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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
Michael Dymant The Eastrade Asset Management Briarcliff Manor Not listed Percentage of assets, Hourly
Michael Glowny WNY Asset Management Williamsville Not listed Percentage of assets, Hourly
Michael Haddix Scout Clifton Park Not listed Percentage of assets, Fixed fees
Michael Hayduk Nathan G. Hanna Whitesboro Not listed Percentage of assets, Hourly
Michael Hearn Genesee Capital Advisors Auburn Not listed Percentage of assets, Hourly
Michael Hodgson LVZ Rock Hill Not listed Percentage of assets, Hourly
Michael Mustico The Mustico Financial Group Elmira Not listed Percentage of assets, Hourly
Michael Panella CFM Advisors Hauppauge Not listed Percentage of assets, Fixed fees
Michael Reidlinger Mountain Creek Capital Melville Not listed Percentage of assets
Michael Reisin Integrated Wealth Management Solutions Port Chester Not listed Percentage of assets, Hourly
Michael Sinopoli Sinopoli & Sinopoli Financial Services East Syracuse Not listed Percentage of assets, Hourly
Michael Voltz Voltz Asset Management Bay Shore Not listed Hourly, Fixed fees
Michele Martin King Wealth Management Group Saratoga Springs Not listed Percentage of assets, Fixed fees
Miles Sharpe Fawley Wealth International Pittsford Not listed Percentage of assets
Miranda Pietrangelo Payne Capital Management New York Not listed Percentage of assets, Hourly
Mohammed Ghouri Turner Financial Group Syosset Not listed Percentage of assets, Hourly
Nathaniel King King Wealth Management Group Saratoga Springs Not listed Percentage of assets, Fixed fees
Neal Heslor Clark Asset Management Ontario Not listed Fixed fees
Nicholas Coluzzi Rockline Wealth Management Islip Terrace Not listed Percentage of assets, Fixed fees
Nicholas Mancini Innovative Private Wealth Management Somers Not listed Percentage of assets, Hourly
Nicholas Robertson Dynic Wealth Management Medina Not listed Percentage of assets
Nicholas Schultz NYE Street Partners Saratoga Springs Not listed Percentage of assets, Fixed fees
Nicholas Short Sykon Capital Harrison Not listed Percentage of assets, Hourly
Olabode Aladenika Bridgewater Advisors New York Not listed Percentage of assets
P. O'Gorman O'gorman Asset Management Valley Cottage Not listed Percentage of assets, Hourly
Palak Forbes Altfest Personal Wealth Management New York Not listed Percentage of assets, Hourly
Parker Clemans Gerhardt Clemans Wealth Management Thendara Not listed Percentage of assets
Patricia Walton King Wealth Management Group Saratoga Springs Not listed Percentage of assets, Fixed fees
Paul Dossantos Milagre Wealth Management White Plains Not listed Percentage of assets
Paul Plesser Innovative Private Wealth Management Somers Not listed Percentage of assets, Hourly
Paula Oliveras ADC Wealth Management Massapequa Not listed Percentage of assets, Fixed fees
Peter Bunitsky J.w.burns & Company Dewitt Not listed Percentage of assets
Peter Shiftouri Orion-Archstone Asset Management New York Not listed Percentage of assets, Hourly
Philip Baran Sage Rhino Capital Rhinebeck Not listed Percentage of assets, Hourly
Philip Frank Insight Asset Management New York Not listed Percentage of assets
Philip Valeriano National Wealth Management Group Baldwinsville Not listed Percentage of assets, Hourly
Phillip Monthie Monthie Wealth Advisors Latham Not listed Percentage of assets, Hourly
Prem Hira Investry Scarsdale Not listed Percentage of assets, Hourly
Rachel Ryan Rialto Wealth Management Syracuse Not listed Percentage of assets, Hourly
Ravi Malhotra Oak & Reed Capital Management Brooklyn Not listed Percentage of assets, Hourly
Raymond Martin Crescent Hill Partners Saratoga Springs Not listed Percentage of assets, Fixed fees
Rebecca Westervelt Courier Capital Buffalo Not listed Percentage of assets, Fixed fees
Renee' Hasenoehrl Northcape Wealth Management Williamsville Not listed Percentage of assets, Hourly
Robert Bruderman Bruderman Private Wealth Locust Valley Not listed Percentage of assets, Hourly
Robert Fortune Fortune Advisory Services Brooklyn Not listed Percentage of assets
Roberto Schwartz Lifecapital Partners New York Not listed Percentage of assets, Hourly
Ross Levin Next Capital Management New York Not listed Percentage of assets, Hourly
Rudolph Warren Armbruster Capital Management Pittsford Not listed Percentage of assets
Russell Bailyn Premier Wealth Advisors New York Not listed Percentage of assets, Hourly
Russell Gilfix Wind & Rose Willsboro Not listed Percentage of assets, Hourly

Firms headquartered in New York (480)

All 480 firms in New York