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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
Ronald Deutsch Magnus Financial Group New York CFA Percentage of assets, Hourly
Samuel Magid Capital Counsel New York Not listed Percentage of assets
Samuel Schaeffer Lords Wealth Nyack Not listed Percentage of assets, Hourly
Steven Abernathy The Abernathy Group II Family Office New York Not listed Percentage of assets, Hourly
Steven Brill Clear Point Advisors Melville ChFC Percentage of assets, Hourly
Svetlin Krastev Black Sea GOLD advisors Kingston Not listed Percentage of assets
Terence Greene Capital Counsel New York Not listed Percentage of assets
Todd Thomas Versalife Advisors Jamaica Not listed Percentage of assets, Ongoing planning fee
William Brewster RGA Investment Advisors Great Neck CFA Percentage of assets
Aaron Fagan Fagan Associates Troy Not listed Percentage of assets, Hourly
Adam Gagas Rockbridge Investment Management Syracuse Not listed Percentage of assets, Hourly
Benjamin Chappell Horizon Financial West Henrietta Not listed Percentage of assets, Fixed fees
Benjamin Weinberg Edge Wealth Management New York Not listed Percentage of assets
Bradley Kowalczyk Ascent Wealth Partners New Hartford Not listed Percentage of assets
Brett Rosen Edge Wealth Management New York Not listed Percentage of assets
Christian Miller Fealty Niagara Falls Not listed Percentage of assets, Hourly
Christopher Berg Adirondack Capital Advisors Syracuse Not listed Percentage of assets, Hourly
Claire Ariglio Rockbridge Investment Management Syracuse Not listed Percentage of assets, Hourly
Clinton Kane Kane Financial Waterville Not listed Percentage of assets, Hourly
Danielle Hartman Kane Financial Pittsford Not listed Percentage of assets, Hourly
David Raphael Klingenstein Fields Advisors New York Not listed Percentage of assets, Fixed fees
David Schiller Arcanum Capital Management Syosset Not listed Percentage of assets, Fixed fees
David Yvars The David J. Yvars Group Valhalla Not listed Percentage of assets
Dennis Fagan Fagan Associates Troy Not listed Percentage of assets, Hourly
Donald Bond Edge Wealth Management New York Not listed Percentage of assets
Donald Kwarta Horizon Financial West Henrietta Not listed Percentage of assets, Fixed fees
Douglas Bissonette Ascent Wealth Partners New Hartford Not listed Percentage of assets
Douglas Keenholts Fagan Associates Troy Not listed Percentage of assets, Hourly
Eric Birdsall Milestone Consultants Whitney Point Not listed Percentage of assets, Hourly
Evan Coppola Miller Gesko Wealth Management Buffalo Not listed Percentage of assets, Hourly
Gerard Murray Ascent Wealth Partners Tribes Hill Not listed Percentage of assets
Henry Urban Miller Gesko Wealth Management Buffalo Not listed Percentage of assets, Hourly
James Campagna Adirondack Capital Advisors Syracuse Not listed Percentage of assets, Hourly
James Fields Klingenstein Fields Advisors New York Not listed Percentage of assets, Fixed fees
Jeremy Hudson Miller Gesko Wealth Management Buffalo Not listed Percentage of assets, Hourly
John Marx Edge Wealth Management New York Not listed Percentage of assets
Jonathan Blazick Horizon Financial West Henrietta Not listed Percentage of assets, Fixed fees
Jonathan Lupo Fealty Niagara Falls Not listed Percentage of assets, Hourly
Joseph Lee The David J. Yvars Group Valhalla Not listed Percentage of assets
Kate Kenney RDG Capital Management Pittsford Not listed Percentage of assets, Hourly
Kenneth Pollinger Klingenstein Fields Advisors New York Not listed Percentage of assets, Fixed fees
Marianna Beddard PlayBook Advizor Port Washington Not listed Ongoing planning fee
Martin Moshier Ascent Wealth Partners New Hartford Not listed Percentage of assets
Mary Jo Collabolletta The David J. Yvars Group Valhalla Not listed Percentage of assets
Matthew Weinberg Edge Wealth Management New York Not listed Percentage of assets
Michael Congdon Horizon Financial West Henrietta Not listed Percentage of assets, Fixed fees
Milan Karki Titanhub Jackson Heights Not listed Percentage of assets, Hourly
Nancy Kowalczyk Ascent Wealth Partners New Hartford Not listed Percentage of assets
Naoka Nakagawa Prism Planning & Solutions Group White Plains Not listed Percentage of assets, Fixed fees
Neil Edmonds Ascent Wealth Partners New Hartford Not listed Percentage of assets

Firms headquartered in New York (480)

All 480 firms in New York