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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
Ryan Wilkens Bridgewater Advisors New York CFP Percentage of assets
Sahil Vakil Myra Wealth New York CFP, CFA Percentage of assets, Hourly
Sara Stollberger Bridgewater Advisors New York CFP Percentage of assets
Sciandra Julianne Capital Financial Advisors of New York Clifton Park CFP Percentage of assets, Hourly
Scott McCarthy Cambridge Advisors Williamsville CFP Percentage of assets, Fixed fees
Sean Moynahan King Wealth Management Group Saratoga Springs CFP Percentage of assets, Fixed fees
Shane Alsworth Alsworth Capital Management Corning CFP Percentage of assets, Hourly
Shane O'Neill Cornell Pochily Investment Advisors Ithaca CFP Percentage of assets, Hourly
Shawn Gallagher Frisch Financial Group Melville CFP Percentage of assets, Fixed fees
Shweta Lawande Francis Financial New York CFP Percentage of assets, Hourly
Simon Brady Anglia Advisors Valley Stream CFP Percentage of assets, Hourly
Stephen Monthie Monthie Wealth Advisors Latham CFP Percentage of assets, Hourly
Steven Copeland Shfp Bronxville CFP Percentage of assets, Hourly
Steven Elwell Level Financial Advisors East Amherst CFP Percentage of assets, Hourly
Steven Novack Altfest Personal Wealth Management New York CFP Percentage of assets, Hourly
Steven Roge R.W. Roge & Company Bohemia CFP Percentage of assets
Steven Varvaro Four Corners Financial Melville CFP Percentage of assets, Hourly
Tara Korkus Altfest Personal Wealth Management New York CFP Percentage of assets, Hourly
Terry Niles Niles Asset Management Plsttsburgh CFP Percentage of assets
Thaddeus Malley J.w.burns & Company Dewitt CFP Percentage of assets
Thomas Beattie Samalin Wealth Chappaqua CFP Percentage of assets, Hourly
Thomas Hanlon Courier Capital Buffalo CFP Percentage of assets, Fixed fees
Thomas Hawks Flower City Capital Pittsford CFP Percentage of assets, Fixed fees
Timothy Huynh Firebrand Wealth Management New York CFP Percentage of assets, Hourly
Timothy Pehl Luther Forest Wealth Advisors Malta CFP Percentage of assets, Hourly
Ting Wang Altfest Personal Wealth Management New York CFP Percentage of assets, Hourly
Todd Greenberg Blank Equity Management Port Washington CFP Percentage of assets, Hourly
Todd Stankiewicz Sykon Capital Harrison CFP, ChFC Percentage of assets, Hourly
Walter Wisniewski Arcadia Wealth Management Smithtown CFP Percentage of assets, Hourly
Wen Jie Lin-Ham Brewster Financial Planning Brooklyn CFP Percentage of assets, Hourly
Wesley Austin Landmark Wealth Management Getzville CFP Percentage of assets
William Canty Canty Wealth Management Ballston Spa CFP Percentage of assets, Hourly
William Deacon Mccollum Christoferson Group Amherst CFP Percentage of assets, Hourly
Winfred Jacob Level Financial Advisors Wellsville CFP, ChFC Percentage of assets, Hourly
Adam Lazarus Integrity Advisory Partners New York PFS Percentage of assets, Hourly
Amy Seagroatt Shade Tree Advisors Saratoga Springs CFA Percentage of assets, Fixed fees
Andrei Belov Shade Tree Advisors Saratoga Springs CFA Percentage of assets, Fixed fees
Arden Rodgers Arbus Capital Management New York CFA Percentage of assets, Hourly
Bruce Lavine Astoria Portfolio Advisors New York CFA Percentage of assets, Hourly
Carol Powell Magnolia Capital Management Cold Spring PFS Percentage of assets, Hourly
Charles Ruff Layline Advisors Rochester CFA Percentage of assets, Fixed fees
Christina De Marval Target Rock Wealth Management New York CFA Percentage of assets, Hourly
Christopher Price Investment Advisor Group Hancock ChFC Percentage of assets, Hourly
Craig Arons Arons Wealth Management Rye PFS Percentage of assets, Hourly
Darren Godsell MIO Partners New York CFA Percentage of assets, Fixed fees
David Chew PFS Planning New York PFS Hourly
David Katz Matrix Asset Advisors White Plains CFA Percentage of assets, Fixed fees
David Settanni Settanni Financial Armonk CFA Percentage of assets, Hourly
Edward Mally Premier Wealth Advisors New York CFA Percentage of assets, Hourly
Ian Woods Northcape Wealth Management Williamsville CFA Percentage of assets, Hourly

Firms headquartered in New York (480)

All 480 firms in New York