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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
Patricia McDonnell MSM Financial Strategies Manhasset Not listed Percentage of assets, Hourly
Rex Mahoney Adirondack Capital Advisors Syracuse Not listed Percentage of assets, Hourly
Robert Ryan Rockbridge Investment Management Syracuse Not listed Percentage of assets, Hourly
Sheldon Steuer Equinum New York Not listed Percentage of assets
Sophia Tsoupelis Ascent Wealth Partners New Hartford Not listed Percentage of assets
Stephen Basile Ascent Wealth Partners Saratoga Springs Not listed Percentage of assets
Thomas Dubois Dubois Capital Management Saratoga Springs Not listed Percentage of assets, Fixed fees
Timothy Welchons Ascent Wealth Partners New Hartford Not listed Percentage of assets
Whitney Baniewicz RDG Capital Management Pittsford Not listed Percentage of assets, Hourly
William Wadsworth North Woods Wealth Management Buffalo Not listed Percentage of assets, Fixed fees
Zacharia Waxler Equinum Brooklyn Not listed Percentage of assets
Alex Zazubec Highland Wealth Advisory Rochester Not listed Percentage of assets, Flat fee or retainer
Andrew Balkam Canny Capital Brookyln Not listed Percentage of assets, Hourly
Barry Dampf Clear Point Advisors Melville Not listed Percentage of assets, Hourly
Benjamin Thomas 4Sight Advisors Nyack Not listed Ongoing planning fee
Bryan Scheels Orange Investment Advisors Goshen Not listed Percentage of assets, Hourly
Carl Oppenheimer Oppenheimer + Close New York Not listed Flat fee or retainer
Casey Ryan Howe & Rusling Rochester Not listed Percentage of assets, Fixed fees
Chase Wickenheiser Magnus Financial Group New York Not listed Percentage of assets, Hourly
Claudia Sadde Activest Wealth Management New York Not listed Percentage of assets, Fixed fees
Craig Cairns Howe & Rusling Rochester Not listed Percentage of assets, Fixed fees
Curt Schultzberg Orange Investment Advisors Goshen Not listed Percentage of assets, Hourly
Daniel Mitchell Fiorile Financial Advisory Group Saranac Lake Not listed Hourly, Fixed fees
David Greenberg Watchstone Wealth Management New York Not listed Percentage of assets, Hourly
David Panebianco Orange Investment Advisors Goshen Not listed Percentage of assets, Hourly
Elizabeth Hutton Howe & Rusling Rochester Not listed Percentage of assets, Fixed fees
Ellen Lazarus Charles Pratt & Company New York Not listed Percentage of assets
Eric Sweet Burns Matteson Capital Management Corning Not listed Percentage of assets, Hourly
Esteban Handal Handal Dunaway New York Not listed Percentage of assets
Gamal Walker 4Sight Advisors Brooklyn Not listed Ongoing planning fee
George Jarvinen Oppenheimer + Close New York Not listed Flat fee or retainer
James Serkes Orange Investment Advisors Goshen Not listed Percentage of assets, Hourly
Jay Rosenberg Arrival Capital Management New York Not listed Percentage of assets
Joe Solan 4Sight Advisors Nyack Not listed Ongoing planning fee
Jonathan Seif The ProFolio Group Flushing Not listed Percentage of assets
Kelley Zimmerman Burns Matteson Capital Management Corning Not listed Percentage of assets, Hourly
Kienan Garn Heritage Hill Adviser Cochecton Not listed One-time planning fee, Percentage of assets
Mary Graniero Howe & Rusling Rochester Not listed Percentage of assets, Fixed fees
Mathis LeBlanc Heydorn|Stone Capital Management Larchmont Not listed Percentage of assets, Fixed fees
Matthew Makowski Ibis Capital Management Buffalo Not listed Percentage of assets, Hourly
Nathan Burns Burns Matteson Capital Management Corning Not listed Percentage of assets, Hourly
Omeed Zarrin The Herbst Group New York Not listed Percentage of assets
Philip Richter Hollow Brook Wealth Management Katonah Not listed Percentage of assets, Fixed fees
Raul Berina Magellan Financial Solutions Warwick Not listed Percentage of assets, Hourly
Richard Jack Meadowbrook Wealth Management Garden City Not listed Percentage of assets
Robert Levine Clear Point Advisors Melville Not listed Percentage of assets, Hourly
Rosanna Pezzo-Brizio Tuliptree Advisors Rye Not listed Percentage of assets, Hourly
Stephen Farrell Oppenheimer + Close New York Not listed Flat fee or retainer
Steven Maurer Orange Investment Advisors Goshen Not listed Percentage of assets, Hourly
Sviatlana Maslava Orange Investment Advisors Goshen Not listed Percentage of assets, Hourly

Firms headquartered in New York (480)

All 480 firms in New York