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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
Jonathan Elks Boerum Hill Financial Advisors Brooklyn CFP Percentage of assets, One-time planning fee
Joseph Carbone Focus Planning Group Bayport CFP Percentage of assets, Hourly
Joseph Rodriguez Matriarch Wealth Management New York CFP Percentage of assets, Hourly
Kevin Burns Navwell Advisors Garden City CFP Flat fee or retainer, Ongoing planning fee
Lawrence Blau LL Financial Services Ossining CFP Percentage of assets, Hourly
Matthew Hague Guide Wealth Management Putnam Valley CFP Percentage of assets
Michael Powsner Upstart Wealth Management New York CFP, PFS Percentage of assets, Ongoing planning fee
Peter Levine Velara Wealth Management New York CFP, ChFC Percentage of assets, Hourly
Russell Kroeger Upstart Wealth Management New York CFP Percentage of assets, Ongoing planning fee
Samuel McPherson McPherson Financial Advisors New York CFP One-time planning fee, Percentage of assets
Alondra Garcia Ellevest New York CFA Percentage of assets, Flat fee or retainer
Ankur Patel Ellevest New York CFA Percentage of assets, Flat fee or retainer
Anne Chernish Anchor Capital Management Ithaca CFP Percentage of assets, Hourly
Benjamin Forte Kickstand Wealth Advisors Pittsford CFP Percentage of assets
Bryan Koslow Clarus Group New York CFP Percentage of assets, Hourly
Caleb Jennings Sanderson Wealth Management Buffalo CFP Percentage of assets
Chad Goodchild Kickstand Wealth Advisors Pittsford CFP Percentage of assets
Chen Li GoalVest Advisory New York CFA Percentage of assets, Hourly
Corey Ernisse Kickstand Wealth Advisors Pittsford CFP Percentage of assets
Devyn Little Kickstand Wealth Advisors Pittsford CFP Percentage of assets
Dyer McCabe Kilter Group Rhinebeck CFP, ChFC Percentage of assets, Fixed fees
Elena Ladygina Veris Wealth Partners New York CFP Percentage of assets, Hourly
Evan Kraft Sanderson Wealth Management Buffalo CFP Percentage of assets
ignition tax ignition tax ignition tax new york CPA Flat fee or retainer
Jacob Schlicht Kickstand Wealth Advisors Pittsford CFP Percentage of assets
James Kaffenbarger BCK Partners Corning CFP Percentage of assets
James Warner Sanderson Wealth Management Buffalo CFP Percentage of assets
Jennifer Weber Weber Asset Management Lake Success CFP Percentage of assets
Jessica Demler Oxler Private Wealth Rye Brook CFP Percentage of assets, Hourly
John Gullo Sanderson Wealth Management Buffalo CFP Percentage of assets
Justin Sanderson Sanderson Wealth Management Buffalo CFP Percentage of assets
Katharine Bressington Linden Financial Consultants Rochester CFP Hourly, One-time planning fee
Kristen Goodman Ellevest New York CFA Percentage of assets, Flat fee or retainer
Larry Sprung Bringing JOY to Your Money Journey™ Mitlin Financial, Inc Hauppauge CFP Percentage of assets, Flat fee or retainer
Mariette Campbell Osprey Private Wealth New York CFP Percentage of assets
Mark Chemtob Chemistry Wealth Management, LLC. New York CFP Ongoing planning fee
Nina Spezzaferro Chemistry Wealth Management, LLC. New York CFP Ongoing planning fee
Patrick Cicchetti I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business. Ryse Capital Management Rochester Not listed Flat fee or retainer, Hourly
Peter Egolf Kilter Group Rhinebeck CFP Percentage of assets, Fixed fees
Rakesh Budhram Prolific Solutions Ozone Park CFP Percentage of assets, Fixed fees
Robert Weinstein Round Rock Advisors Harrison CFP, PFS Percentage of assets, Fixed fees
Sarah Creath BCK Partners Corning CFP Percentage of assets
Sevasti Balafas GoalVest Advisory New York CFA Percentage of assets, Hourly
Timothy Domino Sanderson Wealth Management Buffalo CFP Percentage of assets
Timothy Kingsbury Veris Wealth Partners New York CFP Percentage of assets, Hourly
Adam Frank Frank Finances New York CFP Ongoing planning fee, One-time planning fee
Adam Magee Whitney & Company Rochester CFP Percentage of assets, Fixed fees
Andrew Pallas Minich MacGregor Wealth Management Saratoga Springs CFP Percentage of assets, Fixed fees
Angela Hall Note Advisors Hamburg CFP Percentage of assets, Hourly
Anthea Perkinson Monterey Associates Pelham CFP One-time planning fee, Flat fee or retainer

Firms headquartered in New York (480)

All 480 firms in New York