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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
Debra Burnham Premier Wealth Advisors New York Not listed Percentage of assets, Hourly
Derek Main First Main Capital Rochester Not listed Percentage of assets
Devinder Singh Northstar Financial Advisors Northport Not listed Percentage of assets, Fixed fees
Diane Kazak WNY Asset Management Williamsville Not listed Percentage of assets, Hourly
Douglas Castro ADC Wealth Management Massapequa Not listed Percentage of assets, Fixed fees
Douglas Johnston Blank Equity Management Port Washington Not listed Percentage of assets, Hourly
Eduardo Schwartz Lifecapital Partners New York Not listed Percentage of assets, Hourly
Edward Barno Rialto Wealth Management Syracuse Not listed Percentage of assets, Hourly
Edward Esposito Merit Financial Partners Staten Island Not listed Percentage of assets, Hourly
Edward Grassi J.w.burns & Company Dewitt Not listed Percentage of assets
Edward Rosenfeld Foresight Advisors New York City Not listed Percentage of assets, Hourly
Edwin Adams Brewster Financial Planning Brooklyn Not listed Percentage of assets, Hourly
Elizabeth Mustico The Mustico Financial Group Elmira Not listed Percentage of assets, Hourly
Eric Maidenberg Blue Square Asset Management New York Not listed Percentage of assets, Fixed fees
Ethan Ciota Reagan Companies Asset Management Syracuse Not listed Percentage of assets, Hourly
Ethan Gordon EG Capital Management Long Island City Not listed Percentage of assets, Fixed fees
Ezra Cornell Cornell Pochily Investment Advisors Ithaca Not listed Percentage of assets, Hourly
Francesca Lagrotteria Payne Capital Management New York Not listed Percentage of assets, Hourly
Francesco D'Andrea Blue Square Asset Management New York Not listed Percentage of assets, Fixed fees
Franco Allena VIM Wealth Management New York Not listed Percentage of assets, Hourly
Frank Berrios Drum Hill Capital New Rochelle Not listed Percentage of assets, Hourly
Frazer Rice Next Capital Management New York Not listed Percentage of assets, Hourly
Gabriel Gallante Rockline Wealth Management Islip Terrace Not listed Percentage of assets, Fixed fees
Garrett Naylor Soundhaven Capital Management New York Not listed Percentage of assets, Fixed fees
Geoffrey Dann Sheets Smith Wealth Management Staatsburg Not listed Percentage of assets, Fixed fees
Gordy Rogers Target Rock Wealth Management New York Not listed Percentage of assets, Hourly
Graham Mandl Serenus Wealth Advisors New York Not listed Percentage of assets, Fixed fees
Graham Niles Niles Asset Management Brushton Not listed Percentage of assets
Gregory Mallia Fortitude Advisory Group New York Not listed Percentage of assets, Hourly
Gregory Rickens Premier Wealth Advisors New York Not listed Percentage of assets, Hourly
Gregory Sanderson Astoria Portfolio Advisors New York Not listed Percentage of assets, Hourly
Gregory Shufro Shufro, Rose & New York Not listed Percentage of assets, Fixed fees
Gregory Steele Silverlake Wealth Management Huntington Not listed Percentage of assets, Hourly
Gregory Zoraian Shelter Rock Management Commack Not listed Percentage of assets
Harrison Horton Innovative Private Wealth Management Somers Not listed Percentage of assets, Hourly
Harvey Wacht Shufro, Rose & New York Not listed Percentage of assets, Fixed fees
Hui Yao Kelly Lin Legacy Edge Advisors New York Not listed Percentage of assets, Hourly
Igor Kokorine ICN Holding Brooklyn Not listed Percentage of assets, Performance-based fees
Iris Buczkowski Birch Wealth Management Rome Not listed Percentage of assets, Hourly
Jack Hills Iconoclastic Capital Management Rochester Not listed Percentage of assets, Hourly
Jack Solasz JPS Advisors Brooklyn Not listed Percentage of assets, Fixed fees
Jacob Katz Katz Family Financial Advisors New York Not listed Percentage of assets
Jacqueline DiSanto Perennial New York Not listed Percentage of assets, Fixed fees
Jakob Hawver Macfarlane Investors New York Not listed Percentage of assets, Fixed fees
James Bruderman Bruderman Private Wealth Locust Valley Not listed Percentage of assets, Hourly
James Connolly Derryrush Wealth West Sayville Not listed Percentage of assets, Fixed fees
James Diorio Blue Square Asset Management New York Not listed Percentage of assets, Fixed fees
James Marshall JM Advisors Albany Not listed Fixed fees
James Rudolph Castfirm Advisors Garden City Not listed Percentage of assets, Fixed fees
Jane Quinn King Wealth Management Group Saratoga Springs Not listed Percentage of assets, Fixed fees

Firms headquartered in New York (480)

All 480 firms in New York