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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
Keith Egbert Shade Tree Advisors Saratoga Springs Not listed Percentage of assets, Fixed fees
Keith Saunders Winthrop Partners - EPA Orchard Not listed Percentage of assets, Hourly
Keith Weiss Weiss Financial Group Mahopac Not listed Percentage of assets, Hourly
Kenji Kimura Northcape Wealth Management Williamsville Not listed Percentage of assets, Hourly
Kenneth Gutwillig Financial Decisions New York Not listed Percentage of assets, Hourly
Kerri Chiodo Elevation Wealth Partners Greenlawn Not listed Percentage of assets
Kevin Brooks Legacy Edge Advisors New York Not listed Percentage of assets, Hourly
Kimberly Ruscigno Financial Decisions New York Not listed Percentage of assets, Hourly
Kurt Krokenberger Factorpoint Planning Pittsford Not listed Percentage of assets, Fixed fees
Kyle Boni Shade Tree Advisors Saratoga Springs Not listed Percentage of assets, Fixed fees
Lawrence Tankel LT Advisors New City Not listed Percentage of assets, Hourly
Leonard Meshberg Blue Square Asset Management New York Not listed Percentage of assets, Fixed fees
Leonard Zablonski WNY Asset Management Williamsville Not listed Percentage of assets, Hourly
Leonardo Cardoso Brazen Capital New York Not listed Percentage of assets, Subscription
Leslie Lewis Multigenerational.black New York Not listed Percentage of assets, Hourly
Lincoln Dacosta Innovative Private Wealth Management Somers Not listed Percentage of assets, Hourly
Lindzy Gasparella Golden Bay Advisors Chappaqua Not listed Percentage of assets, Fixed fees
Logan Crandall Pragmatic Advisors Homer Not listed Percentage of assets
Lon Birnholz Matrix Asset Advisors White Plains Not listed Percentage of assets, Fixed fees
Loriann Low Forte Asset Management Bedford Not listed Percentage of assets
Louis Berger Washington Square Capital Management New York Not listed Percentage of assets, Fixed fees
Lucas Smith LTS Wealth Management Syracuse Not listed Percentage of assets, Hourly
Lutelles White Legacy Edge Advisors Syosset Not listed Percentage of assets, Hourly
Lyle Hardgrove CFM Advisors Hauppauge Not listed Percentage of assets, Fixed fees
Madeline Johnson Shade Tree Advisors Saratoga Springs Not listed Percentage of assets, Fixed fees
Margaret Bonner Equita Financial Network New York Not listed Percentage of assets, Hourly
Margaret Broomfield Armbruster Capital Management Pittsford Not listed Percentage of assets
Margaret Browning MBB Advisory New York Not listed Percentage of assets
Mariah Galletta Rialto Wealth Management Syracuse Not listed Percentage of assets, Hourly
Marilyn Vander Plaat Wealth Creation Management Group Monroe Not listed Percentage of assets, Fixed fees
Mark Collard Landmark Wealth Management Getzville Not listed Percentage of assets
Mark Guastaferri Origin Wealth Advisers New York Not listed Percentage of assets, Hourly
Mark Jensen Shade Tree Advisors Saratoga Springs Not listed Percentage of assets, Fixed fees
Mark Lazarczyk HV Capital Management Montgomery Not listed Percentage of assets, Subscription
Mark Rose Rockline Wealth Management Islip Terrace Not listed Percentage of assets, Fixed fees
Mark Stern Stone Ridge Advisors Stone Ridge Not listed Percentage of assets, Fixed fees
Mathew Carrion Latitude Advisors Astoria Not listed Percentage of assets, Hourly
Matthew Alimena Wealthnest Capital Staten Island Not listed Percentage of assets, Fixed fees
Matthew Lawson Shade Tree Advisors Saratoga Springs Not listed Percentage of assets, Fixed fees
Matthew Moore NYE Street Partners Saratoga Springs Not listed Percentage of assets, Fixed fees
Matthew Ranieri IHS Wealth Management Oyster Bay Not listed Percentage of assets, Hourly
Matthew Salisbury Shade Tree Advisors Saratoga Springs Not listed Percentage of assets, Fixed fees
Matthew Unger Focus Asset Management New York Not listed Percentage of assets, Fixed fees
Matthew Wilkinson Clear Wealth Management North Tonawanda Not listed Percentage of assets
Maxime Kasanda Kasanda Capital New York Not listed Percentage of assets, Hourly
Maxwell Levi Perennial New York Not listed Percentage of assets, Fixed fees
Maxwell Moore Birch Wealth Management East Rochester Not listed Percentage of assets, Hourly
Melissa Mineau HV Capital Management Montgomery Not listed Percentage of assets, Subscription
Michael Antonacci Rialto Wealth Management Syracuse Not listed Percentage of assets, Hourly
Michael Brace Courier Capital Buffalo Not listed Percentage of assets, Fixed fees

Firms headquartered in New York (480)

All 480 firms in New York