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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
Ryan Carney Winthrop Partners - WNY Orchard Not listed Percentage of assets, Hourly
Ryan Cole Integrity Advisory Partners New York Not listed Percentage of assets, Hourly
Ryan Hanlon Courier Capital Buffalo Not listed Percentage of assets, Fixed fees
Ryan Niles Niles Asset Management Brushton Not listed Percentage of assets
Ryan Payne Payne Capital Management New York Not listed Percentage of assets, Hourly
Ryan Pine Genesee Capital Advisors Auburn Not listed Percentage of assets, Hourly
Salvatore Licata Rockline Wealth Management Islip Terrace Not listed Percentage of assets, Fixed fees
Samson Staff Diastole Wealth Management New York Not listed Percentage of assets
Samuel Kraemer Kraemer Capital Management Syracuse Not listed Percentage of assets
Scott Israel Legacy Edge Advisors Syosset Not listed Percentage of assets, Hourly
Scott Strasser Perennial New York Not listed Percentage of assets, Fixed fees
Sean Chaitman Shelter Rock Management Jericho Not listed Percentage of assets
Seth Varnhagen Fifth SET Private Wealth Management Harrison Not listed Percentage of assets, Hourly
Shyamli Milam Perennial New York Not listed Percentage of assets, Fixed fees
Simon Arrata Traynor Capital Management Brookville Not listed Percentage of assets
Sotirios Keros Stkeros Financial Planning New York Not listed Hourly, Fixed fees
Stephen Cutting-Miller Shade Tree Advisors Saratoga Springs Not listed Percentage of assets, Fixed fees
Stephen Czechowski WNY Asset Management Williamsville Not listed Percentage of assets, Hourly
Stephen Fassel Courier Capital Buffalo Not listed Percentage of assets, Fixed fees
Stephen Fitch Tortoise Investment Management White Plains Not listed Percentage of assets
Stephen Lulla Maidstone Wealth Management Cambridge Not listed Percentage of assets, Hourly
Stephen Ruvituso Sykon Capital Harrison Not listed Percentage of assets, Hourly
Steven Glass Shufro, Rose & New York Not listed Percentage of assets, Fixed fees
Steven Matteson Twin Tiers Consulting Corning Not listed Percentage of assets, Fixed fees
Steven Sanders WNY Asset Management Williamsville Not listed Percentage of assets, Hourly
Stuart Lempert Landmark Wealth Management Melville Not listed Percentage of assets, Hourly
Sunil Handa Innovative Private Wealth Management Somers Not listed Percentage of assets, Hourly
T. Jefferson Cunningham Magnolia Capital Management Cold Spring Not listed Percentage of assets, Hourly
Tabor Butler The Butler Group New York Not listed Percentage of assets, Hourly
Taiwei Chang Basalt Wealth Woodside Not listed Percentage of assets, Hourly
Tamar Stubbs Magnolia Capital Management Cold Spring Not listed Percentage of assets, Hourly
Tarryn Rozen Armbruster Capital Management Pittsford Not listed Percentage of assets
Tatiana Tsoir Innovative Private Wealth Management Mount Kisco Not listed Percentage of assets, Hourly
Temitope Omojola Expected Value Management Brooklyn Not listed Percentage of assets, Hourly
Teresa Armel Next Capital Management New York Not listed Percentage of assets, Hourly
Tessa Shore Tortoise Investment Management New York Not listed Percentage of assets
Theresa Bilello Legacy Edge Advisors Syosset Not listed Percentage of assets, Hourly
Thomas Burke Shade Tree Advisors Saratoga Springs Not listed Percentage of assets, Fixed fees
Thomas Cunningham Magnolia Capital Management Cold Spring Not listed Percentage of assets, Hourly
Thomas Hogan Shade Tree Advisors Saratoga Springs Not listed Percentage of assets, Fixed fees
Thomas Saunders Winthrop Partners - WNY Orchard Not listed Percentage of assets, Hourly
Thomas Treadwell Brennan Capital Management Amagansett Not listed Percentage of assets, Hourly
Timothy Feeney Bridgewater Advisors New York Not listed Percentage of assets
Timothy Low Forte Asset Management Bedford Not listed Percentage of assets
Timothy Sommer Legacy Edge Advisors Syosset Not listed Percentage of assets, Hourly
Tyler Arons Arons Wealth Management Montgomery Not listed Percentage of assets, Hourly
Ukamaka Onyekelu-Eze Atwood Financial Planning Richmond Hill Not listed Hourly, Fixed fees
Vincent Pappalardo Stevens Capital Partners Ronkonkoma Not listed Percentage of assets, Hourly
Vincent Sinopoli Sinopoli & Sinopoli Financial Services East Syracuse Not listed Percentage of assets, Hourly
Vincenzo Ursino Innovative Private Wealth Management Somers Not listed Percentage of assets, Hourly

Firms headquartered in New York (480)

All 480 firms in New York