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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
Patrick Rohe Rockbridge Investment Management Syracuse CFP Percentage of assets, Hourly
Peter Dizdar Palumbo Wealth Management Great Neck Not listed Percentage of assets, Fixed fees
Richard McKean Blue Elm Advisors Holmes Not listed Percentage of assets, Ongoing planning fee
Robert Alonso Third Eye Associates Red Hook Not listed Percentage of assets
Robert Miller, Jr Miller Gesko Wealth Management Buffalo CFP Percentage of assets, Hourly
Robert Pickels Whitney & Company Rochester CFA Percentage of assets, Fixed fees
Samuel Conway Conway Financial Planning Ithaca CFP Percentage of assets, Hourly
Scott Lefebre Seneca Financial Advisors Rochester PFS Percentage of assets, Hourly
Scott Nasca Generation Capital Management Pittsford CFA Percentage of assets
Sean Kearney Amvoy Wealth New York Not listed Percentage of assets, Fixed fees
Stephen Engel Palumbo Wealth Management Great Neck Not listed Percentage of assets, Fixed fees
Thomas Cefalu Downtown Wealth Studios New York Not listed Percentage of assets, Fixed fees
Thomas Vaccaro Briarcliff Manor Wealth Advisors Saugerties CFP Percentage of assets, Hourly
Thomas Waring Note Advisors Buffalo ChFC Percentage of assets, Hourly
William Hudson Miller Gesko Wealth Management Buffalo CFP Percentage of assets, Hourly
William Moore Whitney & Company Rochester CFA Percentage of assets, Fixed fees
Yehoshua Sternbach Yields4U Melville ChFC Percentage of assets, Hourly
Zachary DeBottis Rockbridge Investment Management Syracuse CFP Percentage of assets, Hourly
Aaron Lieberman Marathon Wealth Management, Inc. Melville CDFA, CFP Percentage of assets, Hourly
Adenikke Soremekun Chemistry Wealth Management, LLC. New York Not listed Ongoing planning fee
Alana Stone Heydorn|Stone Capital Management Larchmont CFP Percentage of assets, Fixed fees
Amy Irvine Irvine Wealth Planning Strategies, LLC Jasper CFP, EA, CDFA Fixed fees
Andy Liang Sylo Planning, LLC Brooklyn CFP Percentage of assets, Hourly
Angelo D'Amato Goodenough Sanderson Wealth Management Buffalo Not listed Percentage of assets
Anja Luesink Luesink Stenstrom Financial New York CFP, MBA Percentage of assets, Hourly
Annette Clearwaters Clarity Investments + Planning LLC Mount Kisco CFP Percentage of assets, Hourly
Anthony DeVito ADV Investment Management White Plains CFP, PhD Percentage of assets, Hourly
Anthony Knight Greenspring Advisors New York CFP, EA, CPA, CPA/PFS Percentage of assets, Fixed fees
Brandon Sullivan Spring Street Wealth New York Not listed Percentage of assets, Fixed fees
Brandon Tacconelli Thinking Big Financial Brooklyn CFP Ongoing planning fee
C. E. Scott Brewster Brewster Financial Planning LLC Brooklyn CFP, MBA Percentage of assets, Hourly
Carl Bader Sanderson Wealth Management Buffalo Not listed Percentage of assets
Cheung Chan Chemistry Wealth Management, LLC. New York Not listed Ongoing planning fee
Chris Cinelli Capital Insights Group of WNY, LLC. Buffalo CFP Percentage of assets, Hourly
Chris Pollard Great Path Planning Goshen CFP, EA, MBA Hourly, Fixed fees
Christine Fusare Kickstand Wealth Advisors Pittsford Not listed Percentage of assets
Christopher Davis Burns Matteson Capital Management Corning CFP Percentage of assets, Hourly
Cynthia Zalewsky Saratoga Investment Solutions Inc. Saratoga Springs CFP Hourly, Fixed fees
Daniel Smith FreeMind Financial Advisory Shirley Not listed Percentage of assets
Darren Graff Guardant Wealth Advisors Southampton Not listed Percentage of assets
Deva Panambur Sarsi, LLC New York BS, CFA, CFP, EA Percentage of assets, Hourly
Douglass Lyon Lyon Capital Management Pittsford CFA Percentage of assets
Dylan Potter Howe & Rusling Rochester CFP Percentage of assets, Fixed fees
Eric Dieckhoff ARCAP Partners Plainview Not listed Percentage of assets, Fixed fees
Franklin Waung Watts Capital New York Not listed Percentage of assets, Performance-based fees
Frederick Hinkley Manchester Capital Management New York Not listed Percentage of assets, Fixed fees
Garrett Edson Clarus Group New York Not listed Percentage of assets, Hourly
Harry Armon ARCAP Partners Plainview Not listed Percentage of assets, Fixed fees
Harshvardhan Ved Guardant Wealth Advisors Southampton Not listed Percentage of assets
Harvey Kraus Walnut Investment Services Brooklyn Not listed Percentage of assets, Hourly

Firms headquartered in New York (480)

All 480 firms in New York