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Fee report · New York

What fee-only financial advisors charge in New York

Fee-only financial advisors in New York who publish their prices charge a median of $3,600 a year for ongoing planning, $2,500 for a one-time plan, $300 an hour, or 1% of assets a year, from 88 firm websites. Ongoing planning here is 20% below the national median of $4,500.

FeeNew YorkUnited States
Ongoing planning (per year) $3,600$2,000 to $6,000 · 33 firms $4,500
One-time financial plan $2,500$850 to $4,000 · 31 firms $2,000
Hourly rate $300$294 to $308 · 12 firms $300
Assets under management (first tier) 1%0.98% to 1.08% · 39 firms 1%
No account minimum36%of 33 firms that state one50%

Medians, with the middle half of firms below each. A figure appears only with at least 12 firms behind it. Prices are the starting prices firms publish on their own websites, each checked word for word against the page. This is the 2026 Q4 edition, with figures as of October 31, 2026.

Find a fee-only advisor in New York

See fee-only advisors in New York on the public graph, with each advisor's fees where they publish them. Many fee-only advisors also work with clients in other states by video, so a planner elsewhere can be an option if you want a particular specialty.

Questions

How much does a fee-only financial advisor cost in New York?

Among fee-only firms in New York that publish prices, the median ongoing planning fee is $3,600 a year, with the middle half between $2,000 and $6,000. That's 20% below the national median of $4,500.

What does an hourly financial planner cost in New York?

The median hourly rate among New York fee-only firms that publish one is $300, from 12 firms.

Do New York fee-only advisors have account minimums?

Of 33 New York firms that state an account minimum on their website, 36% say they have none.