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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
Jessica Blake S.E.E.D. Planning Group Binghamton Not listed Percentage of assets, Hourly
Johnathan Komich Komich Capital Advisors Ronkonkoma CFA Percentage of assets, Fixed fees
Jonathan Roberts Klingenstein Fields Advisors New York CFA, CIC Percentage of assets, Fixed fees
Joseph Summa Ascent Wealth Partners New Hartford CFA Percentage of assets
Joseph Ventura Eden Advisory Services Albany Not listed Percentage of assets, Hourly
Joshua Beckerman Eagle Bay Family Office New York Not listed Percentage of assets, Hourly
Julie Shah Eagle Bay Family Office New York Not listed Percentage of assets, Hourly
Jun Chen Fidare Wealth Solutions New York Not listed Percentage of assets, Hourly
Keith Maderer Senior Financial and Tax Orchard Park Not listed Percentage of assets, Fixed fees
Kerstin Driscoll-Witt S.E.E.D. Planning Group Binghamton Not listed Percentage of assets, Hourly
Kevin Guarino Clover Leaf Financial Fairport Not listed Percentage of assets, Fixed fees
Kyle Keir Eagle Bay Family Office New York Not listed Percentage of assets, Hourly
Laurence Ach Klingenstein Fields Advisors New York CIC Percentage of assets, Fixed fees
Lindsey Simek Capstone Investment Financial Group Webster Not listed Percentage of assets, Hourly
Matthew McCarter Onyx Bridge Wealth Group Tarrytown Not listed Percentage of assets, Hourly
Mehak Thukral Lionshead Wealth Management New York Not listed Percentage of assets, Fixed fees
Meredith Fennebresque Beatrice Advisors New York Not listed Percentage of assets, Fixed fees
Michael Tanney Pereon Wealth New York Not listed Percentage of assets, Fixed fees
Michele Tellstone Minich MacGregor Wealth Management Saratoga Springs Not listed Percentage of assets, Fixed fees
Nancy Tolli Onyx Bridge Wealth Group Tarrytown Not listed Percentage of assets, Hourly
Nicholas Ippolito S.E.E.D. Planning Group Binghamton Not listed Percentage of assets, Hourly
Nicholas Sutro Onyx Bridge Wealth Group Tarrytown Not listed Percentage of assets, Hourly
Nicholas Ventura Eden Advisory Services Albany Not listed Percentage of assets, Hourly
Nikki Hamblin High Probability Advisors Pittsford Not listed Percentage of assets
Patrick Dooley Adirondack Capital Advisors Syracuse PFS Percentage of assets, Hourly
Patrick Younis Minich MacGregor Wealth Management Saratoga Springs Not listed Percentage of assets, Fixed fees
Quinlan Ingraham S.E.E.D. Planning Group Binghamton Not listed Percentage of assets, Hourly
Raymond Wilson Onyx Bridge Wealth Group Tarrytown Not listed Percentage of assets, Hourly
Richard Leimgruber Onyx Bridge Wealth Group Tarrytown Not listed Percentage of assets, Hourly
Ryan Turbyfill Capstone Investment Financial Group Webster Not listed Percentage of assets, Hourly
Scott McCartney Ascent Wealth Partners New Hartford CFA Percentage of assets
Seth Hodes Able Wealth Management New York Not listed Percentage of assets, Flat fee or retainer
Sivaparvati Thagirisa Map to Your Wealth Floral Park Not listed Percentage of assets, Flat fee or retainer
Stephen Carl High Probability Advisors Pittsford Not listed Percentage of assets
Stephen Green Seneca Financial Advisors Rochester Not listed Percentage of assets, Hourly
Torry Whitcher Generation Capital Management Pittsford Not listed Percentage of assets
Travis Maus S.E.E.D. Planning Group Binghamton Not listed Percentage of assets, Hourly
Tyler Sherven S.E.E.D. Planning Group Binghamton Not listed Percentage of assets, Hourly
William Bennett Whitney & Company Rochester Not listed Percentage of assets, Fixed fees
William Petty Estabrook Capital Management New York Not listed Percentage of assets, Fixed fees
William Shaheen Whitney & Company Rochester Not listed Percentage of assets, Fixed fees
William Shaheen Whitney & Company Rochester Not listed Percentage of assets, Fixed fees
Yibo Huang Sicart Associates New York CFA Percentage of assets
Alexander Skabry Harvest Capital Assets Sanborn Not listed Percentage of assets
Asher Rogovy Magnifina Bedford Hills Not listed Percentage of assets, Hourly
Ashley White Federmann Financial Advisors Rocky Point Not listed Percentage of assets, Hourly
Brett Sohns LifeGoal Investments Saratoga Springs Not listed Percentage of assets, Hourly
Brett Stanton Fusion Family Wealth Woodbury Not listed Percentage of assets
Brian Voss Voss Wealth Management Endicott Not listed Percentage of assets, Fixed fees
Chao Yang Conrad Capital Management Hauppauge CFA Percentage of assets, Hourly

Firms headquartered in New York (480)

All 480 firms in New York