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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
John O'Brien O'Brien Capital Management Nyack CFP Hourly, One-time planning fee
John Roscoe Osprey Private Wealth New York CFA Percentage of assets
Kellan Peer O'Keefe Stevens Advisory Rochester Not listed Percentage of assets, One-time planning fee
Kyle Dandurand Chemistry Wealth Management, LLC. New York CFA Ongoing planning fee
Laura Sodorsky Marathon Mission Latham Not listed Percentage of assets, Fixed fees
Lisa Kelly Federmann Financial Advisors Rocky Point CFP, PFS Percentage of assets, Hourly
Lori Choi Veris Wealth Partners New York CFA Percentage of assets, Hourly
Michael Brady Approachable planning, without compromise. Many have accounts, if you have a plan. Clarity Advisors Buffalo Not listed Percentage of assets, One-time planning fee
Michael Durante Infiniti Wealth Management Brewster CFP Percentage of assets, Hourly
Michael Tom AtwoB. Katonah CFP Percentage of assets, Hourly
Paul Strebel The Strebel Planning Group Ithaca CFP Percentage of assets, Hourly
Phillip Frattali Sanderson Wealth Management Buffalo CFA Percentage of assets
Priscilla Baker Jones Occam Capital® Management Pittsford CFP Percentage of assets
Raquel Tennant Fruitful New York CFP Percentage of assets, Ongoing planning fee
Richard Moldenhauer Moldenhauer & Associates Orchard Park ChFC Percentage of assets, Hourly
Robert Just Main Street Wealth Management Baldwinsville CFP Percentage of assets, Flat fee or retainer
Sara Faurer Ellevest New York Not listed Percentage of assets, Flat fee or retainer
Taunya Abaya Abaya Wealth Management Buffalo CFP Percentage of assets, Hourly
Taylor Sohns LifeGoal Investments Saratoga Springs CFP Percentage of assets, Hourly
Thomas Watts Watts Capital New York CFA Percentage of assets, Performance-based fees
Waris Rahemtulla Fruitful New York CFP, ChFC Percentage of assets, Ongoing planning fee
William Walsh Emissary Wealth White Plain Not listed Percentage of assets, Ongoing planning fee
Adam Underwood Rockbridge Investment Management Syracuse CFP Percentage of assets, Hourly
Anthony Farella Rockbridge Investment Management Syracuse CFP Percentage of assets, Hourly
Brianna Melahn Prism Planning & Solutions Group White Plains CFP Percentage of assets, Fixed fees
David Carroll Rockbridge Investment Management Syracuse CFP Percentage of assets, Hourly
David Krawczyk Rockbridge Investment Management Syracuse CFP Percentage of assets, Hourly
David Yvars The David J. Yvars Group Valhalla CFP Percentage of assets
David Zale Eagle Bay Family Office New York CFA Percentage of assets, Hourly
Diana Apostolova Rochester Investments Rochester Not listed Percentage of assets, Hourly
Douglas Burns BPC Advisors East Syracuse CFP, CFA Percentage of assets, Hourly
Elizabeth Jones Third Eye Associates Red Hook Not listed Percentage of assets
Eric Diandrea WealthUnite Advisors Manhasset Not listed Percentage of assets
Eric McKean Blue Elm Advisors Holmes Not listed Percentage of assets, Ongoing planning fee
Geoffrey Wells BPC Advisors East Syracuse CFP Percentage of assets, Hourly
Igor Tsukerman Eureka Wealth Solutions New York Not listed Percentage of assets
James Cornehlsen Capstone Investment Financial Group Webster CFA Percentage of assets, Hourly
James Keenan Keenan Private Wealth Management New York Not listed Percentage of assets, Hourly
James Vitiello Fifth Avenue Wealth Advisors New York Not listed Percentage of assets
Jessica Champion Jessica Champion Investment Services Chittenango Not listed Percentage of assets
Jill Schum Third Eye Associates Red Hook Not listed Percentage of assets
John McGuire MSM Financial Strategies Bronxville CFP Percentage of assets, Hourly
Julia Peloso-Barnes Prism Planning & Solutions Group White Plains CFP Percentage of assets, Fixed fees
Kristen Euretig Brooklyn Plans Beacon CFP Ongoing planning fee
Lindsay La Fleur LL Financial Services Ossining Not listed Percentage of assets, Hourly
Matthew Darcy Seneca Financial Advisors Rochester CFA Percentage of assets, Hourly
Mervin Burton Beatrice Advisors New York CFA Percentage of assets, Fixed fees
Michael Jones High Probability Advisors Pittsford CFA Percentage of assets
Michael Nelson Eagle Bay Family Office New York CFA Percentage of assets, Hourly
Nicholas Stancato Rockbridge Investment Management Syracuse CFP Percentage of assets, Hourly

Firms headquartered in New York (480)

All 480 firms in New York