Financial advisors for small business owners in New York
Which financial advisor should I talk to as a small business owner in New York?
For small business owners in New York, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include Shane Mason of Brooklyn FI, Gabriel Kaplan of Wealth Habits and Courtney McKenna of Altfest Personal Wealth Management.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Shane Mason Brooklyn FI, Brooklyn Holds the CPA, EA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Gabriel Kaplan Wealth Habits, White Plains Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Courtney McKenna Altfest Personal Wealth Management, New York City Holds the CPA and CFP. Fees on file: ongoing planning fee.
- Amir Noor N Financial Plans, Huntington Holds the EA and CFP. Fees on file: hourly, ongoing planning fee.
- David Frisch Frisch Financial Group, Inc., New York City Holds the CPA and CFP. Fees on file: percentage of assets, fixed fees.
- Tracy Sherwood Sherwood Financial Management, Williamsville Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee.
How many fee-only financial advisors in New York work with small business owners?
The Wellspent public graph lists 118 fee-only advisors for small business owners in New York, at 60 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for small business owners in New York located?
Of the 118 fee-only advisors for small business owners in New York, 33 are in New York City, followed by 9 in Pittsford and 8 in Tarrytown.
Plus 56 in other cities.
How do fee-only advisors for small business owners in New York charge?
The most common fee among fee-only advisors for small business owners in New York is a percentage of assets, used by 84% of the 118 with fees on file. Many use more than one: 48% charge fixed fees and 39% 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 small business owners have?
For small business owners, look for the CPA, EA and CFP. In New York, 36% of the 118 advisors listed hold the CFP.
- CPA4% in New York
- CPAs understand entity structure and business books.
- EA3% in New York
- Enrolled agents help with owner pay and business tax.
- CFP36% in New York
- The CFP keeps the business in the wider plan.
How do New York advisors for small business owners compare with the rest of the US?
36% of fee-only advisors for small business owners in New York hold the CFP, compared with 45% of the 2,851 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are New York. Light bars are all US advisors for small business owners.
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.
What should I ask a financial advisor as a small business owner in New York?
- Which retirement plan would you set up for my business, and why?
- How would you set my salary against distributions?
- How much of my net worth should stay in the business?
- How do you plan for an eventual sale or succession?
- How do you account for local income tax where I live and work?
How current is this list of fee-only advisors for small business owners 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 118 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Igor Aronov Flat-fee and hourly planning that helps professionals, business owners and families sort through overlapping decisions during busy career and family years. | FAR Financial | Brooklyn | CFP | One-time planning fee, Hourly |
| Amir Noor | N Financial Plans | Huntington | CFP, CRPS, EA | Hourly, Ongoing planning fee |
| Andrew Altfest | Altfest Personal Wealth Management | New York | CFP, MBA | Ongoing planning fee |
| Christopher Marrone | Marrone Wealth Management LLC | New York | CFP | Ongoing planning fee, One-time planning fee |
| Courtney McKenna | Altfest Personal Wealth Management | New York | CFP, CLU, CFA, CPA/PFS | Ongoing planning fee |
| Curtis Pope | Pope Wealth Planning | New York | CFP | One-time planning fee, Ongoing planning fee |
| Gabriel Kaplan | Wealth Habits | White Plains | CFP, CPA, MBA | Percentage of assets, Ongoing planning fee |
| Kathryn Kubiak-Rizzone | About Time Financial Planning | Rochester | CFP | Flat fee or retainer, Ongoing planning fee |
| Tracy Sherwood | Sherwood Financial Management | Williamsville | CFP | Ongoing planning fee, One-time planning fee |
| Ally Jane Ayers | Brooklyn FI, LLC | Brooklyn | CFP, EA | Percentage of assets, Ongoing planning fee |
| David Frisch | Frisch Financial Group, Inc. | New York | CFP, CPA/PFS, CFS, CDFA | Percentage of assets, Fixed fees |
| Shane Mason | Brooklyn FI | Brooklyn | CFP, CPA/PFS, CPWA, EA | Percentage of assets, Ongoing planning fee |
| Kerry Mayo | Capital Financial Advisors of New York, LLC | Clifton Park | CFP, MA, MBA | Percentage of assets, Hourly |
| Sara Stanich | Cultivating Wealth | Brooklyn | CFP, CDFA, MBA | Percentage of assets, Flat fee or retainer |
| Marc Vorchheimer | Integrated Financial Consulting | Monsey | CFP | Ongoing planning fee, One-time planning fee |
| Michael Robertson | Shelterbelt Advisors | Red Hook | CFP | One-time planning fee, Ongoing planning fee |
| Rajiv Dixit | Serenity Capital Advisors | Pittsford | CFP | Percentage of assets |
| Salvatore Paternico | W&S Management Services | Rochester | CFP, ChFC | Percentage of assets, Hourly |
| 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 |
| Anthony Ogorek | Ogorek Wealth Management | Williamsville | CFP | Percentage of assets, Fixed fees |
| Jeffrey Viksjo | Ogorek Wealth Management | Williamsville | CFP, CFA | Percentage of assets, Fixed fees |
| Matthew Hague | Guide Wealth Management | Putnam Valley | CFP | Percentage of assets |
| Peter Levine | Velara Wealth Management | New York | CFP, ChFC | Percentage of assets, Hourly |
| Benjamin Forte | Kickstand Wealth Advisors | Pittsford | CFP | Percentage of assets |
| Bryan Koslow | Clarus Group | New York | CFP | Percentage of assets, Hourly |
| Chad Goodchild | Kickstand Wealth Advisors | Pittsford | CFP | Percentage of assets |
| Corey Ernisse | Kickstand Wealth Advisors | Pittsford | CFP | Percentage of assets |
| Devyn Little | Kickstand Wealth Advisors | Pittsford | CFP | Percentage of assets |
| Dyer McCabe | Kilter Group | Rhinebeck | CFP, ChFC | Percentage of assets, Fixed fees |
| ignition tax ignition tax | ignition tax | new york | CPA | Flat fee or retainer |
| Jacob Schlicht | Kickstand Wealth Advisors | Pittsford | CFP | Percentage of assets |
| Larry Sprung Bringing JOY to Your Money Journey™ | Mitlin Financial, Inc | Hauppauge | CFP | Percentage of assets, Flat fee or retainer |
| Mark Chemtob | Chemistry Wealth Management, LLC. | New York | CFP | Ongoing planning fee |
| Nina Spezzaferro | Chemistry Wealth Management, LLC. | New York | CFP | Ongoing 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 |
| Peter Egolf | Kilter Group | Rhinebeck | CFP | Percentage of assets, Fixed fees |
| Adam Frank | Frank Finances | New York | CFP | Ongoing planning fee, One-time planning fee |
| Angela Hall | Note Advisors | Hamburg | CFP | Percentage of assets, Hourly |
| Anthea Perkinson | Monterey Associates | Pelham | CFP | One-time planning fee, Flat fee or retainer |
| Brian Ward | W&S Management Services | Rochester | Not listed | Percentage of assets, Hourly |
| Jeffrey Feldman | Rochester Financial Services | Pittsford | CFP | Percentage of assets, Hourly |
| Michael Hymes | Beatrice Advisors | New York | CFP | Percentage of assets, Fixed fees |
| Shawn Glogowski | Note Advisors | Buffalo | CFP | Percentage of assets, Hourly |
| Thomas Conway | Note Advisors | Buffalo | CFP | Percentage of assets, Hourly |
| Angela Oneill | The Strebel Planning Group | Ithaca | CFP | Percentage of assets, Hourly |
| Arynton Hardy I work with tech employees, founders, and high-performers navigating equity, liquidity events, and non-traditional income. | Savvy | New York | Not listed | Percentage of assets, One-time planning fee |
| Cheng Luo | HHL Wealth Advisors | Flushing | Not listed | Flat fee or retainer, One-time planning fee |
| Clayton Gardner Award-winning modern wealth management firm for high earning professionals. | Titan | New York | Not listed | Percentage of assets, Subscription |
| Congzhu Yang | HHL Wealth Advisors | Flushing | Not listed | Flat fee or retainer, One-time planning fee |
| Jeffrey Lamarca | Marcellus Capital Management | Skaneateles | CFA | Percentage of assets, Performance-based fees |
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