Financial advisors for estate planning in Rochester, New York
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Peter O'Keefe O'Keefe Stevens Advisory, Rochester City Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Christina Larkin Seneca Financial Advisors, Rochester City Holds the CFP. Fees on file: percentage of assets, hourly.
- Sarah Stymus Whitney & Company, Rochester City Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Salvatore Paternico W&S Management Services, Rochester City Holds the CFP. Fees on file: percentage of assets, hourly.
- Patrick Cicchetti Ryse Capital Management, Rochester City Fees on file: flat fee or retainer, hourly.
- 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.
- CFP36% in Rochester
- 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.
Dark bars are Rochester. Light bars are all US advisors for estate planning.
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.
All 25 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Salvatore Paternico | W&S Management Services | Rochester | CFP, ChFC | Percentage of assets, Hourly |
| Grace Stolberg | O'Keefe Stevens Advisory | Rochester | CFP | Percentage of assets, One-time planning fee |
| Justin Stevens | O'Keefe Stevens Advisory | Rochester | CFP | Percentage of assets, One-time planning fee |
| Peter O'Keefe | O'Keefe Stevens Advisory | Rochester | CFP | Percentage of assets, One-time planning fee |
| Patrick Cicchetti I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business. | Ryse Capital Management | Rochester | Not listed | Flat fee or retainer, Hourly |
| Adam Magee | Whitney & Company | Rochester | CFP | Percentage of assets, Fixed fees |
| Brian Ward | W&S Management Services | Rochester | Not listed | Percentage of assets, Hourly |
| Christina Larkin | Seneca Financial Advisors | Rochester | CFP | Percentage of assets, Hourly |
| Elizabeth Raabe | Seneca Financial Advisors | Rochester | CFP | Percentage of assets, Hourly |
| Rupesh Goyal | Alphanso | Rochester | Not listed | Flat fee or retainer, Ongoing planning fee |
| Sarah Stymus | Whitney & Company | Rochester | CFP | Percentage of assets, Fixed fees |
| Zachary Erskine | Seneca Financial Advisors | Rochester | CFP | Percentage of assets, Hourly |
| Gregory Vogel | O'Keefe Stevens Advisory | Rochester | Not listed | Percentage of assets, One-time planning fee |
| Kellan Peer | O'Keefe Stevens Advisory | Rochester | Not listed | Percentage of assets, One-time planning fee |
| Diana Apostolova | Rochester Investments | Rochester | Not listed | Percentage of assets, Hourly |
| Matthew Darcy | Seneca Financial Advisors | Rochester | CFA | Percentage of assets, Hourly |
| Robert Pickels | Whitney & Company | Rochester | CFA | Percentage of assets, Fixed fees |
| Scott Lefebre | Seneca Financial Advisors | Rochester | PFS | Percentage of assets, Hourly |
| William Moore | Whitney & Company | Rochester | CFA | Percentage of assets, Fixed fees |
| Christopher Radigan | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Braverman | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |
| Stephen Green | Seneca Financial Advisors | Rochester | Not listed | Percentage of assets, Hourly |
| William Bennett | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |
| William Shaheen | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |
| William Shaheen | Whitney & Company | Rochester | Not listed | Percentage of assets, Fixed fees |
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