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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
Lauren Sylvan Cultivating Wealth Forest Hills CFP Percentage of assets, Hourly
Leo Cunningham Main Street Financial Purchase CFP Percentage of assets, Hourly
Leo Marzen Bridgewater Advisors New York CFP, CFA Percentage of assets
Lewis Altfest Altfest Personal Wealth Management New York CFP, PFS, CFA Percentage of assets, Hourly
Li Gettleman Frisch Financial Group Melville CFP Percentage of assets, Fixed fees
Lindsay DeLellis Landmark Wealth Management Getzville CFP Percentage of assets
Lucas Moshier Level Financial Advisors East Amherst CFP Percentage of assets, Hourly
M. Kimerly Polak Polero ICE Advisers New York CFP Hourly, Fixed fees
Madeline Noveck Capital Preservation Partners Bronxville CFP Percentage of assets, Hourly
Madison Mount Francis Financial New York CFP Percentage of assets, Hourly
Malka Lieblich Savlan Wealth Partners New City CFP Percentage of assets, Hourly
Matthew Blank Blank Equity Management Port Washington CFP Percentage of assets, Hourly
Matthew Carey Blue Spark Capital Advisors New York CFP Percentage of assets
Matthew Krusko Golden Bay Advisors Chappaqua CFP Percentage of assets, Fixed fees
Matthew Pelz Bridgewater Advisors New York CFP Percentage of assets
Matthew Stoutenburg Cornell Pochily Investment Advisors Ithaca CFP Percentage of assets, Hourly
Maura Griffin Blue Spark Capital Advisors New York CFP Percentage of assets
Michael Angelucci Level Financial Advisors Buffalo CFP Percentage of assets, Hourly
Michael Birenbach Orchestral Financial Group Amherst CFP Percentage of assets, Hourly
Michael Rizzolo Flower City Capital Pittsford CFP, CFA Percentage of assets, Fixed fees
Molly O'Neill Cornell Pochily Investment Advisors Ithaca CFP Percentage of assets, Hourly
Natalie Colley Francis Financial New York CFP Percentage of assets, Hourly
Nelson Mead Cornell Pochily Investment Advisors Ithaca CFP, CFA Percentage of assets, Hourly
Nicholas Norvell Courier Capital Rochester CFP Percentage of assets, Fixed fees
Nicola Patullo Legacy Edge Advisors Syosset CFP Percentage of assets, Hourly
Olivia Mussett Mussett Wealth Management Rensselaer CFP Percentage of assets, Hourly
Patricia Acipreste Tortoise Investment Management White Plains CFP Percentage of assets
Paul Coleman Free Time Financial Orchard Park CFP Hourly, Fixed fees
Paul Gemmiti Portfolio Allocators Saratoga Springs CFP Not listed
Paul Hill Professional Financial Pittsford CFP, ChFC Percentage of assets, Hourly
Peter Hoffman Astoria Portfolio Advisors New York CFP Percentage of assets, Hourly
Peter May HFH Planning New York CFP Percentage of assets, Hourly
Peter Van Der Voorn Professional Financial Pittsford CFP Percentage of assets, Hourly
Philip Brucato R.W. Roge & Company Bohemia CFP Percentage of assets
Philip Purpura Mayflower Advisors Melville CFP Percentage of assets, Fixed fees
Rebeca Cotton Taconic Advisors Saugerties CFP, ChFC Fixed fees
Rebecca Brown Visionary Horizons Brooklyn CFP Percentage of assets, Hourly
Rebekah Eason Rooted Planning Group Corning CFP Fixed fees
Richard Daskin RSD Advisors Brooklyn CFP, CFA Percentage of assets, Fixed fees
Richard Reagan Reagan Companies Asset Management Syracuse CFP Percentage of assets, Hourly
Richard Terry Merit Financial Partners Maspeth CFP Percentage of assets, Hourly
Robert Florian Florian Financial Group Williamsville CFP Percentage of assets, Hourly
Robert Leitner Financial Advisory Network Scarsdale CFP Percentage of assets, Hourly
Robert Marronaro Legacy Edge Advisors Syosset CFP Percentage of assets, Hourly
Robert Roback Jr. Luther Forest Wealth Advisors Malta CFP Percentage of assets, Hourly
Robert Rom Legacy Edge Advisors Syosset CFP Percentage of assets, Hourly
Robert Saposh Saposh & Malter White Plains CFP Percentage of assets, Hourly
Robert Werner Winthrop Partners - EPA Orchard CFP, CFA Percentage of assets, Hourly
Ronald Schneider Samalin Wealth Chappaqua CFP Percentage of assets, Hourly
Rosanne Braxton Level Financial Advisors East Amherst CFP Percentage of assets, Hourly

Firms headquartered in New York (480)

All 480 firms in New York