# Fee-only financial advisors in New York City, New York > Start with a fee-only advisor in New York City whose record matches what you need, then check their fees and SEC record before you call. Records to start with include J. Scott Kittrell of Modera Wealth Management, LLC, Courtney McKenna of Altfest Personal Wealth Management and Jose Vivero of United Financial Planning Group, LLC, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/new-york/new-york-city/ 318 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in New York City? Start with a fee-only advisor in New York City whose record matches what you need, then check their fees and SEC record before you call. Records to start with include J. Scott Kittrell of Modera Wealth Management, LLC, Courtney McKenna of Altfest Personal Wealth Management and Jose Vivero of United Financial Planning Group, LLC, chosen for their credentials and fees on file. ## How many fee-only advisors in New York City are there? The Wellspent public graph lists 318 fee-only advisors in New York City, at 152 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in New York City focus on? The most common focus among fee-only advisors in New York City is estate planning (78), followed by family wealth transfer (62) and tax planning (61). Advisors can list more than one. ## How do fee-only advisors in New York City charge? The most common fee among fee-only advisors in New York City is a percentage of assets, used by 90% of the 318 with fees on file. Many use more than one: 61% charge fixed fees and 47% charge by the hour. ## How much do fee-only financial advisors charge in New York City? Fee-only financial advisors in New York City charge a median of $4,800 a year for ongoing planning. We found this across the published prices of 12 New York City firms. ## How much does a one-time financial plan cost in New York City? A one-time financial plan from a fee-only firm in New York City has a median price of $3,600. We found this across the published prices of 9 New York City firms. ## How many fee-only advisors in New York City hold the CFP? 36% of the 318 fee-only advisors in New York City hold the CFP certification, based on the credentials listed on each record. ## Does New York tax income on top of federal tax? Yes. New York has a state income tax, so a financial plan for a New York resident should project it alongside federal tax. ## Is there a local income tax in New York? Yes. In New York, New York City and Yonkers add their own income tax. ## How current is this list of fee-only advisors in New York City? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Andrew Altfest](https://find.wellspent.co/advisors/andrew-altfest.md) | Altfest Personal Wealth Management | New York, New York | CFP, MBA | Ongoing planning fee | | [Christopher Marrone](https://find.wellspent.co/advisors/christopher-marrone.md) | Marrone Wealth Management LLC | New York, New York | CFP | Ongoing planning fee, One-time planning fee, Percentage of assets | | [Courtney McKenna](https://find.wellspent.co/advisors/courtney-mckenna.md) | Altfest Personal Wealth Management | New York, New York | CFP, CLU, CFA, CPA/PFS, MBA, PhD, MA | Ongoing planning fee | | [Curtis Pope](https://find.wellspent.co/advisors/curtis-pope.md) | Pope Wealth Planning | New York, New York | CFP | One-time planning fee, Ongoing planning fee, Flat fee or retainer, Percentage of assets | | [Joe Forish](https://find.wellspent.co/advisors/joe-forish.md) | Fortrove Partners | New York, New York | CFP, CFA | Percentage of assets, Ongoing planning fee | | [Zachary Zwillinger](https://find.wellspent.co/advisors/zachary-zwillinger.md) | ZZ Planning LLC | New York, New York | CFP, JD | Flat fee or retainer, Ongoing planning fee | | [Christopher Congema](https://find.wellspent.co/advisors/christopher-congema.md) | Landmark Wealth Management, LLC | New York, New York | CFP | Percentage of assets | | [David Frisch](https://find.wellspent.co/advisors/david-frisch.md) | Frisch Financial Group, Inc. | New York, New York | CFP, CPA/PFS, CFS, CDFA, MSFS, CRPC | Percentage of assets, Fixed fees | | [J. Scott Kittrell](https://find.wellspent.co/advisors/j-scott-kittrell.md) | Modera Wealth Management, LLC | New York, New York | CFP, CFA, ACA, EA, DDS, MBA, CDFA, AAMS, BFA, Chartered SRI Counselor, CPWA, ChFC, CPA, CEPA, ChSNC, AIF, CPA/PFS, MSFS, CLU, RICP, BS | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Jennifer Kang](https://find.wellspent.co/advisors/jennifer-kang.md) | JWK Financial | New York, New York | CFP | Flat fee or retainer, Ongoing planning fee | | [Allison Vanaski](https://find.wellspent.co/advisors/allison-vanaski.md) | Arcadia Wealth Management | New York, New York | CFP | Percentage of assets, Hourly | | [Jose Vivero](https://find.wellspent.co/advisors/jose-vivero.md) | United Financial Planning Group, LLC | New York, New York | CFP, ChFC, CLU, RICP, EA, CPA/PFS | Percentage of assets, Hourly, Fixed fees | | [Matthew McKee](https://find.wellspent.co/advisors/matthew-mckee.md) | Target Rock Wealth Management | New York, New York | CFA, CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [David Rosenstrock](https://find.wellspent.co/advisors/david-rosenstrock.md) | Wharton Wealth Planning | New York, New York | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Kenneth Robinson](https://find.wellspent.co/advisors/kenneth-robinson.md) | Sax Wealth Advisors, LLC | New York, New York | CFP, JD, CPA, CFA, MBA, CeFT, RLP, MS | Percentage of assets, Hourly, Fixed fees | | [Arthur Flores](https://find.wellspent.co/advisors/arthur-flores.md) | Flores Wealth Planning, LLC | New York, New York | CFP | Hourly, Flat fee or retainer, Ongoing planning fee, Percentage of assets, One-time planning fee | | [Cynthia Flannigan](https://find.wellspent.co/advisors/cynthia-flannigan.md) | MainStreet Financial Planning, Inc. | New York, New York | CFP | Ongoing planning fee, One-time planning fee | | [Dann Ryan](https://find.wellspent.co/advisors/dann-ryan.md) | Sincerus Advisory | New York, New York | CFP | Percentage of assets, Fixed fees | | [David Flores Wilson](https://find.wellspent.co/advisors/david-flores-wilson.md) | Sincerus Advisory | New York, New York | CEPA, CFA, CFP | Percentage of assets, Fixed fees | | [Laura Hemphill](https://find.wellspent.co/advisors/laura-hemphill.md) | LEH Advisors LLC | New York, New York | CFP | One-time planning fee, Flat fee or retainer, Percentage of assets | | [Matthew Sexton](https://find.wellspent.co/advisors/matthew-sexton.md) | Clear Harbor Asset Management | New York, New York | CFP, CIMA, MSFP | Percentage of assets, Fixed fees, Performance-based fees | | [Dorie Fain](https://find.wellspent.co/advisors/dorie-fain.md) | &Wealth | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Josefine Cays](https://find.wellspent.co/advisors/josefine-cays.md) | Bridgewater Advisors Inc. | New York, New York | CFA, CFP, EA | Percentage of assets | | [Maha Gannavaram](https://find.wellspent.co/advisors/maha-gannavaram.md) | Unique Financial Advisors | New York, New York | CFP, EA, MSFP | Ongoing planning fee | | [Stacy Francis](https://find.wellspent.co/advisors/stacy-francis.md) | Francis Financial, Inc. | New York, New York | CDFA, CFP | Percentage of assets, Hourly | | [Ashley Bleckner](https://find.wellspent.co/advisors/ashley-bleckner.md) | Ellevest | New York, New York | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Cindy Sterling](https://find.wellspent.co/advisors/cindy-sterling.md) | Sterling Financial Planning | New York, New York | ChFC, MS, RLP | Flat fee or retainer, Ongoing planning fee | | [David Tomback](https://find.wellspent.co/advisors/david-tomback.md) | Earndex, LLC | New York, New York | CFP, MBA | One-time planning fee | | [Jeremy Zuke](https://find.wellspent.co/advisors/jeremy-zuke.md) | Abundo Wealth | New York, New York | | Subscription | | [Julie Ford](https://find.wellspent.co/advisors/julie-ford.md) | Ford Financial Solutions, LLC | New York, New York | CFP, CPA | Ongoing planning fee, One-time planning fee | | [Kaitlin Horsch](https://find.wellspent.co/advisors/kaitlin-horsch.md) | Ellevest | New York, New York | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Sofia Figueroa](https://find.wellspent.co/advisors/sofia-figueroa.md) | Ellevest | New York, New York | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Vered Frank](https://find.wellspent.co/advisors/vered-frank.md) | StackWealth | New York, New York | CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly | | [Veronica Taylor](https://find.wellspent.co/advisors/veronica-taylor.md) | Ellevest | New York, New York | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Joseph Rodriguez](https://find.wellspent.co/advisors/joseph-rodriguez.md) | Matriarch Wealth Management | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Powsner](https://find.wellspent.co/advisors/michael-powsner.md) | Upstart Wealth Management | New York, New York | CFP, PFS | Percentage of assets, Ongoing planning fee | | [Peter Levine](https://find.wellspent.co/advisors/peter-levine.md) | Velara Wealth Management | New York, New York | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Russell Kroeger](https://find.wellspent.co/advisors/russell-kroeger.md) | Upstart Wealth Management | New York, New York | CFP | Percentage of assets, Ongoing planning fee | | [Samuel McPherson](https://find.wellspent.co/advisors/samuel-mcpherson.md) | McPherson Financial Advisors | New York, New York | CFP | One-time planning fee, Percentage of assets, Hourly | | [Alondra Garcia](https://find.wellspent.co/advisors/alondra-garcia.md) | Ellevest | New York, New York | CFA | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Ankur Patel](https://find.wellspent.co/advisors/ankur-patel.md) | Ellevest | New York, New York | CFA | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Bryan Koslow](https://find.wellspent.co/advisors/bryan-koslow.md) | Clarus Group | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Chen Li](https://find.wellspent.co/advisors/chen-li.md) | GoalVest Advisory | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [Elena Ladygina](https://find.wellspent.co/advisors/elena-ladygina.md) | Veris Wealth Partners | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [ignition tax](https://find.wellspent.co/advisors/ignition-tax-655000.md) | ignition tax | new york, New York | CPA | Flat fee or retainer | | [Kristen Goodman](https://find.wellspent.co/advisors/kristen-goodman.md) | Ellevest | New York, New York | CFA | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Mariette Campbell](https://find.wellspent.co/advisors/mariette-campbell.md) | Osprey Private Wealth | New York, New York | CFP | Percentage of assets | | [Mark Chemtob](https://find.wellspent.co/advisors/mark-chemtob.md) | Chemistry Wealth Management, LLC. | New York, New York | CFP | Ongoing planning fee | | [Nina Spezzaferro](https://find.wellspent.co/advisors/nina-spezzaferro.md) | Chemistry Wealth Management, LLC. | New York, New York | CFP | Ongoing planning fee | | [Sevasti Balafas](https://find.wellspent.co/advisors/sevasti-balafas.md) | GoalVest Advisory | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [Timothy Kingsbury](https://find.wellspent.co/advisors/timothy-kingsbury.md) | Veris Wealth Partners | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Adam Frank](https://find.wellspent.co/advisors/adam-frank.md) | Frank Finances | New York, New York | CFP | Ongoing planning fee, One-time planning fee | | [Dalya Inhaber](https://find.wellspent.co/advisors/dalya-inhaber.md) | Minerva Wealth Advisory | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Erika Safran](https://find.wellspent.co/advisors/erika-safran.md) | Safran Wealth Advisors | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Eugene Skorodinsky](https://find.wellspent.co/advisors/eugene-skorodinsky.md) | Minerva Wealth Advisory | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Eustache Clerveaux](https://find.wellspent.co/advisors/eustache-clerveaux.md) | Fidare Wealth Solutions | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Bernstein](https://find.wellspent.co/advisors/michael-bernstein.md) | Lionshead Wealth Management | New York, New York | CFP | Percentage of assets, Fixed fees | | [Michael Hymes](https://find.wellspent.co/advisors/michael-hymes.md) | Beatrice Advisors | New York, New York | CFP | Percentage of assets, Fixed fees | | [Scott Lasky](https://find.wellspent.co/advisors/scott-lasky.md) | Lionshead Wealth Management | New York, New York | CFP | Percentage of assets, Fixed fees | | [Andrew Shoemaker](https://find.wellspent.co/advisors/andrew-shoemaker.md) | Hurley Capital | New York, New York | CFP | Percentage of assets, Fixed fees | | [Arynton Hardy](https://find.wellspent.co/advisors/arynton-hardy.md) | Savvy | New York, New York | | Percentage of assets, One-time planning fee | | [Ashwini Patil](https://find.wellspent.co/advisors/ashwini-patil.md) | GoalVest Advisory | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Braden DeForge](https://find.wellspent.co/advisors/braden-deforge.md) | GoalVest Advisory | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Brianna Sullivan](https://find.wellspent.co/advisors/brianna-sullivan.md) | Fruitful | New York, New York | CFP | Percentage of assets, Ongoing planning fee | | [Charles Goldblum](https://find.wellspent.co/advisors/charles-goldblum.md) | Hurley Capital | New York, New York | CFP, CFA | Percentage of assets, Fixed fees | | [Clayton Gardner](https://find.wellspent.co/advisors/clayton-gardner.md) | Titan | New York, New York | | Percentage of assets, Subscription | | [Emily Green](https://find.wellspent.co/advisors/emily-green-6185289.md) | Ellevest | New York, New York | | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Grant Hall](https://find.wellspent.co/advisors/grant-hall.md) | Fruitful | New York, New York | CFP | Percentage of assets, Ongoing planning fee | | [Harry Martin](https://find.wellspent.co/advisors/harry-martin.md) | GoalVest Advisory | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [John Roscoe](https://find.wellspent.co/advisors/john-roscoe.md) | Osprey Private Wealth | New York, New York | CFA | Percentage of assets | | [Kyle Dandurand](https://find.wellspent.co/advisors/kyle-dandurand.md) | Chemistry Wealth Management, LLC. | New York, New York | CFA | Ongoing planning fee | | [Lori Choi](https://find.wellspent.co/advisors/lori-choi.md) | Veris Wealth Partners | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [Raquel Tennant](https://find.wellspent.co/advisors/raquel-tennant.md) | Fruitful | New York, New York | CFP | Percentage of assets, Ongoing planning fee | | [Sara Faurer](https://find.wellspent.co/advisors/sara-faurer.md) | Ellevest | New York, New York | | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Thomas Watts](https://find.wellspent.co/advisors/thomas-watts.md) | Watts Capital | New York, New York | CFA | Percentage of assets, Performance-based fees | | [Waris Rahemtulla](https://find.wellspent.co/advisors/waris-rahemtulla.md) | Fruitful | New York, New York | CFP, ChFC | Percentage of assets, Ongoing planning fee | | [David Zale](https://find.wellspent.co/advisors/david-zale.md) | Eagle Bay Family Office | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [Igor Tsukerman](https://find.wellspent.co/advisors/igor-tsukerman.md) | Eureka Wealth Solutions | New York, New York | | Percentage of assets | | [James Keenan](https://find.wellspent.co/advisors/james-keenan-872666.md) | Keenan Private Wealth Management | New York, New York | | Percentage of assets, Hourly | | [James Vitiello](https://find.wellspent.co/advisors/james-vitiello.md) | Fifth Avenue Wealth Advisors | New York, New York | | Percentage of assets | | [Mervin Burton](https://find.wellspent.co/advisors/mervin-burton.md) | Beatrice Advisors | New York, New York | CFA | Percentage of assets, Fixed fees | | [Michael Nelson](https://find.wellspent.co/advisors/michael-nelson.md) | Eagle Bay Family Office | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [Sean Kearney](https://find.wellspent.co/advisors/sean-kearney.md) | Amvoy Wealth | New York, New York | | Percentage of assets, Fixed fees | | [Thomas Cefalu](https://find.wellspent.co/advisors/thomas-cefalu.md) | Downtown Wealth Studios | New York, New York | | Percentage of assets, Fixed fees | | [Adenikke Soremekun](https://find.wellspent.co/advisors/adenikke-soremekun.md) | Chemistry Wealth Management, LLC. | New York, New York | | Ongoing planning fee | | [Anja Luesink](https://find.wellspent.co/advisors/anja-luesink.md) | Luesink Stenstrom Financial | New York, New York | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Anthony Knight](https://find.wellspent.co/advisors/anthony-knight.md) | Greenspring Advisors | New York, New York | CFP, EA, CPA, CPA/PFS, CASL, ChFC, CLU | Percentage of assets, Fixed fees | | [Brandon Sullivan](https://find.wellspent.co/advisors/brandon-sullivan.md) | Spring Street Wealth | New York, New York | | Percentage of assets, Fixed fees | | [Cheung Chan](https://find.wellspent.co/advisors/cheung-chan.md) | Chemistry Wealth Management, LLC. | New York, New York | | Ongoing planning fee | | [Deva Panambur](https://find.wellspent.co/advisors/deva-panambur.md) | Sarsi, LLC | New York, New York | BS, CFA, CFP, EA, MBA | Percentage of assets, Hourly, Fixed fees | | [Franklin Waung](https://find.wellspent.co/advisors/franklin-waung.md) | Watts Capital | New York, New York | | Percentage of assets, Performance-based fees | | [Frederick Hinkley](https://find.wellspent.co/advisors/frederick-hinkley.md) | Manchester Capital Management | New York, New York | | Percentage of assets, Fixed fees | | [Garrett Edson](https://find.wellspent.co/advisors/garrett-edson.md) | Clarus Group | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Ilan Folman-Cohen](https://find.wellspent.co/advisors/ilan-folman-cohen.md) | Joel Isaacson & Co., LLC | New York, New York | CFP, BS, CPA/PFS, MBA | Percentage of assets, Hourly, Fixed fees | | [Jake Blum](https://find.wellspent.co/advisors/jake-blum.md) | Magnus Financial Group | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Jason Wood](https://find.wellspent.co/advisors/jason-wood.md) | Rothschild Capital Partners | New York, New York | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [John Youngman](https://find.wellspent.co/advisors/john-youngman.md) | Osprey Private Wealth | New York, New York | | Percentage of assets | | [Keegan Sullivan](https://find.wellspent.co/advisors/keegan-sullivan.md) | Chemistry Wealth Management, LLC. | New York, New York | | Ongoing planning fee | | [Kimerly Polak Guerrero](https://find.wellspent.co/advisors/kimerly-polak-guerrero.md) | Polero ICE Advisers LLC | New York, New York | CFP, MBA, RICP | Hourly, Fixed fees | | [Michael George](https://find.wellspent.co/advisors/michael-george-220914.md) | Watts Capital | New York, New York | | Percentage of assets, Performance-based fees | | [Michael Raimondi](https://find.wellspent.co/advisors/michael-raimondi.md) | Clarus Group | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Michael Schwartz](https://find.wellspent.co/advisors/michael-schwartz-2968694.md) | Magnus Financial Group | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Paul Hoerrner](https://find.wellspent.co/advisors/paul-hoerrner.md) | Magnus Financial Group | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Peter Kunze](https://find.wellspent.co/advisors/peter-kunze.md) | Guardant Wealth Advisors | New York , New York | | Percentage of assets | | [Richard Chen](https://find.wellspent.co/advisors/richard-chen.md) | Veris Wealth Partners | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Robert Ruggirello](https://find.wellspent.co/advisors/robert-ruggirello.md) | Brave Eagle Wealth Management | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [Roger Chen](https://find.wellspent.co/advisors/roger-chen.md) | MYeCFO | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [Samuel Eilbaum](https://find.wellspent.co/advisors/samuel-eilbaum.md) | Chemistry Wealth Management, LLC. | New York, New York | | Ongoing planning fee | | [Sandra Turner](https://find.wellspent.co/advisors/sandra-turner.md) | Watts Capital | New York, New York | | Percentage of assets, Performance-based fees | | [Scott Gegerson](https://find.wellspent.co/advisors/scott-gegerson.md) | Magnus Financial Group | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Sharon Hayut](https://find.wellspent.co/advisors/sharon-hayut.md) | Magnus Financial Group | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Susan Sofronas](https://find.wellspent.co/advisors/susan-sofronas.md) | Manchester Capital Management | New York, New York | | Percentage of assets, Fixed fees | | [Trevor Sarif-Killea](https://find.wellspent.co/advisors/trevor-sarif-killea.md) | Geometric Advisors | New York, New York | | Percentage of assets | | [Ty Buckelew](https://find.wellspent.co/advisors/ty-buckelew.md) | Watts Capital | New York, New York | | Percentage of assets, Performance-based fees | | [Chani Katzman](https://find.wellspent.co/advisors/chani-katzman.md) | | New York, New York | | Percentage of assets | | [Daniel Harnish](https://find.wellspent.co/advisors/daniel-harnish.md) | Miller Investment Management | New York, New York | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Elchanan Abramowitz](https://find.wellspent.co/advisors/elchanan-abramowitz.md) | Able Wealth Management | New York, New York | | Percentage of assets, Flat fee or retainer | | [Gladys Chow](https://find.wellspent.co/advisors/gladys-chow.md) | Eagle Bay Family Office | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Gregory Desroches](https://find.wellspent.co/advisors/gregory-desroches.md) | Beatrice Advisors | New York, New York | | Percentage of assets, Fixed fees | | [James Zagelmeyer](https://find.wellspent.co/advisors/james-zagelmeyer.md) | Lionshead Wealth Management | New York, New York | | Percentage of assets, Fixed fees | | [Jean-Andre Corpuz](https://find.wellspent.co/advisors/jean-andre-corpuz.md) | Eagle Bay Family Office | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Jonathan Roberts](https://find.wellspent.co/advisors/jonathan-roberts.md) | Klingenstein Fields Advisors | New York, New York | CFA, CIC | Percentage of assets, Fixed fees, Performance-based fees | | [Joshua Beckerman](https://find.wellspent.co/advisors/joshua-beckerman.md) | Eagle Bay Family Office | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Julie Shah](https://find.wellspent.co/advisors/julie-shah.md) | Eagle Bay Family Office | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Jun Chen](https://find.wellspent.co/advisors/jun-chen.md) | Fidare Wealth Solutions | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Kyle Keir](https://find.wellspent.co/advisors/kyle-keir.md) | Eagle Bay Family Office | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Laurence Ach](https://find.wellspent.co/advisors/laurence-ach.md) | Klingenstein Fields Advisors | New York, New York | CIC | Percentage of assets, Fixed fees, Performance-based fees | | [Mehak Thukral](https://find.wellspent.co/advisors/mehak-thukral.md) | Lionshead Wealth Management | New York, New York | | Percentage of assets, Fixed fees | | [Meredith Fennebresque](https://find.wellspent.co/advisors/meredith-fennebresque.md) | Beatrice Advisors | New York, New York | | Percentage of assets, Fixed fees | | [Michael Tanney](https://find.wellspent.co/advisors/michael-tanney.md) | Pereon Wealth | New York, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [Seth Hodes](https://find.wellspent.co/advisors/seth-hodes.md) | Able Wealth Management | New York, New York | | Percentage of assets, Flat fee or retainer | | [William Petty](https://find.wellspent.co/advisors/william-petty.md) | Estabrook Capital Management | New York, New York | | Percentage of assets, Fixed fees | | [Yibo Huang](https://find.wellspent.co/advisors/yibo-huang.md) | Sicart Associates | New York, New York | CFA | Percentage of assets | | [Charles Helme](https://find.wellspent.co/advisors/charles-helme.md) | BH Asset Management | New York, New York | | Flat fee or retainer | | [Constantinos Athanailos](https://find.wellspent.co/advisors/constantinos-athanailos.md) | Hurley Capital | New York, New York | | Percentage of assets, Fixed fees | | [Gary Schatsky](https://find.wellspent.co/advisors/gary-schatsky.md) | IFC Personal Money Managers | New York, New York | | Hourly, Fixed fees | | [Hakan Ergulec](https://find.wellspent.co/advisors/hakan-ergulec.md) | Tekmen Wells Investments | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [Ivan Thornton](https://find.wellspent.co/advisors/ivan-thornton.md) | Fiduciary Management Group | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [James Berman](https://find.wellspent.co/advisors/james-berman.md) | JBGlobal.com | New York, New York | | Percentage of assets | | [Justin Berrie](https://find.wellspent.co/advisors/justin-berrie.md) | Capital Counsel | New York, New York | | Percentage of assets | | [Lauren Blum](https://find.wellspent.co/advisors/lauren-blum.md) | Capital Counsel | New York, New York | | Percentage of assets | | [Matthew Friedman](https://find.wellspent.co/advisors/matthew-friedman.md) | Capital Counsel | New York, New York | | Percentage of assets | | [Mitchell Poirier](https://find.wellspent.co/advisors/mitchell-poirier.md) | SMP Financial Planning | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Nicole Scarpati](https://find.wellspent.co/advisors/nicole-scarpati.md) | Capital Counsel | New York, New York | | Percentage of assets | | [Priya Malani](https://find.wellspent.co/advisors/priya-malani.md) | Stash Wealth | New York, New York | | Percentage of assets, One-time planning fee | | [Ronald Deutsch](https://find.wellspent.co/advisors/ronald-deutsch.md) | Magnus Financial Group | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [Samuel Magid](https://find.wellspent.co/advisors/samuel-magid.md) | Capital Counsel | New York, New York | | Percentage of assets | | [Steven Abernathy](https://find.wellspent.co/advisors/steven-abernathy.md) | The Abernathy Group II Family Office | New York, New York | | Percentage of assets, Hourly, Performance-based fees | | [Terence Greene](https://find.wellspent.co/advisors/terence-greene.md) | Capital Counsel | New York, New York | | Percentage of assets | | [Benjamin Weinberg](https://find.wellspent.co/advisors/benjamin-weinberg.md) | Edge Wealth Management | New York, New York | | Percentage of assets | Showing the first 150 of 318. The full list, page by page: https://find.wellspent.co/locations/us/new-york/new-york-city/?page=2 ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).