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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
Heather Proctor Milestones Private Investment Advisors Fairport Not listed Percentage of assets, Fixed fees
Ian Post Fifth Set Private Wealth Management LLC Harrison CFA, CFP Percentage of assets, Hourly
Ilan Folman-Cohen Joel Isaacson & Co., LLC New York CFP, BS, CPA/PFS, MBA Percentage of assets, Hourly
Jake Blum Magnus Financial Group New York CFP Percentage of assets, Hourly
Jake Morris Fun Financial Rhinebeck CFP Not listed
James Devico Mountain Pass Planning Hopewell Junction Not listed Flat fee or retainer, Hourly
James Marrocco Thinking Big Financial Brooklyn CFP, CFA Ongoing planning fee
James Williams Williams Financial, LLC Saratoga Springs CFP, MBA, CPA Percentage of assets, Hourly
Jason Wood Rothschild Capital Partners New York Not listed Percentage of assets, Hourly
Jeff Arber Triple Play Planning, LLC Amherst CFP, MBA Percentage of assets, Hourly
Jennifer Ziesk Kilter Group Rhinebeck Not listed Percentage of assets, Fixed fees
Jeremy Veres Flower City Capital Pittsford CFP, CPWA Percentage of assets, Fixed fees
John Mahshie MPM Advisors Group Liverpool Not listed Percentage of assets, Fixed fees
John McGowan Two Point Capital Management Pittsford CFA Percentage of assets
John Ring Moldenhauer & Associates Orchard Park Not listed Percentage of assets, Hourly
John Sanderson Sanderson Wealth Management Buffalo Not listed Percentage of assets
John Youngman Osprey Private Wealth New York Not listed Percentage of assets
Jonathan Nadler Oxler Private Wealth Rye Brook Not listed Percentage of assets, Hourly
Jonathon Hughes Linden Financial Consultants Rochester Not listed Hourly, One-time planning fee
Jordan Eich Howe & Rusling Rochester CFP Percentage of assets, Fixed fees
Joseph Barrios Heritage Financial Counselors Oyster Bay Not listed Percentage of assets, Fixed fees
Katherine Woo Angel Light Capital Forest Hills CFA Percentage of assets, Hourly
Kaylee Johnson Kilter Group Webster Not listed Percentage of assets, Fixed fees
Keegan Sullivan Chemistry Wealth Management, LLC. New York Not listed Ongoing planning fee
Kimerly Polak Guerrero Polero ICE Advisers LLC New York CFP, MBA, RICP Hourly, Fixed fees
Kristofer Venezia Eckman Wealth Management Long Island City Not listed Percentage of assets, Fixed fees
Lanny Rosenbaum SIP Financial Services Glenville Not listed Percentage of assets, Hourly
Luz Curiel Kilter Group Rhinebeck Not listed Percentage of assets, Fixed fees
Mario Veneroso Veneroso Wealth Management Woodbury Not listed Percentage of assets, Hourly
Mark Blinderman Walnut Investment Services Brooklyn Not listed Percentage of assets, Hourly
Mark Buscher Milestones Private Investment Advisors Fairport Not listed Percentage of assets, Fixed fees
Mark Mahshie MPM Advisors Group Liverpool Not listed Percentage of assets, Fixed fees
Mark Moretti MedWealth Advisors Carnegie CFP Fixed fees
Martha Raghunauth Oxler Private Wealth Rye Brook Not listed Percentage of assets, Hourly
Masahiro Yamazaki Oxler Private Wealth Rye Brook Not listed Percentage of assets, Hourly
Matt Lechner Layline Advisors Rochester CFP Percentage of assets, Fixed fees
Michael George Watts Capital New York Not listed Percentage of assets, Performance-based fees
Michael Raimondi Clarus Group New York Not listed Percentage of assets, Hourly
Michael Rundle Orange Investment Advisors Goshen CFP Percentage of assets, Hourly
Michael Schwartz Magnus Financial Group New York CFP Percentage of assets, Hourly
Narumi Yoshida Yoshida Wealth Management, Inc. White Plains CFP, CPA/PFS, EA, CPA Percentage of assets, Fixed fees
Patrick Keane Nevis Equity Advisors Dobbs Ferry Not listed Percentage of assets
Paul Hoerrner Magnus Financial Group New York CFP Percentage of assets, Hourly
Peter Kunze Guardant Wealth Advisors New York Not listed Percentage of assets
Raj Prashad Eagle Tax Planning & Advisory Grp. LLC Ozone Park CFP, ChFC, EA Percentage of assets, Hourly
Richard Chen Veris Wealth Partners New York Not listed Percentage of assets, Hourly
Richard Rebori AtwoB. Katonah CFA Percentage of assets, Hourly
Robert Chambers 80 Rods Advisors LLC Larchmont CFP, CPA Hourly, Fixed fees
Robert Ruggirello Brave Eagle Wealth Management New York CFA Percentage of assets, Hourly
Roger Chen MYeCFO New York CFA Percentage of assets, Hourly

Firms headquartered in New York (480)

All 480 firms in New York