# Financial advisors for estate planning in Rochester, New York > For estate planning in Rochester, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Peter O'Keefe of O'Keefe Stevens Advisory, Christina Larkin of Seneca Financial Advisors and Sarah Stymus of Whitney & Company. Page: https://find.wellspent.co/specialties/estate-planning/new-york/rochester/ 25 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about estate planning in Rochester? For estate planning in Rochester, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Peter O'Keefe of O'Keefe Stevens Advisory, Christina Larkin of Seneca Financial Advisors and Sarah Stymus of Whitney & Company. - [Peter O'Keefe](https://find.wellspent.co/advisors/peter-o-keefe/), O'Keefe Stevens Advisory, Rochester City. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Christina Larkin](https://find.wellspent.co/advisors/christina-larkin/), Seneca Financial Advisors, Rochester City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Sarah Stymus](https://find.wellspent.co/advisors/sarah-stymus/), Whitney & Company, Rochester City. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Salvatore Paternico](https://find.wellspent.co/advisors/salvatore-paternico/), W&S Management Services, Rochester City. Holds the CFP. Fees on file: percentage of assets, hourly. - [Patrick Cicchetti](https://find.wellspent.co/advisors/patrick-cicchetti/), Ryse Capital Management, Rochester City. Fees on file: flat fee or retainer, hourly. - [Rupesh Goyal](https://find.wellspent.co/advisors/rupesh-goyal/), Alphanso, Rochester City. Fees on file: flat fee or retainer, ongoing planning fee. ## How many fee-only financial advisors in Rochester work on estate planning? The Wellspent public graph lists 25 fee-only advisors for estate planning in Rochester, at 7 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for estate planning in Rochester charge? The most common fee among fee-only advisors for estate planning in Rochester is a percentage of assets, used by 92% of the 25 with fees on file. Many use more than one: 68% charge fixed fees and 40% 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 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. ## What credentials should a financial advisor for estate planning have? For estate planning, look for the CFP. In Rochester, 36% of the 25 advisors listed hold the CFP. - CFP (36% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. ## How do Rochester advisors for estate planning compare with the rest of the US? 68% of fee-only advisors for estate planning in Rochester charge fixed fees, compared with 54% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does New York have an estate tax? Yes. New York has its own estate tax, separate from the federal one, and its threshold can be lower. ## What should I ask a financial advisor about estate planning in Rochester? - Do you review my beneficiary designations and account titling? - Which estate attorneys do you work with, and how do you split the work? - How would you plan around the state rules that apply to me? - How often will we revisit the plan? - How would you plan for New York's estate tax as well as the federal one? ## How current is this list of fee-only advisors for estate planning in Rochester? 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 | |---|---|---|---|---| | [Salvatore Paternico](https://find.wellspent.co/advisors/salvatore-paternico.md) | W&S Management Services | Rochester, New York | CFP, ChFC | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Grace Stolberg](https://find.wellspent.co/advisors/grace-stolberg.md) | O'Keefe Stevens Advisory | Rochester, New York | CFP | Percentage of assets, One-time planning fee | | [Justin Stevens](https://find.wellspent.co/advisors/justin-stevens.md) | O'Keefe Stevens Advisory | Rochester, New York | CFP | Percentage of assets, One-time planning fee | | [Peter O'Keefe](https://find.wellspent.co/advisors/peter-o-keefe.md) | O'Keefe Stevens Advisory | Rochester, New York | CFP | Percentage of assets, One-time planning fee | | [Patrick Cicchetti](https://find.wellspent.co/advisors/patrick-cicchetti.md) | Ryse Capital Management | Rochester, New York | | Flat fee or retainer, Hourly, One-time planning fee | | [Adam Magee](https://find.wellspent.co/advisors/adam-magee.md) | Whitney & Company | Rochester, New York | CFP | Percentage of assets, Fixed fees | | [Brian Ward](https://find.wellspent.co/advisors/brian-ward.md) | W&S Management Services | Rochester, New York | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Christina Larkin](https://find.wellspent.co/advisors/christina-larkin.md) | Seneca Financial Advisors | Rochester, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Elizabeth Raabe](https://find.wellspent.co/advisors/elizabeth-raabe.md) | Seneca Financial Advisors | Rochester, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Rupesh Goyal](https://find.wellspent.co/advisors/rupesh-goyal.md) | Alphanso | Rochester, New York | | Flat fee or retainer, Ongoing planning fee | | [Sarah Stymus](https://find.wellspent.co/advisors/sarah-stymus.md) | Whitney & Company | Rochester, New York | CFP | Percentage of assets, Fixed fees | | [Zachary Erskine](https://find.wellspent.co/advisors/zachary-erskine.md) | Seneca Financial Advisors | Rochester, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Gregory Vogel](https://find.wellspent.co/advisors/gregory-vogel-8345511.md) | O'Keefe Stevens Advisory | Rochester, New York | | Percentage of assets, One-time planning fee | | [Kellan Peer](https://find.wellspent.co/advisors/kellan-peer.md) | O'Keefe Stevens Advisory | Rochester, New York | | Percentage of assets, One-time planning fee | | [Diana Apostolova](https://find.wellspent.co/advisors/diana-apostolova.md) | Rochester Investments | Rochester, New York | | Percentage of assets, Hourly | | [Matthew Darcy](https://find.wellspent.co/advisors/matthew-darcy.md) | Seneca Financial Advisors | Rochester, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [Robert Pickels](https://find.wellspent.co/advisors/robert-pickels.md) | Whitney & Company | Rochester, New York | CFA | Percentage of assets, Fixed fees | | [Scott Lefebre](https://find.wellspent.co/advisors/scott-lefebre.md) | Seneca Financial Advisors | Rochester, New York | PFS | Percentage of assets, Hourly, Fixed fees | | [William Moore](https://find.wellspent.co/advisors/william-moore-7394653.md) | Whitney & Company | Rochester, New York | CFA | Percentage of assets, Fixed fees | | [Christopher Radigan](https://find.wellspent.co/advisors/christopher-radigan.md) | Whitney & Company | Rochester, New York | | Percentage of assets, Fixed fees | | [Jeffrey Braverman](https://find.wellspent.co/advisors/jeffrey-braverman.md) | Whitney & Company | Rochester, New York | | Percentage of assets, Fixed fees | | [Stephen Green](https://find.wellspent.co/advisors/stephen-green.md) | Seneca Financial Advisors | Rochester, New York | | Percentage of assets, Hourly, Fixed fees | | [William Bennett](https://find.wellspent.co/advisors/william-bennett.md) | Whitney & Company | Rochester, New York | | Percentage of assets, Fixed fees | | [William Shaheen](https://find.wellspent.co/advisors/william-shaheen.md) | Whitney & Company | Rochester, New York | | Percentage of assets, Fixed fees | | [William Shaheen](https://find.wellspent.co/advisors/william-shaheen-7401105.md) | Whitney & Company | Rochester, New York | | Percentage of assets, Fixed fees | ## Related - [Tax planning in Rochester](https://find.wellspent.co/specialties/tax-planning/new-york/rochester.md) ## 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).