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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
Jared Cutler Five Factor Capital Advisors Rye Brook Not listed Percentage of assets
Jason Dos Santos Milagre Wealth Management White Plains Not listed Percentage of assets
Jason Stronz Courier Capital Buffalo Not listed Percentage of assets, Fixed fees
Jay Bluestine Blue Square Asset Management New York Not listed Percentage of assets, Fixed fees
Jay Furst Forteris Wealth Management Armonk Not listed Percentage of assets, Hourly
Jeffrey Dingle Brooklyn FI Brooklyn Not listed Percentage of assets, Hourly
Jeffrey Gibs Volumetric Advisers Pearl River Not listed Percentage of assets, Fixed fees
Jeffrey Kerman Premier Wealth Advisors New York Not listed Percentage of assets, Hourly
Jeffrey May Florian Financial Group Williamsville Not listed Percentage of assets, Hourly
Jeffrey Watson Rialto Wealth Management Syracuse Not listed Percentage of assets, Hourly
Jennifer Brown Summer Creek Wealth Management New York Not listed Percentage of assets, Fixed fees
Jennifer Logan Chisholm Financial Planning & Investments Henderson Not listed Percentage of assets, Hourly
Jenny Chung Glenview Wealth New York Not listed Hourly, Fixed fees
Jesse Cramer Rialto Wealth Management Syracuse Not listed Percentage of assets, Hourly
Jesse George Shade Tree Advisors Saratoga Springs Not listed Percentage of assets, Fixed fees
Joel Sproul Kronos Wealth Management Delmar Not listed Percentage of assets, Hourly
John Contant Shufro, Rose & New York Not listed Percentage of assets, Fixed fees
John Davi Astoria Portfolio Advisors New York Not listed Percentage of assets, Hourly
John Diaz Premier Wealth Advisors New York Not listed Percentage of assets, Hourly
John Donnelly Paulo Financial Advisors Staten Island Not listed Percentage of assets, Hourly
John Fussell Samalin Wealth Chappaqua Not listed Percentage of assets, Hourly
John Hommel Hommel Wealth Management Garden City Not listed Percentage of assets, Hourly
John McCarthy Shade Tree Advisors Saratoga Springs Not listed Percentage of assets, Fixed fees
John Romano CFM Advisors Hauppauge Not listed Percentage of assets, Fixed fees
John Sloan Joseph P. Lucia & Associates Yorktown Heights Not listed Percentage of assets, Fixed fees
John Zimmerman J.w.burns & Company Dewitt Not listed Percentage of assets
Jolyn Sweet King Wealth Management Group Saratoga Springs Not listed Percentage of assets, Fixed fees
Jon Pecorella Innovative Private Wealth Management Somers Not listed Percentage of assets, Hourly
Jonathan Fischer Fischer Advisors Garden City Not listed Percentage of assets, Fixed fees
Jordan Posner Matrix Asset Advisors White Plains Not listed Percentage of assets, Fixed fees
Jordan Schrage LI Wealth Management Melville Not listed Percentage of assets, Hourly
Joseph Barreiro Wealth Creation Management Group Monroe Not listed Percentage of assets, Fixed fees
Joseph Castiglie Sykon Capital Harrison Not listed Percentage of assets, Hourly
Joseph Chappius Under PAR Planning Buffalo Not listed Percentage of assets, Hourly
Joseph Mineo WNY Asset Management Williamsville Not listed Percentage of assets, Hourly
Joseph Pecoraro Forza Wealth Advisory Services Penfield Not listed Percentage of assets, Hourly
Joseph Raimond Raimond Wealth Management Getzville Not listed Percentage of assets, Hourly
Joseph Reddington Pelkonen and Associates Melville Not listed Percentage of assets, Fixed fees
Joseph Ribis Sibir Investment Advisors Latham Not listed Percentage of assets, Fixed fees
Joseph Rossetti Tortoise Investment Management New York Not listed Percentage of assets
Joseph Sinopoli Sinopoli & Sinopoli Financial Services East Syracuse Not listed Percentage of assets, Hourly
Joseph Weber Savlan Wealth Partners New City Not listed Percentage of assets, Hourly
Joshua Barrett Barrett Wealth Management Rochester Not listed Percentage of assets
Joshua Hipwell Shade Tree Advisors Saratoga Springs Not listed Percentage of assets, Fixed fees
Joshua Young Oak & Reed Capital Management Brooklyn Not listed Percentage of assets, Hourly
Jozef Kuzmkowski Courier Capital Buffalo Not listed Percentage of assets, Fixed fees
Juan Lebrija Lifecapital Partners New York Not listed Percentage of assets, Hourly
Justin Singer Tortoise Investment Management White Plains Not listed Percentage of assets
Karen Filler Legacy Edge Advisors Syosset Not listed Percentage of assets, Hourly
Katherine Christoferson Mccollum Christoferson Group Amherst Not listed Percentage of assets, Hourly

Firms headquartered in New York (480)

All 480 firms in New York