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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
Thomas Efthimiou Meadowbrook Wealth Management Garden City Not listed Percentage of assets
Timothy Seymour Magnus Financial Group New York Not listed Percentage of assets, Hourly
Timothy Wilson Wilson Advisors Mechanicville Not listed Flat fee or retainer
Todd Gordon Inside Edge Capital Saratoga Springs Not listed Percentage of assets, Fixed fees
Tracy Nixon Tekmen Wells Investments New York Not listed Percentage of assets, Hourly
William Bowden Magnus Financial Group New York Not listed Percentage of assets, Hourly
William Redder Burns Matteson Capital Management Corning Not listed Percentage of assets, Hourly
Adrian Colarusso Target Rock Wealth Management New York CFP, CFA Percentage of assets, Hourly
Aimee Adler Shufro, Rose & New York CFP Percentage of assets, Fixed fees
Alexandra Shepis Francis Financial New York CFP Percentage of assets, Hourly
Allan Pelkonen Pelkonen and Associates Melville CFP, ChFC Percentage of assets, Fixed fees
Alyssa Bogardus Level Financial Advisors East Amherst CFP Percentage of assets, Hourly
Andrew Derrenbacker J.w.burns & Company Dewitt CFP, CFA Percentage of assets
Andrew Laskaris Altfest Personal Wealth Management New York CFP, CFA Percentage of assets, Hourly
Andrew Samalin Samalin Wealth Chappaqua CFP Percentage of assets, Hourly
Andrew Schuler Prentice Wealth Management Rochester CFP Percentage of assets, Hourly
Anthony Ford Ford Financial Solutions New York CFP Hourly, Fixed fees
Anthony Santoloci Shufro, Rose & New York CFP Percentage of assets, Fixed fees
Antonia Clearwaters Clarity Investments + Planning Mount Kisco CFP Percentage of assets, Hourly
Avani Ramnani Francis Financial New York CFP Percentage of assets, Hourly
Barbara Bouchey Barbara J. Bouchey Asset Management Saratoga Springs CFP Percentage of assets, Hourly
Barbara Leclerc Bridgewater Advisors New York CFP, CFA Percentage of assets
Barbara Silverman Shufro, Rose & New York CFP, CFA Percentage of assets, Fixed fees
Benjamin Bernard Bridgewater Advisors New York CFP Percentage of assets
Brandon Levine Continuum Advisory New York CFP Percentage of assets, Hourly
Brian Laible Landmark Wealth Management Getzville CFP, PFS Percentage of assets
Bruce Carrow Capital Insights Group of WNY, LLC. Buffalo CFP, ChFC Percentage of assets, Hourly
Carl Kempf Carissima Capital Troy CFP Percentage of assets, Hourly
Caroline Young Cultivating Wealth Brooklyn CFP Percentage of assets, Hourly
Catherine Arnold Flower City Capital Pittsford CFP Percentage of assets, Fixed fees
Charles Benway Main Street Financial Purchase CFP Percentage of assets, Hourly
Charles Brewster Brewster Financial Planning Brooklyn CFP Percentage of assets, Hourly
Christine Backel United Financial Planning Group Whitestone CFP Percentage of assets, Hourly
Christine Parisi R.W. Roge & Company Bohemia CFP Percentage of assets
Christopher Riggi Reagan Companies Asset Management Syracuse CFP Percentage of assets, Hourly
Clifford Cornell Bone Fide Wealth Southold CFP Percentage of assets, Hourly
Courtney Garcia Payne Capital Management New York CFP Percentage of assets, Hourly
Daniel Bertleff Landmark Wealth Management Getzville CFP Percentage of assets
Daniel Esford Reagan Companies Asset Management Syracuse CFP Percentage of assets, Hourly
Daniel Goldstein Daniel Goldstein, CFP Centerport CFP Percentage of assets, Hourly
Daniel Magier Next Capital Management New York CFP Percentage of assets, Hourly
Daniel West West Financial Planning Cherry Valley CFP Percentage of assets, Fixed fees
David Haahr Reagan Companies Asset Management Syracuse CFP Percentage of assets, Hourly
David Kressner Altfest Personal Wealth Management New York CFP, CFA Percentage of assets, Hourly
David Lieblich Savlan Wealth Partners New City CFP Percentage of assets, Hourly
David Mendels DBM Planning Mt. Kisco CFP Percentage of assets, Fixed fees
David Shaw Bridgewater Advisors New York CFP Percentage of assets
David Weigel Weigelfam New York CFP Percentage of assets, Fixed fees
Dennis Beadle Archetype Advisors Glens Falls CFP Percentage of assets, Fixed fees
Dennis Beasley DLB Wealth Advisors East Northport CFP Percentage of assets, Hourly

Firms headquartered in New York (480)

All 480 firms in New York