Fee-only advisors in New York
Dense fee-only presence across the city, Long Island, and upstate.
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)
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Donald Benson | PVG Asset Management | Oneonta | CFP | Percentage of assets |
| Douglas Boneparth | Bone Fide Wealth | New York | CFP | Percentage of assets, Hourly |
| Edward Canty | Canty Wealth Management | Ballston Spa | CFP | Percentage of assets, Hourly |
| Eric Nelson | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Erik O'Neill | Northcape Wealth Management | Williamsville | CFP | Percentage of assets, Hourly |
| Ethan Gilbert | Rialto Wealth Management | Syracuse | CFP | Percentage of assets, Hourly |
| Eve Schniebolk | Sound & Secure Advisors | Rockville Centre | CFP | Percentage of assets, Hourly |
| Feifei Xing | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Filip Wolfe | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Florence Dupont | Financial Decisions | New York | CFP | Percentage of assets, Hourly |
| Gabe Bryan | Bridgewater Advisors | New York | CFP | Percentage of assets |
| Gabriella DelMonaco | Instrumental Wealth | Tarrytown | CFP | Percentage of assets, Fixed fees |
| George Poole | HFH Planning | New York | CFP | Percentage of assets, Hourly |
| Gerson Ossers | Shufro, Rose & | New York | CFP | Percentage of assets, Fixed fees |
| Gregory Stewart | Two West Capital Advisors | Elmira | CFP, ChFC | Percentage of assets, Fixed fees |
| Heather Fox | NYE Street Partners | Saratoga Springs | CFP | Percentage of assets, Fixed fees |
| Helen Carroll | Mussett Wealth Management | Rensselaer | CFP | Percentage of assets, Hourly |
| Ilir Gjoni | Capital Preservation Partners | Bronxville | CFP | Percentage of assets, Hourly |
| Imtiyaz Nathoo | Eagle's Crest Advisors | Huntington | CFP | Percentage of assets, Hourly |
| Jacob Asplundh | Passive Capital Management | Syracuse | CFP | Percentage of assets |
| Jacob Moshier | Flower City Capital | Pittsford | CFP | Percentage of assets, Fixed fees |
| Jacqueline Worstell | Brooklyn FI | Brooklyn | CFP | Percentage of assets, Hourly |
| Jacques Freeman | Bridgewater Advisors | New York | CFP | Percentage of assets |
| James Millington | Landmark Wealth Management | Melville | CFP | Percentage of assets, Hourly |
| James Vorchheimer | Integrated Financial Consulting | Airmont | CFP | Percentage of assets, Hourly |
| Jared Reinstein | Planvision | Ballston Lake | CFP | Fixed fees |
| Jason Kass | Legacy Edge Advisors | Syosset | CFP, CFA | Percentage of assets, Hourly |
| Jason Sacks | Frisch Financial Group | Melville | CFP | Percentage of assets, Fixed fees |
| Jay McNeill | Main Street Financial | Purchase | CFP | Percentage of assets, Hourly |
| Jeffrey Roberto | Aventine Financial Group | Port Jefferson Station | CFP | Percentage of assets, Hourly |
| John Kelly | Taconic Advisors | Saugerties | CFP | Fixed fees |
| John Moss | JTM Wealth Management | Windham | CFP | Percentage of assets, Fixed fees |
| John Owens | Brooklyn FI | Brooklyn | CFP | Percentage of assets, Hourly |
| John Wieder | Wieder Financial | Yonkers | CFP | Percentage of assets, Fixed fees |
| Joseph Canty | Canty Wealth Management | Ballston Spa | CFP | Percentage of assets, Hourly |
| Joseph Favorito | Landmark Wealth Management | Melville | CFP | Percentage of assets, Hourly |
| Joseph Forish | Fortrove Partners | New York | CFP, CFA | Percentage of assets, Fixed fees |
| Joyce Streithorst | Frisch Financial Group | Melville | CFP | Percentage of assets, Fixed fees |
| Judy Sescil | WNY Asset Management | Williamsville | CFP | Percentage of assets, Hourly |
| Kam-Lin Hill | Professional Financial | Pittsford | CFP, ChFC | Percentage of assets, Hourly |
| Karen Altfest | Altfest Personal Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Katrina Welker | Rooted Planning Group | Corning | CFP | Fixed fees |
| Kelly Lynch | Arcadia Wealth Management | Smithtown | CFP | Percentage of assets, Hourly |
| Kenneth Parlin | Parlin Advisors | Hague | CFP | Percentage of assets |
| Kenneth Terpening | King Wealth Management Group | Saratoga Springs | CFP | Percentage of assets, Fixed fees |
| Kevin Hegarty | Hegarty Advisors | Garden City | CFP, CFA | Percentage of assets, Hourly |
| Kevin Sullivan | Rialto Wealth Management | Syracuse | CFP | Percentage of assets, Hourly |
| Kimberly Birn | Birn Financial | New York | CFP | Hourly, Fixed fees |
| Larry Luxenberg | Lexington Avenue Capital Management | New City | CFP, CFA | Percentage of assets, Hourly |
| Laurance Kersh | Samalin Wealth | Chappaqua | CFP | Percentage of assets, Hourly |
Firms headquartered in New York (480)
-
&Wealth
New York, New York
-
1230 Advisors
Pound Ridge, New York
-
4Sight Advisors
Nyack, New York
-
80 Rods Advisors LLC
Larchmont, New York
-
Abaya Wealth Management
Buffalo, New York
-
About Time Financial Planning
Rochester, New York
-
Acacia Grove Wealth
Schenectady, New York
-
Acanto
Pound Ridge, New York
-
Aces Advisors
New York, New York
-
ADC Wealth Management
Massapequa, New York
-
Adirondack Capital Advisors
Syracuse, New York
-
Adirondack Retirement Strategies LLC
Moreau, New York
-
ADV Investment Management
White Plains, New York
-
Advisor Financial Services
Chatham, New York
-
Allegory Advisory
New York, New York
-
Alphanso
Rochester, New York
-
Alsworth Capital Management
Corning, New York
-
Altfest Personal Wealth Management
New York, New York
-
American Financial & Tax Strategies
New York, New York
-
Amidon & Petersen Financials
Albany, New York
-
Amvoy Wealth
New York, New York
-
Anchor Capital Management
Ithaca, New York
-
Angel Light Capital
Forest Hills, New York
-
Angel Wealth Advisors
Astoria, New York
-
Anglia Advisors
Valley Stream, New York
-
Arbus Capital Management
New York, New York
-
Arcadia Wealth Management
New York, New York
-
Arcanum Capital Management
Syosset, New York
-
ARCAP Partners
Plainview, New York
-
Aries Investment Advisors
Garden City, New York
-
Arista Advisory Group
Albany, New York
-
Armbruster Capital Management
Pittsford, New York
-
Armory Capital Management
Syracuse, New York
-
Arons Wealth Management
Rye, New York
-
Arrival Capital Management
New York, New York
-
Artemis Wealth Advisors
Port Washington, New York
-
Ascent Wealth Partners
New Hartford, New York
-
Astoria Portfolio Advisors
New York, New York
-
AtwoB.
Katonah, New York
-
Balfour Capital Management
Rochester, New York
-
Barbara J. Bouchey Asset Management
Saratoga Springs, New York
-
Barrett Wealth Management
Rochester, New York
-
BCK Partners
Corning, New York
-
Beatrice Advisors
New York, New York
-
BeauMorgan
Pittsford, New York
-
Bentham Wealth Advisors
Williamsville, New York
-
BH Asset Management
New York, New York
-
Birch Wealth Management
Rome, New York
-
Birn Financial
New York, New York
-
Black Sea GOLD advisors
Kingston, New York
-
Blank Equity Management
Port Washington, New York
-
Blue Elm Advisors
Holmes, New York
-
Blue Spark Capital Advisors
New York, New York
-
Blue Square Asset Management
New York, New York
-
Boerum Hill Financial Advisors
Brooklyn, New York
-
Bone Fide Wealth
New York, New York
-
Bouchey Financial Group, Ltd.
Troy, New York
-
BPC Advisors
East Syracuse, New York
-
Brave Eagle Wealth Management
New York, New York
-
Brazen Capital
New York, New York