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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
Barry Picker Meisels, Kunstler, Picker & Auerbach Cedarhurst CFP Percentage of assets, Hourly
Bernard Murphy Arista Advisory Group Albany CFP Percentage of assets, Hourly
Brenton Smith Minich MacGregor Wealth Management Albany CFP Percentage of assets, Fixed fees
Brian Ward W&S Management Services Rochester Not listed Percentage of assets, Hourly
Chelsea Makowski Senior Financial and Tax Orchard Park CFP Percentage of assets, Fixed fees
Christina Larkin Seneca Financial Advisors Rochester CFP Percentage of assets, Hourly
Cory Laird Minich MacGregor Wealth Management Saratoga Springs CFP Percentage of assets, Fixed fees
Dalya Inhaber Minerva Wealth Advisory New York CFP Percentage of assets, Hourly
Darren Leader Acacia Grove Wealth Schenectady CFA Percentage of assets, Hourly
Edward Hadad Financial Asset Management Chappaqua CFP Percentage of assets, Hourly
Elizabeth Raabe Seneca Financial Advisors Rochester CFP Percentage of assets, Hourly
Emily Maretsky Educated Financial Planning Astoria Not listed Ongoing planning fee, One-time planning fee
Erika Safran Safran Wealth Advisors New York CFP Percentage of assets, Hourly
Eugene Skorodinsky Minerva Wealth Advisory New York CFP Percentage of assets, Hourly
Eustache Clerveaux Fidare Wealth Solutions New York CFP Percentage of assets, Hourly
George Marron High Probability Advisors Pittsford CFP Percentage of assets
James Cox Peak Wealth Management Saratoga Springs CFP, ChFC Percentage of assets, Hourly
Jeffrey Feldman Rochester Financial Services Pittsford CFP Percentage of assets, Hourly
John Jackson Stewards Advisory Services Yonkers CFP Percentage of assets, Hourly
Matthew Newman High Probability Advisors Pittsford CFP Percentage of assets
Maureen Whelan Whelan Financial Planning Cortlandt Manor CFP One-time planning fee, Ongoing planning fee
Michael Bernstein Lionshead Wealth Management New York CFP Percentage of assets, Fixed fees
Michael Hymes Beatrice Advisors New York CFP Percentage of assets, Fixed fees
Richard Seeger R. Seeger Wealth Management Lindenhurst CFP Percentage of assets
Rupesh Goyal Alphanso Rochester Not listed Flat fee or retainer, Ongoing planning fee
Sarah Stymus Whitney & Company Rochester CFP Percentage of assets, Fixed fees
Scott Kahan Financial Asset Management Chappaqua CFP Percentage of assets, Hourly
Scott Lasky Lionshead Wealth Management New York CFP Percentage of assets, Fixed fees
Shawn Glogowski Note Advisors Buffalo CFP Percentage of assets, Hourly
Thomas Conway Note Advisors Buffalo CFP Percentage of assets, Hourly
Viktoria Kamin Financial Asset Management Chappaqua CFP Percentage of assets, Hourly
Zachary Erskine Seneca Financial Advisors Rochester CFP Percentage of assets, Hourly
Andrew Shoemaker Hurley Capital New York CFP Percentage of assets, Fixed fees
Angela Oneill The Strebel Planning Group Ithaca CFP Percentage of assets, Hourly
Arynton Hardy I work with tech employees, founders, and high-performers navigating equity, liquidity events, and non-traditional income. Savvy New York Not listed Percentage of assets, One-time planning fee
Ashwini Patil GoalVest Advisory New York Not listed Percentage of assets, Hourly
Braden DeForge GoalVest Advisory New York Not listed Percentage of assets, Hourly
Brianna Sullivan Fruitful New York CFP Percentage of assets, Ongoing planning fee
Charles Goldblum Hurley Capital New York CFP, CFA Percentage of assets, Fixed fees
Cheng Luo HHL Wealth Advisors Flushing Not listed Flat fee or retainer, One-time planning fee
Clayton Gardner Award-winning modern wealth management firm for high earning professionals. Titan New York Not listed Percentage of assets, Subscription
Congzhu Yang HHL Wealth Advisors Flushing Not listed Flat fee or retainer, One-time planning fee
Emily Green Ellevest New York Not listed Percentage of assets, Flat fee or retainer
Evan Ryan Marathon Mission Latham Not listed Percentage of assets, Fixed fees
George Waters Infiniti Wealth Management Brewster CFP Percentage of assets, Hourly
Grant Hall Fruitful New York CFP Percentage of assets, Ongoing planning fee
Gregory Vogel O'Keefe Stevens Advisory Rochester Not listed Percentage of assets, One-time planning fee
Harry Martin GoalVest Advisory New York Not listed Percentage of assets, Hourly
Jason Dongelewic Marathon Mission Latham Not listed Percentage of assets, Fixed fees
Jeffrey Lamarca Marcellus Capital Management Skaneateles CFA Percentage of assets, Performance-based fees

Firms headquartered in New York (480)

All 480 firms in New York