# Fee-only financial advisors in White Plains, New York > Start with a fee-only advisor in White Plains whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Fabian Degen of FMD Wealth Advisors, Narumi Yoshida of Yoshida Wealth Management, Inc. and Luis Rosa of Build a Better Financial Future LLC, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/new-york/white-plains/ 30 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 White Plains? Start with a fee-only advisor in White Plains whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Fabian Degen of FMD Wealth Advisors, Narumi Yoshida of Yoshida Wealth Management, Inc. and Luis Rosa of Build a Better Financial Future LLC, chosen for their credentials and fees on file. ## How many fee-only advisors in White Plains are there? The Wellspent public graph lists 30 fee-only advisors in White Plains, at 14 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in White Plains focus on? The most common focus among fee-only advisors in White Plains is retirement planning (9), followed by equity compensation (6) and tax planning (4). Advisors can list more than one. ## How do fee-only advisors in White Plains charge? All 30 fee-only advisors in White Plains with fees on file charge a percentage of assets. Many use more than one: 30% charge fixed fees and 10% 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 White Plains hold the CFP? 40% of the 30 fee-only advisors in White Plains 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 White Plains? 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 | |---|---|---|---|---| | [Fabian Degen](https://find.wellspent.co/advisors/fabian-degen.md) | FMD Wealth Advisors | White Plains, New York | CFP, CFA, EA, CDFA | Hourly, Percentage of assets | | [Gabriel Kaplan](https://find.wellspent.co/advisors/gabriel-kaplan.md) | Wealth Habits | White Plains, New York | CFP, CPA, MBA | Percentage of assets, Ongoing planning fee | | [Laura Rotter](https://find.wellspent.co/advisors/laura-rotter.md) | True Abundance Advisors | White Plains, New York | CFP, CFA, MBA | Percentage of assets, Ongoing planning fee | | [Luis Rosa](https://find.wellspent.co/advisors/luis-rosa.md) | Build a Better Financial Future LLC | White Plains, New York | CFP, EA | Percentage of assets, Flat fee or retainer | | [Taylor Nissi](https://find.wellspent.co/advisors/taylor-nissi.md) | Farther | White Plains, New York | CFP | Percentage of assets, Flat fee or retainer | | [Andrew Fox](https://find.wellspent.co/advisors/andrew-fox.md) | Fox Financial Services | White Plains, New York | CFP | Percentage of assets | | [William Walsh](https://find.wellspent.co/advisors/william-walsh-7730706.md) | Emissary Wealth | White Plain, New York | | Percentage of assets, Ongoing planning fee | | [Brianna Melahn](https://find.wellspent.co/advisors/brianna-melahn.md) | Prism Planning & Solutions Group | White Plains, New York | CFP | Percentage of assets, Fixed fees | | [Julia Peloso-Barnes](https://find.wellspent.co/advisors/julia-peloso-barnes.md) | Prism Planning & Solutions Group | White Plains, New York | CFP | Percentage of assets, Fixed fees | | [Anthony DeVito](https://find.wellspent.co/advisors/anthony-devito.md) | ADV Investment Management | White Plains, New York | CFP, PhD | Percentage of assets, Hourly | | [Narumi Yoshida](https://find.wellspent.co/advisors/narumi-yoshida.md) | Yoshida Wealth Management, Inc. | White Plains, New York | CFP, CPA/PFS, EA, CPA, PFS | Percentage of assets, Fixed fees | | [Naoka Nakagawa](https://find.wellspent.co/advisors/naoka-nakagawa.md) | Prism Planning & Solutions Group | White Plains, New York | | Percentage of assets, Fixed fees | | [Patricia Acipreste](https://find.wellspent.co/advisors/patricia-acipreste.md) | Tortoise Investment Management | White Plains, New York | CFP | Percentage of assets | | [Robert Saposh](https://find.wellspent.co/advisors/robert-saposh.md) | Saposh & Malter | White Plains, New York | CFP | Percentage of assets, Hourly | | [David Katz](https://find.wellspent.co/advisors/david-katz.md) | Matrix Asset Advisors | White Plains, New York | CFA | Percentage of assets, Fixed fees | | [Michael Della Medaglia](https://find.wellspent.co/advisors/michael-della-medaglia.md) | Tortoise Investment Management | White Plains, New York | CFA | Percentage of assets | | [Stephan Weinberger](https://find.wellspent.co/advisors/stephan-weinberger.md) | Matrix Asset Advisors | White Plains, New York | CFA | Percentage of assets, Fixed fees | | [Steven Roukis](https://find.wellspent.co/advisors/steven-roukis.md) | Matrix Asset Advisors | White Plains, New York | CFA | Percentage of assets, Fixed fees | | [Vicki Crisalli](https://find.wellspent.co/advisors/vicki-crisalli.md) | Tortoise Investment Management | White Plains, New York | CFA | Percentage of assets | | [Andrea Turley](https://find.wellspent.co/advisors/andrea-turley.md) | Tortoise Investment Management | White Plains, New York | | Percentage of assets | | [Andrew Barber](https://find.wellspent.co/advisors/andrew-barber.md) | Tortoise Investment Management | White Plains, New York | | Percentage of assets | | [Brian Crane](https://find.wellspent.co/advisors/brian-crane.md) | Tortoise Investment Management | White Plains, New York | | Percentage of assets | | [Claire Brennan](https://find.wellspent.co/advisors/claire-brennan.md) | Tortoise Investment Management | White Plains, New York | | Percentage of assets | | [Claudia Cantin](https://find.wellspent.co/advisors/claudia-cantin.md) | Tortoise Investment Management | White Plains, New York | | Percentage of assets | | [Jason Dos Santos](https://find.wellspent.co/advisors/jason-dos-santos.md) | Milagre Wealth Management | White Plains, New York | | Percentage of assets | | [Jordan Posner](https://find.wellspent.co/advisors/jordan-posner.md) | Matrix Asset Advisors | White Plains, New York | | Percentage of assets, Fixed fees | | [Justin Singer](https://find.wellspent.co/advisors/justin-singer.md) | Tortoise Investment Management | White Plains, New York | | Percentage of assets | | [Lon Birnholz](https://find.wellspent.co/advisors/lon-birnholz.md) | Matrix Asset Advisors | White Plains, New York | | Percentage of assets, Fixed fees | | [Paul Dossantos](https://find.wellspent.co/advisors/paul-dossantos.md) | Milagre Wealth Management | White Plains, New York | | Percentage of assets | | [Stephen Fitch](https://find.wellspent.co/advisors/stephen-fitch.md) | Tortoise Investment Management | White Plains, 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).