W Wellspent Public advisor graph
Get matched
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
Charles Helme BH Asset Management New York Not listed Flat fee or retainer
Charles Levinson Sage Investment Advisers Wappingers Falls Not listed Percentage of assets, Hourly
Constantinos Athanailos Hurley Capital New York Not listed Percentage of assets, Fixed fees
David Caldwell Harvest Capital Assets Sanborn Not listed Percentage of assets
David Piano Piano Wealth Management Victor Not listed Percentage of assets, Hourly
David SooHoo Angel Wealth Advisors Astoria Not listed Percentage of assets, Flat fee or retainer
Devin Campbell LifeGoal Investments Saratoga Springs Not listed Percentage of assets, Hourly
Dmitriy Bolotnyy Naylor & Company Medusa Not listed Percentage of assets
Drew Collins Magnus Financial Group Bedford Corners CFA Percentage of assets, Hourly
Evan Wiggins LifeGoal Investments Saratoga Springs Not listed Percentage of assets, Hourly
Frederick Timm Timm Financial Services Poughkeepsie Not listed Percentage of assets, Fixed fees
Gary Schatsky IFC Personal Money Managers New York Not listed Hourly, Fixed fees
Hakan Ergulec Tekmen Wells Investments New York CFA Percentage of assets, Hourly
Harry Mamaysky QuantStreet Capital Rye Not listed Percentage of assets
Harvey Radler Fusion Family Wealth Woodbury Not listed Percentage of assets
Henry Wildhack Armory Capital Management Syracuse Not listed Percentage of assets
Isaac Mamaysky QuantStreet Capital Rye Not listed Percentage of assets
Ivan Thornton Fiduciary Management Group New York Not listed Percentage of assets, Hourly
James Berman JBGlobal.com New York Not listed Percentage of assets
James Cloudman Fusion Family Wealth Woodbury Not listed Percentage of assets
James Hedges Harvest Capital Assets Sanborn Not listed Percentage of assets
James Lubin Infiniti Wealth Management Brewster Not listed Percentage of assets, Hourly
Jason Gilbert RGA Investment Advisors Great Neck PFS Percentage of assets
Jason Sgroi Sgroi Wealth Albany Not listed Percentage of assets, Hourly
Jeff Blick Fusion Family Wealth Woodbury Not listed Percentage of assets
Jennifer Cornish BeauMorgan Pittsford Not listed Percentage of assets, Hourly
Jennifer Kenney-Zimmerli Two Point Capital Management Pittsford Not listed Percentage of assets
Jerry Schuder Sage Investment Advisers Wappingers Falls Not listed Percentage of assets, Hourly
John Duebendorfer Artemis Wealth Advisors Port Washington Not listed Percentage of assets, Performance-based fees
John Mendrysa Sgroi Wealth Albany Not listed Percentage of assets, Hourly
Jonathan Blau Fusion Family Wealth Woodbury Not listed Percentage of assets
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
Judson Ames Dark Horse Wealth Cazenovia Not listed Percentage of assets
Justin Berrie Capital Counsel New York Not listed Percentage of assets
Kevin Tarnovski The Strebel Planning Group Ithaca Not listed Percentage of assets, Hourly
Lauren Blum Capital Counsel New York Not listed Percentage of assets
Luke Timm Timm Financial Services Poughkeepsie Not listed Percentage of assets, Fixed fees
Marc Decuffa Proxy Wealth Chappaqua Not listed Percentage of assets, Hourly
Mark Sladkus Red Lighthouse Investment Management Hillsdale Not listed Percentage of assets
Matthew Abbott Armory Capital Management Syracuse Not listed Percentage of assets
Matthew Friedman Capital Counsel New York Not listed Percentage of assets
Maxwell Hulbert LifeGoal Investments Saratoga Springs Not listed Percentage of assets, Hourly
Mitchell Poirier SMP Financial Planning New York Not listed Percentage of assets, Hourly
Mitsuo Lockrow Cambridge Wealth Management Cambridge Not listed Percentage of assets, Hourly
Nicholas Rossetti LifeGoal Investments Saratoga Springs Not listed Percentage of assets, Hourly
Nicole Scarpati Capital Counsel New York Not listed Percentage of assets
Patrick Donnelly Donnelly Financial Services Rock Tavern Not listed Percentage of assets, Hourly
Peter Rup Artemis Wealth Advisors Port Washington Not listed Percentage of assets, Performance-based fees
Priya Malani Stash Wealth New York Not listed Percentage of assets, One-time planning fee

Firms headquartered in New York (480)

All 480 firms in New York