Fee-only financial advisors in Syracuse, New York
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Zachary DeBottis Rockbridge Investment Management Holds the CFP. Fees on file: percentage of assets, hourly.
- Jacob Asplundh Passive Capital Management Holds the CFP. Fees on file: percentage of assets.
- Christopher Riggi Reagan Companies Asset Management Holds the CFP. Fees on file: percentage of assets, hourly.
- Ethan Gilbert Rialto Wealth Management Holds the CFP. Fees on file: percentage of assets, hourly.
- Matthew Abbott Armory Capital Management Fees on file: percentage of assets.
- Patrick Dooley Adirondack Capital Advisors Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 35
- Firms
- 8
- Hold the CFP
- 40%
- Other credentials: CFA 9%
- How they charge (of 35 with fees on file): percentage of assets 100% · hourly 83% · fixed fees 80%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Syracuse by what you need
Find an advisor in New York by fee, assets, or credential
Questions about fee-only advisors in Syracuse
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.
All 35 advisors in Syracuse
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Adam Underwood | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Anthony Farella | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| David Carroll | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| David Krawczyk | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Nicholas Stancato | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Patrick Rohe | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Zachary DeBottis | Rockbridge Investment Management | Syracuse | CFP | Percentage of assets, Hourly |
| Craig Buckhout | Rockbridge Investment Management | Syracuse | CFA | Percentage of assets, Hourly |
| Patrick Dooley | Adirondack Capital Advisors | Syracuse | PFS | Percentage of assets, Hourly |
| Henry Wildhack | Armory Capital Management | Syracuse | Not listed | Percentage of assets |
| Matthew Abbott | Armory Capital Management | Syracuse | Not listed | Percentage of assets |
| Adam Gagas | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Christopher Berg | Adirondack Capital Advisors | Syracuse | Not listed | Percentage of assets, Hourly |
| Claire Ariglio | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| James Campagna | Adirondack Capital Advisors | Syracuse | Not listed | Percentage of assets, Hourly |
| Rex Mahoney | Adirondack Capital Advisors | Syracuse | Not listed | Percentage of assets, Hourly |
| Robert Ryan | Rockbridge Investment Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Christopher Riggi | Reagan Companies Asset Management | Syracuse | CFP | Percentage of assets, Hourly |
| Daniel Esford | Reagan Companies Asset Management | Syracuse | CFP | Percentage of assets, Hourly |
| David Haahr | Reagan Companies Asset Management | Syracuse | CFP | Percentage of assets, Hourly |
| Ethan Gilbert | Rialto Wealth Management | Syracuse | CFP | Percentage of assets, Hourly |
| Jacob Asplundh | Passive Capital Management | Syracuse | CFP | Percentage of assets |
| Kevin Sullivan | Rialto Wealth Management | Syracuse | CFP | Percentage of assets, Hourly |
| Richard Reagan | Reagan Companies Asset Management | Syracuse | CFP | Percentage of assets, Hourly |
| Jacob Farabee | Passive Capital Management | Syracuse | CFA | Percentage of assets |
| Scott Reinhardt | Passive Capital Management | Syracuse | CFA | Percentage of assets |
| Edward Barno | Rialto Wealth Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Ethan Ciota | Reagan Companies Asset Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Jeffrey Watson | Rialto Wealth Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Jesse Cramer | Rialto Wealth Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Lucas Smith | LTS Wealth Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Mariah Galletta | Rialto Wealth Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Michael Antonacci | Rialto Wealth Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Rachel Ryan | Rialto Wealth Management | Syracuse | Not listed | Percentage of assets, Hourly |
| Samuel Kraemer | Kraemer Capital Management | Syracuse | Not listed | Percentage of assets |
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