wealth Planning, LLC | Wilton, New York | CFP, RICP | Flat fee or retainer, Ongoing planning fee |
| [Joe Forish](https://find.wellspent.co/advisors/joe-forish.md) | Fortrove Partners | New York, New York | CFP, CFA | Percentage of assets, Ongoing planning fee |
| [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 |
| [Laura Rotter](https://find.wellspent.co/advisors/laura-rotter.md) | True Abundance Advisors | White Plains, New York | CFP, CFA, MBA | Percentage of assets, 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 |
| [Zachary Zwillinger](https://find.wellspent.co/advisors/zachary-zwillinger.md) | ZZ Planning LLC | New York, New York | CFP, JD | Flat fee or retainer, Ongoing planning fee |
| [Ally Jane Ayers](https://find.wellspent.co/advisors/ally-jane-ayers.md) | Brooklyn FI, LLC | Brooklyn, New York | CFP, EA | Percentage of assets, Ongoing planning fee |
| [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 |
| [Brett Koeppel](https://find.wellspent.co/advisors/brett-koeppel.md) | Eudaimonia Wealth LLC | Buffalo, New York | CFP | Percentage of assets |
| [Chad Chase](https://find.wellspent.co/advisors/chad-chase.md) | CGN Advisors, LLC | Brooklyn, New York | CFP, MBA, CFA, BA, CPA/PFS, CIMA, ChSNC, CDFA, RFC, EA | Ongoing planning fee |
| [Christopher Congema](https://find.wellspent.co/advisors/christopher-congema.md) | Landmark Wealth Management, LLC | New York, New York | CFP | Percentage of assets |
| [David Frisch](https://find.wellspent.co/advisors/david-frisch.md) | Frisch Financial Group, Inc. | New York, New York | CFP, CPA/PFS, CFS, CDFA, MSFS, CRPC | Percentage of assets, Fixed fees |
| [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 |
| [Jennifer Kang](https://find.wellspent.co/advisors/jennifer-kang.md) | JWK Financial | New York, New York | CFP | Flat fee or retainer, Ongoing planning fee |
| [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 |
| [Paul Coleman Iii](https://find.wellspent.co/advisors/paul-coleman-iii.md) | Free Time Financial LLC | Orchard Park, New York | CFP | Flat fee or retainer, Ongoing planning fee |
| [Shane Mason](https://find.wellspent.co/advisors/shane-mason.md) | Brooklyn FI | Brooklyn, New York | CFP, CPA/PFS, CPWA, EA, RLP, CPA, PFS | Percentage of assets, Ongoing planning fee |
| [Allison Vanaski](https://find.wellspent.co/advisors/allison-vanaski.md) | Arcadia Wealth Management | New York, New York | CFP | Percentage of assets, Hourly |
| [Gerry Barrasso](https://find.wellspent.co/advisors/gerry-barrasso.md) | United Financial Planning Group | Hauppauge, New York | CFP, CPA, MBA, PFS | Percentage of assets, Hourly, Fixed fees |
| [Jose Vivero](https://find.wellspent.co/advisors/jose-vivero.md) | United Financial Planning Group, LLC | New York, New York | CFP, ChFC, CLU, RICP, EA, CPA/PFS | Percentage of assets, Hourly, Fixed fees |
| [Kerry Mayo](https://find.wellspent.co/advisors/kerry-mayo.md) | Capital Financial Advisors of New York, LLC | Clifton Park, New York | CFP, MA, MBA | Percentage of assets, Hourly, Fixed fees |
| [Matthew McKee](https://find.wellspent.co/advisors/matthew-mckee.md) | Target Rock Wealth Management | New York, New York | CFA, CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [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 |
| [Ryan Derousseau](https://find.wellspent.co/advisors/ryan-derousseau.md) | United Financial Planning Group | Hauppauge, New York | CFP, EA | Percentage of assets, Hourly, Fixed fees |
| [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 |
| [David Rosenstrock](https://find.wellspent.co/advisors/david-rosenstrock.md) | Wharton Wealth Planning | New York, New York | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Kenneth Robinson](https://find.wellspent.co/advisors/kenneth-robinson.md) | Sax Wealth Advisors, LLC | New York, New York | CFP, JD, CPA, CFA, MBA, CeFT, RLP, MS | Percentage of assets, Hourly, Fixed fees |
| [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 |
| [Scott Strohecker](https://find.wellspent.co/advisors/scott-strohecker.md) | Bouchey Financial Group, Ltd. | Troy, New York | CFP, EA, CPA | Percentage of assets, Fixed fees |
| [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 |
| [Cathleen Tobin](https://find.wellspent.co/advisors/cathleen-tobin.md) | Moonbridge Financial Design, LLC | Rhinebeck, New York | CFP, MBA | Percentage of assets, Ongoing planning fee |
| [Cindy Golub](https://find.wellspent.co/advisors/cindy-golub.md) | G-Squared Advisory LLC | Mamaroneck, New York | CFP, MBA | Hourly, Fixed fees |
| [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 |
| [Dann Ryan](https://find.wellspent.co/advisors/dann-ryan.md) | Sincerus Advisory | New York, New York | CFP | Percentage of assets, Fixed fees |
| [David Flores Wilson](https://find.wellspent.co/advisors/david-flores-wilson.md) | Sincerus Advisory | New York, New York | CEPA, CFA, CFP | Percentage of assets, Fixed fees |
| [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 |
| [Jonathan Thomas](https://find.wellspent.co/advisors/jonathan-thomas.md) | JQL Wealth, LLC | Pittsford, New York | CFP, CCFC | Percentage of assets, Ongoing planning fee |
| [Katherine Young](https://find.wellspent.co/advisors/katherine-young.md) | Yearwood Young Advisors LLC | Brooklyn, New York | CFA, CFP | Ongoing planning fee, Percentage of assets |
| [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 |
| [Matthew Sexton](https://find.wellspent.co/advisors/matthew-sexton.md) | Clear Harbor Asset Management | New York, New York | CFP, CIMA, MSFP | Percentage of assets, Fixed fees, Performance-based fees |
| [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 |
| [Connie Walsh-Toler](https://find.wellspent.co/advisors/connie-walsh-toler.md) | Adirondack Retirement Strategies LLC | Moreau, New York | CFP, CRC | Percentage of assets, Fixed fees |
| [Corey Peterson](https://find.wellspent.co/advisors/corey-peterson.md) | Great Hill Advisory | Port Washington, New York | CFP, EA | Percentage of assets, Fixed fees |
| [Dorie Fain](https://find.wellspent.co/advisors/dorie-fain.md) | &Wealth | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Josefine Cays](https://find.wellspent.co/advisors/josefine-cays.md) | Bridgewater Advisors Inc. | New York, New York | CFA, CFP, EA | Percentage of assets |
| [Maha Gannavaram](https://find.wellspent.co/advisors/maha-gannavaram.md) | Unique Financial Advisors | New York, New York | CFP, EA, MSFP | Ongoing planning fee |
| [Rachel Sloan](https://find.wellspent.co/advisors/rachel-sloan.md) | Sloan Advisory Group, Inc. | Glens Falls, New York | CFP, CRPC | Percentage of assets, Hourly, Fixed fees |
| [Rajiv Dixit](https://find.wellspent.co/advisors/rajiv-dixit.md) | Serenity Capital Advisors | Pittsford, New York | CFP | Percentage of assets |
| [Robert Friedman](https://find.wellspent.co/advisors/robert-friedman.md) | Central Park Financial Planning LLC | Rye Brook, New York | BS, CDFA, CFP, MBA | Ongoing planning fee |
| [Salvatore Paternico](https://find.wellspent.co/advisors/salvatore-paternico.md) | W&S Management Services | Rochester, New York | CFP, ChFC | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Scott Weiss](https://find.wellspent.co/advisors/scott-weiss.md) | Weiss Financial Group | Mahopac, New York | CFP, CRPC, AAMS, APMA, RICP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Stacy Francis](https://find.wellspent.co/advisors/stacy-francis.md) | Francis Financial, Inc. | New York, New York | CDFA, CFP | Percentage of assets, Hourly |
| [Tamara Witham](https://find.wellspent.co/advisors/tamara-witham.md) | GreenLife Advisors, LLC | Harrison, New York | CFP, CFA, MBA | Percentage of assets, Hourly, Fixed fees |
| [Ashley Bleckner](https://find.wellspent.co/advisors/ashley-bleckner.md) | Ellevest | New York, New York | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Cindy Sterling](https://find.wellspent.co/advisors/cindy-sterling.md) | Sterling Financial Planning | New York, New York | ChFC, MS, RLP | Flat fee or retainer, Ongoing planning fee |
| [David Tomback](https://find.wellspent.co/advisors/david-tomback.md) | Earndex, LLC | New York, New York | CFP, MBA | One-time planning fee |
| [Elizabeth Peck](https://find.wellspent.co/advisors/elizabeth-peck.md) | Frazier Financial Consultants | Chapel Hill, New York | CFP, MBA | Hourly |
| [George Harris](https://find.wellspent.co/advisors/george-harris.md) | Bentham Wealth Advisors | Williamsville, New York | CFP | Percentage of assets, Ongoing 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 |
| [Jeremy Zuke](https://find.wellspent.co/advisors/jeremy-zuke.md) | Abundo Wealth | New York, New York |   | Subscription |
| [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 |
| [Kaitlin Horsch](https://find.wellspent.co/advisors/kaitlin-horsch.md) | Ellevest | New York, New York | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Louise Bryant](https://find.wellspent.co/advisors/louise-bryant.md) | Financial Spyglass® | Rye, New York | CFP, MBA, RLP | Fixed fees |
| [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 |
| [Meredith Briggs](https://find.wellspent.co/advisors/meredith-briggs.md) | Taconic Advisors, Inc. | Saugerties, New York | CFP | Fixed fees |
| [Michael Ryan](https://find.wellspent.co/advisors/michael-ryan-2212989.md) | Marathon Mission | Latham, New York | CFP | Percentage of assets, Fixed fees |
| [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 |
| [Sofia Figueroa](https://find.wellspent.co/advisors/sofia-figueroa.md) | Ellevest | New York, New York | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Steven Witter](https://find.wellspent.co/advisors/steven-witter.md) | Bentham Wealth Advisors | Williamsville, New York | CFP | Percentage of assets, Ongoing planning fee |
| [Taylor Nissi](https://find.wellspent.co/advisors/taylor-nissi.md) | Farther | White Plains, New York | CFP | Percentage of assets, Flat fee or retainer |
| [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 |
| [Veronica Taylor](https://find.wellspent.co/advisors/veronica-taylor.md) | Ellevest | New York, New York | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Adam Kalender](https://find.wellspent.co/advisors/adam-kalender.md) | Milestone Asset Management Group | Pearl River, New York | CFP | Flat fee or retainer |
| [Andrew Fox](https://find.wellspent.co/advisors/andrew-fox.md) | Fox Financial Services | White Plains, New York | CFP | Percentage of assets |
| [Anthony Ogorek](https://find.wellspent.co/advisors/anthony-ogorek.md) | Ogorek Wealth Management | Williamsville, New York | CFP | Percentage of assets, Fixed fees |
| [Douglas Augenthaler](https://find.wellspent.co/advisors/douglas-augenthaler.md) | Palumbo Wealth Management | Great Neck, New York | CFP, CFA | Percentage of assets, Fixed fees |
| [Jeffrey Viksjo](https://find.wellspent.co/advisors/jeffrey-viksjo.md) | Ogorek Wealth Management | Williamsville, New York | CFP, CFA | Percentage of assets, Fixed fees |
| [Jesse Rodriquez](https://find.wellspent.co/advisors/jesse-rodriquez.md) | Rodriquez Wealth Management | Newport Beach, New York | CFP | Percentage of assets |
| [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 |
| [Joseph Rodriguez](https://find.wellspent.co/advisors/joseph-rodriguez.md) | Matriarch Wealth Management | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [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 |
| [Lawrence Blau](https://find.wellspent.co/advisors/lawrence-blau.md) | LL Financial Services | Ossining, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Matthew Hague](https://find.wellspent.co/advisors/matthew-hague.md) | Guide Wealth Management | Putnam Valley, New York | CFP | Percentage of assets |
| [Michael Powsner](https://find.wellspent.co/advisors/michael-powsner.md) | Upstart Wealth Management | New York, New York | CFP, PFS | Percentage of assets, Ongoing planning fee |
| [Peter Levine](https://find.wellspent.co/advisors/peter-levine.md) | Velara Wealth Management | New York, New York | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Russell Kroeger](https://find.wellspent.co/advisors/russell-kroeger.md) | Upstart Wealth Management | New York, New York | CFP | Percentage of assets, Ongoing 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 |
| [Alondra Garcia](https://find.wellspent.co/advisors/alondra-garcia.md) | Ellevest | New York, New York | CFA | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Ankur Patel](https://find.wellspent.co/advisors/ankur-patel.md) | Ellevest | New York, New York | CFA | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Anne Chernish](https://find.wellspent.co/advisors/anne-chernish.md) | Anchor Capital Management | Ithaca, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Benjamin Forte](https://find.wellspent.co/advisors/benjamin-forte.md) | Kickstand Wealth Advisors | Pittsford, New York | CFP | Percentage of assets |
| [Bryan Koslow](https://find.wellspent.co/advisors/bryan-koslow.md) | Clarus Group | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Caleb Jennings](https://find.wellspent.co/advisors/caleb-jennings.md) | Sanderson Wealth Management | Buffalo, New York | CFP | Percentage of assets |
| [Chad Goodchild](https://find.wellspent.co/advisors/chad-goodchild.md) | Kickstand Wealth Advisors | Pittsford, New York | CFP | Percentage of assets |
| [Chen Li](https://find.wellspent.co/advisors/chen-li.md) | GoalVest Advisory | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees |
| [Corey Ernisse](https://find.wellspent.co/advisors/corey-ernisse.md) | Kickstand Wealth Advisors | Pittsford, New York | CFP | Percentage of assets |
| [Devyn Little](https://find.wellspent.co/advisors/devyn-little.md) | Kickstand Wealth Advisors | Pittsford, New York | CFP | Percentage of assets |
| [Dyer McCabe](https://find.wellspent.co/advisors/dyer-mccabe.md) | Kilter Group | Rhinebeck, New York | CFP, ChFC | Percentage of assets, Fixed fees |
| [Elena Ladygina](https://find.wellspent.co/advisors/elena-ladygina.md) | Veris Wealth Partners | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Evan Kraft](https://find.wellspent.co/advisors/evan-kraft.md) | Sanderson Wealth Management | Buffalo, New York | CFP | Percentage of assets |
| [ignition tax](https://find.wellspent.co/advisors/ignition-tax-655000.md) | ignition tax | new york, New York | CPA | Flat fee or retainer |
| [Jacob Schlicht](https://find.wellspent.co/advisors/jacob-schlicht.md) | Kickstand Wealth Advisors | Pittsford, New York | CFP | Percentage of assets |
| [James Kaffenbarger](https://find.wellspent.co/advisors/james-kaffenbarger.md) | BCK Partners | Corning, New York | CFP | Percentage of assets |
| [James Warner](https://find.wellspent.co/advisors/james-warner.md) | Sanderson Wealth Management | Buffalo, New York | CFP | Percentage of assets |
| [Jennifer Weber](https://find.wellspent.co/advisors/jennifer-weber.md) | Weber Asset Management | Lake Success, New York | CFP | Percentage of assets |
| [Jessica Demler](https://find.wellspent.co/advisors/jessica-demler.md) | Oxler Private Wealth | Rye Brook, New York | CFP | Percentage of assets, Hourly |
| [John Gullo](https://find.wellspent.co/advisors/john-gullo.md) | Sanderson Wealth Management | Buffalo, New York | CFP | Percentage of assets |
| [Justin Sanderson](https://find.wellspent.co/advisors/justin-sanderson.md) | Sanderson Wealth Management | Buffalo, New York | CFP | Percentage of assets |
| [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 |
| [Kristen Goodman](https://find.wellspent.co/advisors/kristen-goodman.md) | Ellevest | New York, New York | CFA | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Larry Sprung](https://find.wellspent.co/advisors/larry-sprung.md) | Mitlin Financial, Inc | Hauppauge , New York | CFP | Percentage of assets, Flat fee or retainer |
| [Mariette Campbell](https://find.wellspent.co/advisors/mariette-campbell.md) | Osprey Private Wealth | New York, New York | CFP | Percentage of assets |
| [Mark Chemtob](https://find.wellspent.co/advisors/mark-chemtob.md) | Chemistry Wealth Management, LLC. | New York, New York | CFP | Ongoing planning fee |
| [Nina Spezzaferro](https://find.wellspent.co/advisors/nina-spezzaferro.md) | Chemistry Wealth Management, LLC. | New York, New York | CFP | 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 |
| [Peter Egolf](https://find.wellspent.co/advisors/peter-egolf.md) | Kilter Group | Rhinebeck, New York | CFP | Percentage of assets, Fixed fees |
| [Rakesh Budhram](https://find.wellspent.co/advisors/rakesh-budhram.md) | Prolific Solutions | Ozone Park, New York | CFP | Percentage of assets, Fixed fees |
| [Robert Weinstein](https://find.wellspent.co/advisors/robert-weinstein.md) | Round Rock Advisors | Harrison, New York | CFP, PFS | Percentage of assets, Fixed fees |
| [Sarah Creath](https://find.wellspent.co/advisors/sarah-creath.md) | BCK Partners | Corning, New York | CFP | Percentage of assets |
| [Sevasti Balafas](https://find.wellspent.co/advisors/sevasti-balafas.md) | GoalVest Advisory | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees |
| [Timothy Domino](https://find.wellspent.co/advisors/timothy-domino.md) | Sanderson Wealth Management | Buffalo, New York | CFP | Percentage of assets |
| [Timothy Kingsbury](https://find.wellspent.co/advisors/timothy-kingsbury.md) | Veris Wealth Partners | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Adam Frank](https://find.wellspent.co/advisors/adam-frank.md) | Frank Finances | New York, New York | CFP | Ongoing planning fee, One-time planning fee |
| [Adam Magee](https://find.wellspent.co/advisors/adam-magee.md) | Whitney & Company | Rochester, New York | CFP | Percentage of assets, Fixed fees |
| [Andrew Pallas](https://find.wellspent.co/advisors/andrew-pallas.md) | Minich MacGregor Wealth Management | Saratoga Springs, New York | CFP | Percentage of assets, Fixed fees |
| [Angela Hall](https://find.wellspent.co/advisors/angela-hall.md) | Note Advisors | Hamburg, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Anthea Perkinson](https://find.wellspent.co/advisors/anthea-perkinson.md) | Monterey Associates | Pelham, New York | CFP | One-time planning fee, Flat fee or retainer |
| [Barry Picker](https://find.wellspent.co/advisors/barry-picker.md) | Meisels, Kunstler, Picker & Auerbach | Cedarhurst, New York | CFP | Percentage of assets, Hourly, 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 |
| [Brian Ward](https://find.wellspent.co/advisors/brian-ward.md) | W&S Management Services | Rochester, New York |   | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Chelsea Makowski](https://find.wellspent.co/advisors/chelsea-makowski.md) | Senior Financial and Tax | Orchard Park, New York | CFP | Percentage of assets, Fixed fees |
| [Christina Larkin](https://find.wellspent.co/advisors/christina-larkin.md) | Seneca Financial Advisors | Rochester, New York | CFP | Percentage of assets, Hourly, 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 |
| [Dalya Inhaber](https://find.wellspent.co/advisors/dalya-inhaber.md) | Minerva Wealth Advisory | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [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 |
| [Edward Hadad](https://find.wellspent.co/advisors/edward-hadad.md) | Financial Asset Management | Chappaqua, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Elizabeth Raabe](https://find.wellspent.co/advisors/elizabeth-raabe.md) | Seneca Financial Advisors | Rochester, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [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 |
| [Erika Safran](https://find.wellspent.co/advisors/erika-safran.md) | Safran Wealth Advisors | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Eugene Skorodinsky](https://find.wellspent.co/advisors/eugene-skorodinsky.md) | Minerva Wealth Advisory | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Eustache Clerveaux](https://find.wellspent.co/advisors/eustache-clerveaux.md) | Fidare Wealth Solutions | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [George Marron](https://find.wellspent.co/advisors/george-marron.md) | High Probability Advisors | Pittsford, New York | CFP | Percentage of assets |
| [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 |
| [Jeffrey Feldman](https://find.wellspent.co/advisors/jeffrey-feldman.md) | Rochester Financial Services | Pittsford, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [John Jackson](https://find.wellspent.co/advisors/john-jackson-7467253.md) | Stewards Advisory Services | Yonkers, New York | CFP | Percentage of assets, Hourly |
| [Matthew Newman](https://find.wellspent.co/advisors/matthew-newman.md) | High Probability Advisors | Pittsford, New York | CFP | Percentage of assets |
| [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 |
| [Michael Bernstein](https://find.wellspent.co/advisors/michael-bernstein.md) | Lionshead Wealth Management | New York, New York | CFP | Percentage of assets, Fixed fees |
| [Michael Hymes](https://find.wellspent.co/advisors/michael-hymes.md) | Beatrice Advisors | New York, New York | CFP | Percentage of assets, Fixed fees |
| [Richard Seeger](https://find.wellspent.co/advisors/richard-seeger.md) | R. Seeger Wealth Management | Lindenhurst, New York | CFP | Percentage of assets |
| [Rupesh Goyal](https://find.wellspent.co/advisors/rupesh-goyal.md) | Alphanso | Rochester, New York |   | Flat fee or retainer, Ongoing planning fee |
| [Sarah Stymus](https://find.wellspent.co/advisors/sarah-stymus.md) | Whitney & Company | Rochester, New York | CFP | Percentage of assets, Fixed fees |
| [Scott Kahan](https://find.wellspent.co/advisors/scott-kahan.md) | Financial Asset Management | Chappaqua, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Scott Lasky](https://find.wellspent.co/advisors/scott-lasky.md) | Lionshead Wealth Management | New York, New York | CFP | Percentage of assets, Fixed fees |
| [Shawn Glogowski](https://find.wellspent.co/advisors/shawn-glogowski.md) | Note Advisors | Buffalo, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Thomas Conway](https://find.wellspent.co/advisors/thomas-conway.md) | Note Advisors | Buffalo, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Viktoria Kamin](https://find.wellspent.co/advisors/viktoria-kamin.md) | Financial Asset Management | Chappaqua, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Zachary Erskine](https://find.wellspent.co/advisors/zachary-erskine.md) | Seneca Financial Advisors | Rochester, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Andrew Shoemaker](https://find.wellspent.co/advisors/andrew-shoemaker.md) | Hurley Capital | New York, New York | CFP | Percentage of assets, Fixed fees |
| [Angela Oneill](https://find.wellspent.co/advisors/angela-oneill.md) | The Strebel Planning Group | Ithaca, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Arynton Hardy](https://find.wellspent.co/advisors/arynton-hardy.md) | Savvy | New York, New York |   | Percentage of assets, One-time planning fee |
| [Ashwini Patil](https://find.wellspent.co/advisors/ashwini-patil.md) | GoalVest Advisory | New York, New York |   | Percentage of assets, Hourly, Fixed fees |
| [Braden DeForge](https://find.wellspent.co/advisors/braden-deforge.md) | GoalVest Advisory | New York, New York |   | Percentage of assets, Hourly, Fixed fees |
| [Brianna Sullivan](https://find.wellspent.co/advisors/brianna-sullivan.md) | Fruitful | New York, New York | CFP | Percentage of assets, Ongoing planning fee |
| [Charles Goldblum](https://find.wellspent.co/advisors/charles-goldblum.md) | Hurley Capital | New York, New York | CFP, CFA | Percentage of assets, Fixed fees |
| [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 |
| [Clayton Gardner](https://find.wellspent.co/advisors/clayton-gardner.md) | Titan | New York, New York |   | Percentage of assets, Subscription |
| [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 |
| [Emily Green](https://find.wellspent.co/advisors/emily-green-6185289.md) | Ellevest | New York, New York |   | Percentage of assets, Flat fee or retainer, Ongoing planning fee |
| [Evan Ryan](https://find.wellspent.co/advisors/evan-ryan.md) | Marathon Mission | Latham, New York |   | Percentage of assets, Fixed fees |
| [George Waters](https://find.wellspent.co/advisors/george-waters.md) | Infiniti Wealth Management | Brewster, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Grant Hall](https://find.wellspent.co/advisors/grant-hall.md) | Fruitful | New York, New York | CFP | Percentage of assets, 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 |
| [Harry Martin](https://find.wellspent.co/advisors/harry-martin.md) | GoalVest Advisory | New York, New York |   | Percentage of assets, Hourly, Fixed fees |
| [Jason Dongelewic](https://find.wellspent.co/advisors/jason-dongelewic.md) | Marathon Mission | Latham, New York |   | Percentage of assets, Fixed fees |
| [Jeffrey Lamarca](https://find.wellspent.co/advisors/jeffrey-lamarca.md) | Marcellus Capital Management | Skaneateles, New York | CFA | Percentage of assets, Performance-based fees |

Showing the first 200 of 1162. The full list, page by page: https://find.wellspent.co/locations/us/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).