Fee-only financial advisors in Pittsford, New York
Which fee-only financial advisor should I talk to in Pittsford?
Start with a fee-only advisor in Pittsford whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Michael Rizzolo of Flower City Capital, John McGowan of Two Point Capital Management and Jonathan Thomas of JQL Wealth, 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.
- Michael Rizzolo Flower City Capital Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- John McGowan Two Point Capital Management Holds the CFA. Fees on file: percentage of assets.
- Jonathan Thomas JQL Wealth, LLC Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Douglass Lyon Lyon Capital Management Holds the CFA. Fees on file: percentage of assets.
- Priscilla Baker Jones Occam Capital® Management Holds the CFP. Fees on file: percentage of assets.
- Rajiv Dixit Serenity Capital Advisors Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 43
- Firms
- 18
- Hold the CFP
- 44%
- Other credentials: CFA 19% · ChFC 5%
- How they charge (of 43 with fees on file): percentage of assets 100% · fixed fees 30% · hourly 19% · ongoing planning fee 2%
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 Pittsford
How many fee-only advisors in Pittsford are there?
The Wellspent public graph lists 43 fee-only advisors in Pittsford, at 18 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Pittsford focus on?
The most common focus among fee-only advisors in Pittsford is estate planning (16), followed by tax planning (14) and retirement planning (11). Advisors can list more than one.
How do fee-only advisors in Pittsford charge?
All 43 fee-only advisors in Pittsford with fees on file charge a percentage of assets. Many use more than one: 30% charge fixed fees and 19% charge by the hour.
How much do fee-only financial advisors charge in New York?
Fee-only financial advisors in New York charge a median of $3,600 a year for ongoing planning. We found this across the published prices of 33 New York firms.
How many fee-only advisors in Pittsford hold the CFP?
44% of the 43 fee-only advisors in Pittsford 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 Pittsford?
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 43 advisors in Pittsford
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jonathan Thomas | JQL Wealth, LLC | Pittsford | CFP, CCFC | Percentage of assets, Ongoing planning fee |
| Rajiv Dixit | Serenity Capital Advisors | Pittsford | CFP | Percentage of assets |
| Benjamin Forte | Kickstand Wealth Advisors | Pittsford | CFP | Percentage of assets |
| Chad Goodchild | Kickstand Wealth Advisors | Pittsford | CFP | Percentage of assets |
| Corey Ernisse | Kickstand Wealth Advisors | Pittsford | CFP | Percentage of assets |
| Devyn Little | Kickstand Wealth Advisors | Pittsford | CFP | Percentage of assets |
| Jacob Schlicht | Kickstand Wealth Advisors | Pittsford | CFP | Percentage of assets |
| George Marron | High Probability Advisors | Pittsford | CFP | Percentage of assets |
| Jeffrey Feldman | Rochester Financial Services | Pittsford | CFP | Percentage of assets, Hourly |
| Matthew Newman | High Probability Advisors | Pittsford | CFP | Percentage of assets |
| Priscilla Baker Jones | Occam Capital® Management | Pittsford | CFP | Percentage of assets |
| Michael Jones | High Probability Advisors | Pittsford | CFA | Percentage of assets |
| Scott Nasca | Generation Capital Management | Pittsford | CFA | Percentage of assets |
| Christine Fusare | Kickstand Wealth Advisors | Pittsford | Not listed | Percentage of assets |
| Douglass Lyon | Lyon Capital Management | Pittsford | CFA | Percentage of assets |
| Jeremy Veres | Flower City Capital | Pittsford | CFP, CPWA | Percentage of assets, Fixed fees |
| John McGowan | Two Point Capital Management | Pittsford | CFA | Percentage of assets |
| Nikki Hamblin | High Probability Advisors | Pittsford | Not listed | Percentage of assets |
| Stephen Carl | High Probability Advisors | Pittsford | Not listed | Percentage of assets |
| Torry Whitcher | Generation Capital Management | Pittsford | Not listed | Percentage of assets |
| Jennifer Cornish | BeauMorgan | Pittsford | Not listed | Percentage of assets, Hourly |
| Jennifer Kenney-Zimmerli | Two Point Capital Management | Pittsford | Not listed | Percentage of assets |
| Danielle Hartman | Kane Financial | Pittsford | Not listed | Percentage of assets, Hourly |
| Kate Kenney | RDG Capital Management | Pittsford | Not listed | Percentage of assets, Hourly |
| Whitney Baniewicz | RDG Capital Management | Pittsford | Not listed | Percentage of assets, Hourly |
| Catherine Arnold | Flower City Capital | Pittsford | CFP | Percentage of assets, Fixed fees |
| Jacob Moshier | Flower City Capital | Pittsford | CFP | Percentage of assets, Fixed fees |
| Kam-Lin Hill | Professional Financial | Pittsford | CFP, ChFC | Percentage of assets, Hourly |
| Michael Rizzolo | Flower City Capital | Pittsford | CFP, CFA | Percentage of assets, Fixed fees |
| Paul Hill | Professional Financial | Pittsford | CFP, ChFC | Percentage of assets, Hourly |
| Peter Van Der Voorn | Professional Financial | Pittsford | CFP | Percentage of assets, Hourly |
| Thomas Hawks | Flower City Capital | Pittsford | CFP | Percentage of assets, Fixed fees |
| Luca Zambito | Armbruster Capital Management | Pittsford | CFA | Percentage of assets |
| Mark Armbruster | Armbruster Capital Management | Pittsford | CFA | Percentage of assets |
| Vincent Crane | Flower City Capital | Pittsford | CFA | Percentage of assets, Fixed fees |
| Amy Ryan | Upstate Advisers | Pittsford | Not listed | Percentage of assets |
| Christopher Cebula | Armbruster Capital Management | Pittsford | Not listed | Percentage of assets |
| Craig Julien | Armbruster Capital Management | Pittsford | Not listed | Percentage of assets |
| Kurt Krokenberger | Factorpoint Planning | Pittsford | Not listed | Percentage of assets, Fixed fees |
| Margaret Broomfield | Armbruster Capital Management | Pittsford | Not listed | Percentage of assets |
| Miles Sharpe | Fawley Wealth International | Pittsford | Not listed | Percentage of assets |
| Rudolph Warren | Armbruster Capital Management | Pittsford | Not listed | Percentage of assets |
| Tarryn Rozen | Armbruster Capital Management | Pittsford | Not listed | Percentage of assets |
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