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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
Jacob Farabee Passive Capital Management Syracuse CFA Percentage of assets
James Burns J.w.burns & Company Dewitt CFA Percentage of assets
James Sinopoli Sinopoli & Sinopoli Financial Services East Syracuse PFS Percentage of assets, Hourly
Jennifer Roberts Winthrop Partners - WNY Orchard ChFC Percentage of assets, Hourly
Joao Correia Madison Asset Advisors New York CFA Percentage of assets, Hourly
Joseph Ohara O'hara Wealth Management Port Jefferson Station PFS Percentage of assets, Fixed fees
Josiah Choy Frisch Financial Group Melville CFA Percentage of assets, Fixed fees
Kimberly Chao Zebra Crossing Asset Management New York CFA Percentage of assets, Fixed fees
Lawrence Whistler Courier Capital Buffalo CFA Percentage of assets, Fixed fees
Luca Zambito Armbruster Capital Management Pittsford CFA Percentage of assets
Mark Armbruster Armbruster Capital Management Pittsford CFA Percentage of assets
Mark Wyand Layline Advisors Rochester CFA Percentage of assets, Fixed fees
Mary McDirmid Astoria Portfolio Advisors New York ChFC Percentage of assets, Hourly
Mason Tilden Tilden Capital Management Valhalla CFA Percentage of assets, Hourly
Matthew Johnson Mccollum Christoferson Group Amherst CFA Percentage of assets, Hourly
Micah Weinstein Coast Bridge Capital Brooklyn CFA Percentage of assets
Michael Della Medaglia Tortoise Investment Management White Plains CFA Percentage of assets
Michael Stulic Astoria Portfolio Advisors New York CFA Percentage of assets, Hourly
Nicholas Cerbone Astoria Portfolio Advisors New York CFA Percentage of assets, Hourly
Pamela Diamond Creative Wealth Builders West Hempstead PFS Percentage of assets, Hourly
Ravinath Aekambaram RA Advisory New York CFA Percentage of assets, Fixed fees
Richard Bregman MJB Asset Management New York CFA Percentage of assets, Hourly
Ronald Mayfield HV Capital Management Montgomery CFA Percentage of assets, Subscription
Ryan Coppola Courier Capital Buffalo CFA Percentage of assets, Fixed fees
Ryan Davis Next Capital Management New York CFA Percentage of assets, Hourly
Ryan McLaughlin Shade Tree Advisors Saratoga Springs CFA Percentage of assets, Fixed fees
Sang Wong Mercury Financial Advisors Albany CFA Fixed fees
Scott Mills Fortitude Advisory Group New York CFA Percentage of assets, Hourly
Scott Reinhardt Passive Capital Management Syracuse CFA Percentage of assets
Scott Zuckerman Manhattan Wealth Management Group Melville ChFC Percentage of assets, Fixed fees
Stephan Weinberger Matrix Asset Advisors White Plains CFA Percentage of assets, Fixed fees
Stephen Leit Shufro, Rose & New York CFA Percentage of assets, Fixed fees
Steven Roukis Matrix Asset Advisors White Plains CFA Percentage of assets, Fixed fees
Thomas Faranda Hudson View Advisors Croton-On-Hudson ChFC Percentage of assets, Hourly
Vicki Crisalli Tortoise Investment Management White Plains CFA Percentage of assets
Vincent Crane Flower City Capital Pittsford CFA Percentage of assets, Fixed fees
William Klein Baldwin Wealth Partners Greenvale CFA Percentage of assets, Fixed fees
Zafer Atlas Sanity Capital Management New York CFA Percentage of assets
Aaron Belletsky Landmark Wealth Management Melville Not listed Percentage of assets, Hourly
Abel Oonnoonny Eagle's Crest Advisors Huntington Not listed Percentage of assets, Hourly
Abigail Laufer WJ Financial Advisors New York Not listed Percentage of assets, Hourly
Abigail Rafferty Shade Tree Advisors Saratoga Springs Not listed Percentage of assets, Fixed fees
Adrian Kierans Cloverhill Capital Management New York Not listed Percentage of assets, Fixed fees
Adrienne Knapp Shade Tree Advisors Saratoga Springs Not listed Percentage of assets, Fixed fees
Alan Resnick Janal Capital Management Rochester Not listed Percentage of assets
Alejandro Aleman Volumetric Advisers Pearl River Not listed Percentage of assets, Fixed fees
Alex Pidhorodeckyj Samalin Wealth Peekskill Not listed Percentage of assets, Hourly
Alfonso Vigliotti Us Wealth Management Advisors New York Not listed Percentage of assets, Hourly
Alfred Fortunato Allegory Advisory New York Not listed Percentage of assets, Hourly
Amanda Vaught Propel Financial Advisors Brooklyn Not listed Percentage of assets, Hourly

Firms headquartered in New York (480)

All 480 firms in New York