Fee-only financial advisors in New York City, New York
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- J. Scott Kittrell Modera Wealth Management, LLC Holds the CFP, CFA and CPA. Fees on file: percentage of assets, flat fee or retainer.
- Courtney McKenna Altfest Personal Wealth Management Holds the CFP, CFA and CPA. Fees on file: ongoing planning fee.
- Jose Vivero United Financial Planning Group, LLC Holds the CFP, CPA and EA. Fees on file: percentage of assets, hourly.
- Josefine Cays Bridgewater Advisors Inc. Holds the CFP, CFA and EA. Fees on file: percentage of assets.
- Kenneth Robinson Sax Wealth Advisors, LLC Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Deva Panambur Sarsi, LLC Holds the CFP, CFA and EA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 318
- Firms
- 152
- Hold the CFP
- 36%
- Other credentials: CFA 16% · CPA 3% · EA 2%
- How they charge (of 318 with fees on file): percentage of assets 90% · fixed fees 61% · hourly 47% · ongoing planning fee 12%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
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Questions about fee-only advisors in New York City
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.
All 318 advisors in New York City
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Andrew Altfest | Altfest Personal Wealth Management | New York | CFP, MBA | Ongoing planning fee |
| Christopher Marrone | Marrone Wealth Management LLC | New York | CFP | Ongoing planning fee, One-time planning fee |
| Courtney McKenna | Altfest Personal Wealth Management | New York | CFP, CLU, CFA, CPA/PFS | Ongoing planning fee |
| Curtis Pope | Pope Wealth Planning | New York | CFP | One-time planning fee, Ongoing planning fee |
| Joe Forish | Fortrove Partners | New York | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Zachary Zwillinger | ZZ Planning LLC | New York | CFP, JD | Flat fee or retainer, Ongoing planning fee |
| Christopher Congema | Landmark Wealth Management, LLC | New York | CFP | Percentage of assets |
| David Frisch | Frisch Financial Group, Inc. | New York | CFP, CPA/PFS, CFS, CDFA | Percentage of assets, Fixed fees |
| J. Scott Kittrell | Modera Wealth Management, LLC | New York | CFP, CFA, ACA, EA | Percentage of assets, Flat fee or retainer |
| Jennifer Kang | JWK Financial | New York | CFP | Flat fee or retainer, Ongoing planning fee |
| Allison Vanaski | Arcadia Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Jose Vivero | United Financial Planning Group, LLC | New York | CFP, ChFC, CLU, RICP | Percentage of assets, Hourly |
| Matthew McKee | Target Rock Wealth Management | New York | CFA, CFP, MBA | Percentage of assets, Hourly |
| David Rosenstrock | Wharton Wealth Planning | New York | CFP, MBA | Percentage of assets, Hourly |
| Kenneth Robinson | Sax Wealth Advisors, LLC | New York | CFP, JD, CPA, CFA | Percentage of assets, Hourly |
| Arthur Flores | Flores Wealth Planning, LLC | New York | CFP | Hourly, Flat fee or retainer |
| Cynthia Flannigan | MainStreet Financial Planning, Inc. | New York | CFP | Ongoing planning fee, One-time planning fee |
| Dann Ryan | Sincerus Advisory | New York | CFP | Percentage of assets, Fixed fees |
| David Flores Wilson | Sincerus Advisory | New York | CEPA, CFA, CFP | Percentage of assets, Fixed fees |
| Laura Hemphill | LEH Advisors LLC | New York | CFP | One-time planning fee, Flat fee or retainer |
| Matthew Sexton | Clear Harbor Asset Management | New York | CFP, CIMA, MSFP | Percentage of assets, Fixed fees |
| Dorie Fain | &Wealth | New York | CFP | Percentage of assets, Hourly |
| Josefine Cays | Bridgewater Advisors Inc. | New York | CFA, CFP, EA | Percentage of assets |
| Maha Gannavaram | Unique Financial Advisors | New York | CFP, EA, MSFP | Ongoing planning fee |
| Stacy Francis | Francis Financial, Inc. | New York | CDFA, CFP | Percentage of assets, Hourly |
| Ashley Bleckner | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| Cindy Sterling | Sterling Financial Planning | New York | ChFC, MS, RLP | Flat fee or retainer, Ongoing planning fee |
| David Tomback | Earndex, LLC | New York | CFP, MBA | One-time planning fee |
| Jeremy Zuke Affordable financial advice for working professionals, whether they are leaving a high-fee planner or hiring one for the first time. | Abundo Wealth | New York | Not listed | Subscription |
| Julie Ford | Ford Financial Solutions, LLC | New York | CFP, CPA | Ongoing planning fee, One-time planning fee |
| Kaitlin Horsch | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| Sofia Figueroa | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| Vered Frank | StackWealth | New York | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Veronica Taylor | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| Joseph Rodriguez | Matriarch Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Michael Powsner | Upstart Wealth Management | New York | CFP, PFS | Percentage of assets, Ongoing planning fee |
| Peter Levine | Velara Wealth Management | New York | CFP, ChFC | Percentage of assets, Hourly |
| Russell Kroeger | Upstart Wealth Management | New York | CFP | Percentage of assets, Ongoing planning fee |
| Samuel McPherson | McPherson Financial Advisors | New York | CFP | One-time planning fee, Percentage of assets |
| Alondra Garcia | Ellevest | New York | CFA | Percentage of assets, Flat fee or retainer |
| Ankur Patel | Ellevest | New York | CFA | Percentage of assets, Flat fee or retainer |
| Bryan Koslow | Clarus Group | New York | CFP | Percentage of assets, Hourly |
| Chen Li | GoalVest Advisory | New York | CFA | Percentage of assets, Hourly |
| Elena Ladygina | Veris Wealth Partners | New York | CFP | Percentage of assets, Hourly |
| ignition tax ignition tax | ignition tax | new york | CPA | Flat fee or retainer |
| Kristen Goodman | Ellevest | New York | CFA | Percentage of assets, Flat fee or retainer |
| Mariette Campbell | Osprey Private Wealth | New York | CFP | Percentage of assets |
| Mark Chemtob | Chemistry Wealth Management, LLC. | New York | CFP | Ongoing planning fee |
| Nina Spezzaferro | Chemistry Wealth Management, LLC. | New York | CFP | Ongoing planning fee |
| Sevasti Balafas | GoalVest Advisory | New York | CFA | Percentage of assets, Hourly |
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