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Wellspent public graph/Specialties/Divorce financial planning/New York

Financial advisors for divorce in New York

Which financial advisor should I talk to about divorce in New York?

For divorce in New York, talk to a fee-only planner who has modeled divorce settlements, ideally before you agree to one. They can show what each option leaves you with after tax and in ten years, which a lawyer usually won't. Records to start with include J. Scott Kittrell of Modera Wealth Management, LLC, Kaysi Gordon of Kaysi Gordon Financial Planning and Fabian Degen of FMD Wealth Advisors.

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Where to start

Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.

  • J. Scott Kittrell Modera Wealth Management, LLC, New York City Holds the CDFA, CFP and CPA. Fees on file: percentage of assets, flat fee or retainer.
  • Kaysi Gordon Kaysi Gordon Financial Planning, Valley Stream Holds the CFP and CPA. Fees on file: percentage of assets, one-time planning fee.
  • Fabian Degen FMD Wealth Advisors, White Plains Holds the CDFA and CFP. Fees on file: hourly, percentage of assets.
  • Robert Friedman Central Park Financial Planning LLC, Rye Brook Holds the CDFA and CFP. Fees on file: ongoing planning fee.
  • Stacy Francis Francis Financial, Inc., New York City Holds the CDFA and CFP. Fees on file: percentage of assets, hourly.
  • Katharine Bressington Linden Financial Consultants, Rochester Holds the CFP. Fees on file: hourly, one-time planning fee.

How many fee-only financial advisors in New York work on divorce?

The Wellspent public graph lists 34 fee-only advisors for divorce in New York, at 19 firms. We counted every advisor record that lists this work, as of October 2026.

Where are fee-only advisors for divorce in New York located?

Of the 34 fee-only advisors for divorce in New York, 13 are in New York City, followed by 5 in Rye Brook and 4 in Webster.

  • New York City 13
  • Rye Brook 5
  • Webster 4
  • Rochester 3
  • Brewster 3

Plus 6 in other cities.

How do fee-only advisors for divorce in New York charge?

The most common fee among fee-only advisors for divorce in New York is a percentage of assets, used by 88% of the 34 with fees on file. Many use more than one: 76% charge by the hour and 41% 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 much does a one-time financial plan cost in New York?

A one-time financial plan from a fee-only firm in New York has a median price of $2,500. We found this across the published prices of 31 New York firms.

See every fee-only advisor fee in New York

What credentials should a financial advisor for divorce have?

For divorce, look for the CDFA, CFP and CPA. In New York, 50% of the 34 advisors listed hold the CFP.

CDFA12% in New York
The CDFA is the designation built for divorce finances.
CFP50% in New York
The CFP covers the plan you'll live on afterward.
CPA6% in New York
CPAs help with the tax cost of dividing assets.

How do New York advisors for divorce compare with the rest of the US?

76% of fee-only advisors for divorce in New York charge by the hour, compared with 58% of the 949 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.

  • Hold the CDFA 12% 4%
  • Hold the CFP 50% 48%
  • Hold the CPA 6% 2%
  • Charge a percentage of assets 88% 88%
  • Charge by the hour 76% 58%
  • Charge fixed fees 41% 48%

Dark bars are New York. Light bars are all US advisors for divorce.

How does New York divide property in a divorce?

New York divides marital property by equitable distribution, which means what's fair rather than automatically half.

What should I ask a financial advisor about divorce in New York?

  1. How many divorces have you worked on, and at what stage do you get involved?
  2. Will you compare settlement options after tax?
  3. How do you handle dividing retirement accounts?
  4. Do you work with my attorney, or only with me?
  5. How do New York's property rules change what I should ask for?

How current is this list of fee-only advisors for divorce in New York?

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 34 advisors

Fee-only advisors for divorce in New York: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Fabian Degen FMD Wealth Advisors White Plains CFP, CFA, EA, CDFA Hourly, Percentage of assets
Kaysi Gordon Kaysi Gordon Financial Planning Valley Stream CFP, CPA, MBA Percentage of assets, One-time planning fee
Laura Rotter True Abundance Advisors White Plains CFP, CFA, MBA Percentage of assets, Ongoing planning fee
J. Scott Kittrell Modera Wealth Management, LLC New York CFP, CFA, ACA, EA Percentage of assets, Flat fee or retainer
Allison Vanaski Arcadia Wealth Management New York CFP Percentage of assets, Hourly
David Rosenstrock Wharton Wealth Planning New York CFP, MBA Percentage of assets, Hourly
Dorie Fain &Wealth New York CFP Percentage of assets, Hourly
Robert Friedman Central Park Financial Planning LLC Rye Brook BS, CDFA, CFP, MBA Ongoing planning fee
Stacy Francis Francis Financial, Inc. New York CDFA, CFP Percentage of assets, Hourly
Lawrence Blau LL Financial Services Ossining CFP Percentage of assets, Hourly
Jessica Demler Oxler Private Wealth Rye Brook CFP Percentage of assets, Hourly
Katharine Bressington Linden Financial Consultants Rochester CFP Hourly, One-time planning fee
Dalya Inhaber Minerva Wealth Advisory New York CFP Percentage of assets, Hourly
Eugene Skorodinsky Minerva Wealth Advisory New York CFP Percentage of assets, Hourly
George Waters Infiniti Wealth Management Brewster CFP Percentage of assets, Hourly
John O'Brien O'Brien Capital Management Nyack CFP Hourly, One-time planning fee
Michael Durante Infiniti Wealth Management Brewster CFP Percentage of assets, Hourly
Thomas Watts Watts Capital New York CFA Percentage of assets, Performance-based fees
Diana Apostolova Rochester Investments Rochester Not listed Percentage of assets, Hourly
James Cornehlsen Capstone Investment Financial Group Webster CFA Percentage of assets, Hourly
Lindsay La Fleur LL Financial Services Ossining Not listed Percentage of assets, Hourly
Franklin Waung Watts Capital New York Not listed Percentage of assets, Performance-based fees
Jason Wood Rothschild Capital Partners New York Not listed Percentage of assets, Hourly
Jonathan Nadler Oxler Private Wealth Rye Brook Not listed Percentage of assets, Hourly
Jonathon Hughes Linden Financial Consultants Rochester Not listed Hourly, One-time planning fee
Martha Raghunauth Oxler Private Wealth Rye Brook Not listed Percentage of assets, Hourly
Masahiro Yamazaki Oxler Private Wealth Rye Brook Not listed Percentage of assets, Hourly
Michael George Watts Capital New York Not listed Percentage of assets, Performance-based fees
Sandra Turner Watts Capital New York Not listed Percentage of assets, Performance-based fees
Ty Buckelew Watts Capital New York Not listed Percentage of assets, Performance-based fees
Aidan Schultz Capstone Investment Financial Group Webster Not listed Percentage of assets, Hourly
Lindsey Simek Capstone Investment Financial Group Webster Not listed Percentage of assets, Hourly
Ryan Turbyfill Capstone Investment Financial Group Webster Not listed Percentage of assets, Hourly
James Lubin Infiniti Wealth Management Brewster Not listed Percentage of assets, Hourly

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