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Wellspent public graph/Locations/United States/New York
United States

Fee-only advisors in New York

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

What fee-only financial advisors charge in New York

By the numbers

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.

Advisors listed
1,162
Firms
565
Cities
206
Hold the CFP
36%
  • Other credentials: CFA 11% · CPA 2% · EA 2%
  • How they charge (of 1159 with fees on file): percentage of assets 93% · fixed fees 62% · hourly 50% · ongoing planning fee 8%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving New York (1,162)

Fee-only advisors serving New York: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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
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
Courtney McKenna Altfest Personal Wealth Management New York CFP, CLU, CFA, CPA/PFS Ongoing planning fee
Curtis Pope Pope Wealth Planning New York CFP One-time planning fee, 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
Gene Thompson Iconoclastic Capital Management Brooklyn CFP, ChFC, RICP, Certified Student Loan Professional Percentage of assets, Ongoing planning fee
Jared Paul Capable Wealth Albany CFP, CIMA Percentage of assets, Hourly
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
Erik Nero First Step Wealth Planning, LLC Wilton CFP, RICP Flat fee or retainer, Ongoing planning fee
Joe Forish Fortrove Partners New York CFP, CFA Percentage of assets, Ongoing planning fee
Kaysi Gordon Kaysi Gordon Financial Planning Valley Stream CFP, CPA, MBA Percentage of assets, One-time planning fee
Laura Rotter True Abundance Advisors White Plains CFP, CFA, MBA Percentage of assets, Ongoing planning fee
Tracy Sherwood Sherwood Financial Management Williamsville CFP Ongoing planning fee, One-time planning fee
Zachary Zwillinger ZZ Planning LLC New York CFP, JD Flat fee or retainer, Ongoing planning fee
Ally Jane Ayers Brooklyn FI, LLC Brooklyn CFP, EA Percentage of assets, Ongoing 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
Brett Koeppel Eudaimonia Wealth LLC Buffalo CFP Percentage of assets
Chad Chase CGN Advisors, LLC Brooklyn CFP, MBA, CFA, BA Ongoing planning fee
Christopher Congema Landmark Wealth Management, LLC New York CFP Percentage of assets
David Frisch Frisch Financial Group, Inc. New York CFP, CPA/PFS, CFS, CDFA Percentage of assets, Fixed fees
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
Jennifer Kang JWK Financial New York CFP Flat fee or retainer, Ongoing planning fee
Justin Belkin Financial Boss Plainview CFP, EA, MBA Flat fee or retainer, Percentage of assets
Paul Coleman Iii Free Time Financial LLC Orchard Park CFP Flat fee or retainer, Ongoing planning fee
Shane Mason Brooklyn FI Brooklyn CFP, CPA/PFS, CPWA, EA Percentage of assets, Ongoing planning fee
Allison Vanaski Arcadia Wealth Management New York CFP Percentage of assets, Hourly
Gerry Barrasso United Financial Planning Group Hauppauge CFP, CPA, MBA, PFS Percentage of assets, Hourly
Jose Vivero United Financial Planning Group, LLC New York CFP, ChFC, CLU, RICP Percentage of assets, Hourly
Kerry Mayo Capital Financial Advisors of New York, LLC Clifton Park CFP, MA, MBA Percentage of assets, Hourly
Matthew McKee Target Rock Wealth Management New York CFA, CFP, MBA Percentage of assets, Hourly
Richard McCormack School of Personal Finance Yorktown Heights CFP, RICP Percentage of assets, Hourly
Ryan Derousseau United Financial Planning Group Hauppauge CFP, EA 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
David Rosenstrock Wharton Wealth Planning New York CFP, MBA Percentage of assets, Hourly
Kenneth Robinson Sax Wealth Advisors, LLC New York CFP, JD, CPA, CFA Percentage of assets, Hourly
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
Scott Strohecker Bouchey Financial Group, Ltd. Troy CFP, EA, CPA Percentage of assets, Fixed fees
Arthur Flores Flores Wealth Planning, LLC New York CFP Hourly, Flat fee or retainer
Cathleen Tobin Moonbridge Financial Design, LLC Rhinebeck CFP, MBA Percentage of assets, Ongoing planning fee
Cindy Golub G-Squared Advisory LLC Mamaroneck CFP, MBA Hourly, Fixed fees

Firms headquartered in New York (480)

All 480 firms in New York