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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
Ryan Tomko Howe & Rusling Rochester CFP Percentage of assets, Fixed fees
Samuel Eilbaum Chemistry Wealth Management, LLC. New York Not listed Ongoing planning fee
Sandra Turner Watts Capital New York Not listed Percentage of assets, Performance-based fees
Sarah Swan Howe & Rusling, Inc. Rochester CFP, CRPC, CFA, CPWA Not listed
Scott Gegerson Magnus Financial Group New York CFP Percentage of assets, Hourly
Sharon Hayut Magnus Financial Group New York CFP Percentage of assets, Hourly
Shummi Jindal Rose Capital Advisors Plandome Not listed Percentage of assets, Hourly
Stephen Soper Orange Investment Advisors Goshen CFP Percentage of assets, Hourly
Susan Sofronas Manchester Capital Management New York Not listed Percentage of assets, Fixed fees
Tipiwa Walker Lucre Advisory LLC Brooklyn CFP, MBA Percentage of assets, Fixed fees
Tor Peery Anchor Capital Management Ithaca Not listed Percentage of assets, Hourly
Trevor Sarif-Killea Geometric Advisors New York Not listed Percentage of assets
Ty Buckelew Watts Capital New York Not listed Percentage of assets, Performance-based fees
William Burns Burns Matteson Capital Management Corning CFP, ChFC Percentage of assets, Hourly
Zhi Li Twelve Two Capital LLC Brooklyn CFP Percentage of assets, Hourly
Adeeb Chowdhury S.E.E.D. Planning Group Binghamton Not listed Percentage of assets, Hourly
Aidan Schultz Capstone Investment Financial Group Webster Not listed Percentage of assets, Hourly
Alan Tocman Onyx Bridge Wealth Group Tarrytown Not listed Percentage of assets, Hourly
Alex Ierardi S.E.E.D. Planning Group Binghamton Not listed Percentage of assets, Hourly
Andrew Lemay Note Advisors Buffalo Not listed Percentage of assets, Hourly
Aron Pinson Equinum Brooklyn CFA Percentage of assets
Bradley Eaton S.E.E.D. Planning Group Binghamton Not listed Percentage of assets, Hourly
Chani Katzman We help our clients live a life by design, not default. Not listed New York Not listed Percentage of assets
Christopher Coleman Fiduciary First Advising Rochester Not listed Percentage of assets
Christopher Conover Hudson Companies Pearl River Not listed Percentage of assets, Hourly
Christopher Lai Ascent Wealth Partners New Hartford CFA Percentage of assets
Christopher Radigan Whitney & Company Rochester Not listed Percentage of assets, Fixed fees
Colten Kitcho Note Advisors Buffalo Not listed Percentage of assets, Hourly
Craig Buckhout Rockbridge Investment Management Syracuse CFA Percentage of assets, Hourly
Daniel Harnish Miller Investment Management New York CFA Percentage of assets, Fixed fees
Daniel Kain S.E.E.D. Planning Group Binghamton Not listed Percentage of assets, Hourly
David Ringler Onyx Bridge Wealth Group Tarrytown Not listed Percentage of assets, Hourly
Elchanan Abramowitz Able Wealth Management New York Not listed Percentage of assets, Flat fee or retainer
Emmanuel Tsantes Aries Investment Advisors Garden City CFA Percentage of assets, Hourly
Facundo Rawson Acanto Pound Ridge Not listed Percentage of assets, Hourly
Gladys Chow Eagle Bay Family Office New York Not listed Percentage of assets, Hourly
Gregory Desroches Beatrice Advisors New York Not listed Percentage of assets, Fixed fees
Hannah Burchell S.E.E.D. Planning Group Binghamton Not listed Percentage of assets, Hourly
Hayden LaBelle Minich MacGregor Wealth Management Saratoga Springs Not listed Percentage of assets, Fixed fees
Jacob Martin S.E.E.D. Planning Group Binghamton Not listed Percentage of assets, Hourly
Jake Cooper High Probability Advisors Albany Not listed Percentage of assets
James Zagelmeyer Lionshead Wealth Management New York Not listed Percentage of assets, Fixed fees
Jamie Shelton S.E.E.D. Planning Group Binghamton Not listed Percentage of assets, Hourly
Jason Macgregor Minich MacGregor Wealth Management Saratoga Springs Not listed Percentage of assets, Fixed fees
Jay Taparia Sanskar Advisors Nyack CFA Percentage of assets, Hourly
Jean-Andre Corpuz Eagle Bay Family Office New York Not listed Percentage of assets, Hourly
Jeffrey Braverman Whitney & Company Rochester Not listed Percentage of assets, Fixed fees
Jeffrey Chase S.E.E.D. Planning Group Binghamton Not listed Percentage of assets, Hourly
Jeremy Schlanger Onyx Bridge Wealth Group Tarrytown Not listed Percentage of assets, Hourly
Jeremy Wadsworth North Woods Wealth Management Buffalo CFA Percentage of assets, Fixed fees

Firms headquartered in New York (480)

All 480 firms in New York