Fee-only financial advisors in White Plains, New York
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Fabian Degen FMD Wealth Advisors Holds the CFP, CFA and EA. Fees on file: hourly, percentage of assets.
- Narumi Yoshida Yoshida Wealth Management, Inc. Holds the CFP, CPA and EA. Fees on file: percentage of assets, fixed fees.
- Luis Rosa Build a Better Financial Future LLC Holds the CFP and EA. Fees on file: percentage of assets, flat fee or retainer.
- Laura Rotter True Abundance Advisors Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- Gabriel Kaplan Wealth Habits Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Taylor Nissi Farther Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
By the numbers
- Advisors listed
- 30
- Firms
- 14
- Cities
- 2
- Hold the CFP
- 40%
- Other credentials: CFA 23% · CPA 7% · EA 10%
- How they charge (of 30 with fees on file): percentage of assets 100% · fixed fees 30% · hourly 10% · ongoing planning fee 10%
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 White Plains
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.
All 30 advisors in White Plains
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Fabian Degen | FMD Wealth Advisors | White Plains | CFP, CFA, EA, CDFA | Hourly, Percentage of assets |
| Gabriel Kaplan | Wealth Habits | White Plains | CFP, CPA, MBA | Percentage of assets, Ongoing planning fee |
| Laura Rotter | True Abundance Advisors | White Plains | CFP, CFA, MBA | Percentage of assets, Ongoing planning fee |
| Luis Rosa | Build a Better Financial Future LLC | White Plains | CFP, EA | Percentage of assets, Flat fee or retainer |
| Taylor Nissi On a mission to help Business Owners and High Achieving Professionals accelerate their wealth to build confidence, peace of mind, and clarity in their financial life. | Farther | White Plains | CFP | Percentage of assets, Flat fee or retainer |
| Andrew Fox | Fox Financial Services | White Plains | CFP | Percentage of assets |
| William Walsh | Emissary Wealth | White Plain | Not listed | Percentage of assets, Ongoing planning fee |
| Brianna Melahn | Prism Planning & Solutions Group | White Plains | CFP | Percentage of assets, Fixed fees |
| Julia Peloso-Barnes | Prism Planning & Solutions Group | White Plains | CFP | Percentage of assets, Fixed fees |
| Anthony DeVito | ADV Investment Management | White Plains | CFP, PhD | Percentage of assets, Hourly |
| Narumi Yoshida | Yoshida Wealth Management, Inc. | White Plains | CFP, CPA/PFS, EA, CPA | Percentage of assets, Fixed fees |
| Naoka Nakagawa | Prism Planning & Solutions Group | White Plains | Not listed | Percentage of assets, Fixed fees |
| Patricia Acipreste | Tortoise Investment Management | White Plains | CFP | Percentage of assets |
| Robert Saposh | Saposh & Malter | White Plains | CFP | Percentage of assets, Hourly |
| David Katz | Matrix Asset Advisors | White Plains | CFA | Percentage of assets, Fixed fees |
| Michael Della Medaglia | Tortoise Investment Management | White Plains | CFA | Percentage of assets |
| Stephan Weinberger | Matrix Asset Advisors | White Plains | CFA | Percentage of assets, Fixed fees |
| Steven Roukis | Matrix Asset Advisors | White Plains | CFA | Percentage of assets, Fixed fees |
| Vicki Crisalli | Tortoise Investment Management | White Plains | CFA | Percentage of assets |
| Andrea Turley | Tortoise Investment Management | White Plains | Not listed | Percentage of assets |
| Andrew Barber | Tortoise Investment Management | White Plains | Not listed | Percentage of assets |
| Brian Crane | Tortoise Investment Management | White Plains | Not listed | Percentage of assets |
| Claire Brennan | Tortoise Investment Management | White Plains | Not listed | Percentage of assets |
| Claudia Cantin | Tortoise Investment Management | White Plains | Not listed | Percentage of assets |
| Jason Dos Santos | Milagre Wealth Management | White Plains | Not listed | Percentage of assets |
| Jordan Posner | Matrix Asset Advisors | White Plains | Not listed | Percentage of assets, Fixed fees |
| Justin Singer | Tortoise Investment Management | White Plains | Not listed | Percentage of assets |
| Lon Birnholz | Matrix Asset Advisors | White Plains | Not listed | Percentage of assets, Fixed fees |
| Paul Dossantos | Milagre Wealth Management | White Plains | Not listed | Percentage of assets |
| Stephen Fitch | Tortoise Investment Management | White Plains | Not listed | Percentage of assets |
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