# Fee-only financial advisors in Syracuse, New York

> Start with a fee-only advisor in Syracuse whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Zachary DeBottis of Rockbridge Investment Management, Jacob Asplundh of Passive Capital Management and Christopher Riggi of Reagan Companies Asset Management, chosen for their credentials and fees on file.

Page: https://find.wellspent.co/locations/us/new-york/syracuse/
35 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 Syracuse?

Start with a fee-only advisor in Syracuse whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Zachary DeBottis of Rockbridge Investment Management, Jacob Asplundh of Passive Capital Management and Christopher Riggi of Reagan Companies Asset Management, chosen for their credentials and fees on file.

## How many fee-only advisors in Syracuse are there?

The Wellspent public graph lists 35 fee-only advisors in Syracuse, at 8 firms. We counted every advisor record that fits, as of October 2026.

## What do fee-only advisors in Syracuse focus on?

The most common focus among fee-only advisors in Syracuse is retirement planning (15), followed by founders (11) and physicians (11). Advisors can list more than one.

## How do fee-only advisors in Syracuse charge?

All 35 fee-only advisors in Syracuse with fees on file charge a percentage of assets. Many use more than one: 83% charge by the hour and 80% charge fixed fees.

## 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 Syracuse hold the CFP?

40% of the 35 fee-only advisors in Syracuse 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 Syracuse?

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 |
|---|---|---|---|---|
| [Adam Underwood](https://find.wellspent.co/advisors/adam-underwood.md) | Rockbridge Investment Management | Syracuse, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Anthony Farella](https://find.wellspent.co/advisors/anthony-farella.md) | Rockbridge Investment Management | Syracuse, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [David Carroll](https://find.wellspent.co/advisors/david-carroll.md) | Rockbridge Investment Management | Syracuse, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [David Krawczyk](https://find.wellspent.co/advisors/david-krawczyk.md) | Rockbridge Investment Management | Syracuse, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Nicholas Stancato](https://find.wellspent.co/advisors/nicholas-stancato.md) | Rockbridge Investment Management | Syracuse, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Patrick Rohe](https://find.wellspent.co/advisors/patrick-rohe.md) | Rockbridge Investment Management | Syracuse, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Zachary DeBottis](https://find.wellspent.co/advisors/zachary-debottis.md) | Rockbridge Investment Management | Syracuse, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Craig Buckhout](https://find.wellspent.co/advisors/craig-buckhout.md) | Rockbridge Investment Management | Syracuse, New York | CFA | Percentage of assets, Hourly, Fixed fees |
| [Patrick Dooley](https://find.wellspent.co/advisors/patrick-dooley.md) | Adirondack Capital Advisors | Syracuse, New York | PFS | Percentage of assets, Hourly, Fixed fees |
| [Henry Wildhack](https://find.wellspent.co/advisors/henry-wildhack.md) | Armory Capital Management | Syracuse, New York |   | Percentage of assets |
| [Matthew Abbott](https://find.wellspent.co/advisors/matthew-abbott.md) | Armory Capital Management | Syracuse, New York |   | Percentage of assets |
| [Adam Gagas](https://find.wellspent.co/advisors/adam-gagas.md) | Rockbridge Investment Management | Syracuse, New York |   | Percentage of assets, Hourly, Fixed fees |
| [Christopher Berg](https://find.wellspent.co/advisors/christopher-berg.md) | Adirondack Capital Advisors | Syracuse, New York |   | Percentage of assets, Hourly, Fixed fees |
| [Claire Ariglio](https://find.wellspent.co/advisors/claire-ariglio.md) | Rockbridge Investment Management | Syracuse, New York |   | Percentage of assets, Hourly, Fixed fees |
| [James Campagna](https://find.wellspent.co/advisors/james-campagna.md) | Adirondack Capital Advisors | Syracuse, New York |   | Percentage of assets, Hourly, Fixed fees |
| [Rex Mahoney](https://find.wellspent.co/advisors/rex-mahoney.md) | Adirondack Capital Advisors | Syracuse, New York |   | Percentage of assets, Hourly, Fixed fees |
| [Robert Ryan](https://find.wellspent.co/advisors/robert-ryan.md) | Rockbridge Investment Management | Syracuse, New York |   | Percentage of assets, Hourly, Fixed fees |
| [Christopher Riggi](https://find.wellspent.co/advisors/christopher-riggi.md) | Reagan Companies Asset Management | Syracuse, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Daniel Esford](https://find.wellspent.co/advisors/daniel-esford.md) | Reagan Companies Asset Management | Syracuse, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [David Haahr](https://find.wellspent.co/advisors/david-haahr.md) | Reagan Companies Asset Management | Syracuse, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Ethan Gilbert](https://find.wellspent.co/advisors/ethan-gilbert.md) | Rialto Wealth Management | Syracuse, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jacob Asplundh](https://find.wellspent.co/advisors/jacob-asplundh.md) | Passive Capital Management | Syracuse, New York | CFP | Percentage of assets |
| [Kevin Sullivan](https://find.wellspent.co/advisors/kevin-sullivan.md) | Rialto Wealth Management | Syracuse, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Richard Reagan](https://find.wellspent.co/advisors/richard-reagan.md) | Reagan Companies Asset Management | Syracuse, New York | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jacob Farabee](https://find.wellspent.co/advisors/jacob-farabee.md) | Passive Capital Management | Syracuse, New York | CFA | Percentage of assets |
| [Scott Reinhardt](https://find.wellspent.co/advisors/scott-reinhardt.md) | Passive Capital Management | Syracuse, New York | CFA | Percentage of assets |
| [Edward Barno](https://find.wellspent.co/advisors/edward-barno.md) | Rialto Wealth Management | Syracuse, New York |   | Percentage of assets, Hourly, Fixed fees |
| [Ethan Ciota](https://find.wellspent.co/advisors/ethan-ciota.md) | Reagan Companies Asset Management | Syracuse, New York |   | Percentage of assets, Hourly, Fixed fees |
| [Jeffrey Watson](https://find.wellspent.co/advisors/jeffrey-watson.md) | Rialto Wealth Management | Syracuse, New York |   | Percentage of assets, Hourly, Fixed fees |
| [Jesse Cramer](https://find.wellspent.co/advisors/jesse-cramer.md) | Rialto Wealth Management | Syracuse, New York |   | Percentage of assets, Hourly, Fixed fees |
| [Lucas Smith](https://find.wellspent.co/advisors/lucas-smith.md) | LTS Wealth Management | Syracuse, New York |   | Percentage of assets, Hourly |
| [Mariah Galletta](https://find.wellspent.co/advisors/mariah-galletta.md) | Rialto Wealth Management | Syracuse, New York |   | Percentage of assets, Hourly, Fixed fees |
| [Michael Antonacci](https://find.wellspent.co/advisors/michael-antonacci.md) | Rialto Wealth Management | Syracuse, New York |   | Percentage of assets, Hourly, Fixed fees |
| [Rachel Ryan](https://find.wellspent.co/advisors/rachel-ryan.md) | Rialto Wealth Management | Syracuse, New York |   | Percentage of assets, Hourly, Fixed fees |
| [Samuel Kraemer](https://find.wellspent.co/advisors/samuel-kraemer.md) | Kraemer Capital Management | Syracuse, New York |   | Percentage of assets |

## 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).
