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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
Amit Bose Wealthnest Capital Staten Island Not listed Percentage of assets, Fixed fees
Amy Ryan Upstate Advisers Pittsford Not listed Percentage of assets
Amy Sun Financial Decisions New York Not listed Percentage of assets, Hourly
Andre Jean-Pierre Aces Advisors New York Not listed Percentage of assets, Fixed fees
Andrea Turley Tortoise Investment Management White Plains Not listed Percentage of assets
Andrew Barber Tortoise Investment Management White Plains Not listed Percentage of assets
Andrew Frank Shelter Rock Management Jericho Not listed Percentage of assets
Andrew Hart Next Capital Management New York Not listed Percentage of assets, Hourly
Andrew O'Connor Upside LAB Advisors Huntington Not listed Percentage of assets, Hourly
Ann Thibodeau Bridgewater Advisors New York Not listed Percentage of assets
Anthony D'Aloise Riverside Capital Wealth Lewiston Not listed Percentage of assets
Anthony Law BOS Taurus Bronx Not listed Percentage of assets, Hourly
Anthony Logrippo IHS Wealth Management Oyster Bay Not listed Percentage of assets, Hourly
Anthony Perrone Pelkonen and Associates Melville Not listed Percentage of assets, Fixed fees
Anthony Schiff 1230 Advisors Pound Ridge Not listed Percentage of assets
Anthony Torchia Lone Wolf Trading Briarcliff Manor Not listed Percentage of assets, Fixed fees
Barry Gladstein Legacy Edge Advisors New York Not listed Percentage of assets, Hourly
Braden Semlitsch Capital Insights Group of WNY, LLC. Buffalo Not listed Percentage of assets, Hourly
Brendan Blaney Tortoise Investment Management New York Not listed Percentage of assets
Brett Horowitz Astoria Portfolio Advisors New York Not listed Percentage of assets, Hourly
Brian Cohen Landmark Wealth Management Melville Not listed Percentage of assets, Hourly
Brian Crane Tortoise Investment Management White Plains Not listed Percentage of assets
Brian Hegarty Hegarty Advisors Garden City Not listed Percentage of assets, Hourly
Bridget Horan Shade Tree Advisors Saratoga Springs Not listed Percentage of assets, Fixed fees
Byron Stahl Headland Capital Clifton Park Not listed Percentage of assets, Hourly
Charlene Nelson Astoria Portfolio Advisors New York Not listed Percentage of assets, Hourly
Charles Whitman Legacy Edge Advisors Syosset Not listed Percentage of assets, Hourly
Chase Cavanaugh Beacon Wealth Consultants Phoenix Not listed Percentage of assets, Hourly
Chris Heintz Perennial New York Not listed Percentage of assets, Fixed fees
Christopher Cebula Armbruster Capital Management Pittsford Not listed Percentage of assets
Christopher Ofsthun Next Capital Management New York Not listed Percentage of assets, Hourly
Christopher Tortoriello MIO Partners New York Not listed Percentage of assets, Fixed fees
Claire Brennan Tortoise Investment Management White Plains Not listed Percentage of assets
Clare Stenstrom Luesink Stenstrom Financial New York Not listed Percentage of assets, Hourly
Claudia Cantin Tortoise Investment Management White Plains Not listed Percentage of assets
Cody Buterbaugh Mangolds Investment Advisors Corning Not listed Percentage of assets, Hourly
Collin Glover Legacy Edge Advisors Syosset Not listed Percentage of assets, Hourly
Connor Mushorn Rockline Wealth Management Islip Terrace Not listed Percentage of assets, Fixed fees
Cory Slovik Innovative Private Wealth Management Somers Not listed Percentage of assets, Hourly
Craig Julien Armbruster Capital Management Pittsford Not listed Percentage of assets
Daniel Gale King Wealth Management Group Saratoga Springs Not listed Percentage of assets, Fixed fees
Daniel Hickey Shelter Rock Management Bronx Not listed Percentage of assets
Daniel Lovaglio Shade Tree Advisors Saratoga Springs Not listed Percentage of assets, Fixed fees
Daniel Webster Orchestral Financial Group Amherst Not listed Percentage of assets, Hourly
Danielle Udland Next Capital Management New York Not listed Percentage of assets, Hourly
David Dickerson Clearview Financial Planning Southold Not listed Percentage of assets, Hourly
David Green Ever Green Wealth Management Victor Not listed Percentage of assets
David Palamar Patriot Investment Management Group New York Not listed Percentage of assets, Hourly
David Robbins Courier Capital Rochester Not listed Percentage of assets, Fixed fees
Debinder Deshmukh Innovative Private Wealth Management Somers Not listed Percentage of assets, Hourly

Firms headquartered in New York (480)

All 480 firms in New York