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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
Cynthia Flannigan MainStreet Financial Planning, Inc. New York CFP Ongoing planning fee, One-time planning fee
Dann Ryan Sincerus Advisory New York CFP Percentage of assets, Fixed fees
David Flores Wilson Sincerus Advisory New York CEPA, CFA, CFP Percentage of assets, Fixed fees
Jeffrey Wolniewicz Under Par Planning Buffalo CFP, ChFC, CLU, MBA Ongoing planning fee, Percentage of assets
John Belluardo Stewardship Financial Services, Inc. Irvington ChFC, MS Flat fee or retainer, Hourly
Jonathan Thomas JQL Wealth, LLC Pittsford CFP, CCFC Percentage of assets, Ongoing planning fee
Katherine Young Yearwood Young Advisors LLC Brooklyn CFA, CFP Ongoing planning fee, Percentage of assets
Laura Hemphill LEH Advisors LLC New York CFP One-time planning fee, Flat fee or retainer
Luis Rosa Build a Better Financial Future LLC White Plains CFP, EA Percentage of assets, Flat fee or retainer
Matthew Sexton Clear Harbor Asset Management New York CFP, CIMA, MSFP Percentage of assets, Fixed fees
Nate Tomkiewicz Tomkiewicz Wealth Management, LLC Wynantskill CFP Percentage of assets
Paul Sydlansky Lake Road Advisors Corning CFP, MBA Percentage of assets
Connie Walsh-Toler Adirondack Retirement Strategies LLC Moreau CFP, CRC Percentage of assets, Fixed fees
Corey Peterson Great Hill Advisory Port Washington CFP, EA Percentage of assets, Fixed fees
Dorie Fain &Wealth New York CFP Percentage of assets, Hourly
Josefine Cays Bridgewater Advisors Inc. New York CFA, CFP, EA Percentage of assets
Maha Gannavaram Unique Financial Advisors New York CFP, EA, MSFP Ongoing planning fee
Rachel Sloan Sloan Advisory Group, Inc. Glens Falls CFP, CRPC Percentage of assets, Hourly
Rajiv Dixit Serenity Capital Advisors Pittsford CFP Percentage of assets
Robert Friedman Central Park Financial Planning LLC Rye Brook BS, CDFA, CFP, MBA Ongoing planning fee
Salvatore Paternico W&S Management Services Rochester CFP, ChFC Percentage of assets, Hourly
Scott Weiss Weiss Financial Group Mahopac CFP, CRPC, AAMS, APMA Percentage of assets, Hourly
Stacy Francis Francis Financial, Inc. New York CDFA, CFP Percentage of assets, Hourly
Tamara Witham GreenLife Advisors, LLC Harrison CFP, CFA, MBA Percentage of assets, Hourly
Ashley Bleckner Ellevest New York CFP Percentage of assets, Flat fee or retainer
Cindy Sterling Sterling Financial Planning New York ChFC, MS, RLP Flat fee or retainer, Ongoing planning fee
David Tomback Earndex, LLC New York CFP, MBA One-time planning fee
Elizabeth Peck Frazier Financial Consultants Chapel Hill CFP, MBA Hourly
George Harris Bentham Wealth Advisors Williamsville CFP Percentage of assets, Ongoing planning fee
Grace Stolberg O'Keefe Stevens Advisory Rochester CFP Percentage of assets, One-time planning fee
Jeremy Zuke Affordable financial advice for working professionals, whether they are leaving a high-fee planner or hiring one for the first time. Abundo Wealth New York Not listed Subscription
Julie Ford Ford Financial Solutions, LLC New York CFP, CPA Ongoing planning fee, One-time planning fee
Justin Stevens O'Keefe Stevens Advisory Rochester CFP Percentage of assets, One-time planning fee
Kaitlin Horsch Ellevest New York CFP Percentage of assets, Flat fee or retainer
Louise Bryant Financial Spyglass® Rye CFP, MBA, RLP Fixed fees
Matt Ricks Haystack Financial Planning LLC Syosset CFP, MBA Percentage of assets, Hourly
Meredith Briggs Taconic Advisors, Inc. Saugerties CFP Fixed fees
Michael Ryan Marathon Mission Latham CFP Percentage of assets, Fixed fees
Peter O'Keefe O'Keefe Stevens Advisory Rochester CFP Percentage of assets, One-time planning fee
Sofia Figueroa Ellevest New York CFP Percentage of assets, Flat fee or retainer
Steven Witter Bentham Wealth Advisors Williamsville CFP Percentage of assets, Ongoing planning fee
Taylor Nissi On a mission to help Business Owners and High Achieving Professionals accelerate their wealth to build confidence, peace of mind, and clarity in their financial life. Farther White Plains CFP Percentage of assets, Flat fee or retainer
Vered Frank StackWealth New York CFP, MBA Percentage of assets, Ongoing planning fee
Veronica Taylor Ellevest New York CFP Percentage of assets, Flat fee or retainer
Adam Kalender Milestone Asset Management Group Pearl River CFP Flat fee or retainer
Andrew Fox Fox Financial Services White Plains CFP Percentage of assets
Anthony Ogorek Ogorek Wealth Management Williamsville CFP Percentage of assets, Fixed fees
Douglas Augenthaler Palumbo Wealth Management Great Neck CFP, CFA Percentage of assets, Fixed fees
Jeffrey Viksjo Ogorek Wealth Management Williamsville CFP, CFA Percentage of assets, Fixed fees
Jesse Rodriquez At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth. Rodriquez Wealth Management Newport Beach CFP Percentage of assets

Firms headquartered in New York (480)

All 480 firms in New York