# Financial advisors for sustainable investing in New York > For sustainable investing in New York, talk to a fee-only planner who can show you what your portfolio actually holds and why. Look for specifics on screens and shareholder voting, since labels on funds vary widely. Records to start with include Matthew McKee of Target Rock Wealth Management, Kaitlin Horsch of Ellevest and Justin Belkin of Financial Boss. Page: https://find.wellspent.co/specialties/sustainable-investing/new-york/ 35 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 sustainable investing in New York? For sustainable investing in New York, talk to a fee-only planner who can show you what your portfolio actually holds and why. Look for specifics on screens and shareholder voting, since labels on funds vary widely. Records to start with include Matthew McKee of Target Rock Wealth Management, Kaitlin Horsch of Ellevest and Justin Belkin of Financial Boss. - [Matthew McKee](https://find.wellspent.co/advisors/matthew-mckee/), Target Rock Wealth Management, New York City. Holds the CFA and CFP. Fees on file: percentage of assets, hourly. - [Kaitlin Horsch](https://find.wellspent.co/advisors/kaitlin-horsch/), Ellevest, New York City. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Justin Belkin](https://find.wellspent.co/advisors/justin-belkin/), Financial Boss, Plainview. Holds the CFP. Fees on file: flat fee or retainer, percentage of assets. - [Michael Robertson](https://find.wellspent.co/advisors/michael-robertson/), Shelterbelt Advisors, Red Hook. Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee. - [Scott Nasca](https://find.wellspent.co/advisors/scott-nasca/), Generation Capital Management, Pittsford. Holds the CFA. Fees on file: percentage of assets. - [Taylor Nissi](https://find.wellspent.co/advisors/taylor-nissi/), Farther, White Plains. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. ## How many fee-only financial advisors in New York work on sustainable investing? The Wellspent public graph lists 35 fee-only advisors for sustainable investing in New York, at 16 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for sustainable investing in New York located? Of the 35 fee-only advisors for sustainable investing in New York, 18 are in New York City, followed by 7 in Pittsford and 4 in Red Hook. ## How do fee-only advisors for sustainable investing in New York charge? The most common fee among fee-only advisors for sustainable investing in New York is a percentage of assets, used by 91% of the 35 with fees on file. Many use more than one: 37% charge a flat fee or retainer and 34% charge an ongoing planning fee. ## 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 sustainable investing have? For sustainable investing, look for the CFA and CFP. In New York, 43% of the 35 advisors listed hold the CFP. - CFA (23% of advisors listed): The CFA helps with evaluating funds and their holdings. - CFP (43% of advisors listed): The CFP keeps your values tied to your goals. ## How do New York advisors for sustainable investing compare with the rest of the US? 37% of fee-only advisors for sustainable investing in New York charge a flat fee or retainer, compared with 9% of the 734 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## What should I ask a financial advisor about sustainable investing in New York? - What specifically would you exclude or include for me? - How do you check that a fund does what its name says? - How would this change my expected returns and costs? - How will you report on the impact of my portfolio? ## How current is this list of fee-only advisors for sustainable investing 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Kathryn Kubiak-Rizzone](https://find.wellspent.co/advisors/kathryn-kubiak-rizzone.md) | About Time Financial Planning | Rochester, New York | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Justin Belkin](https://find.wellspent.co/advisors/justin-belkin.md) | Financial Boss | Plainview, New York | CFP, EA, MBA | Flat fee or retainer, Percentage of assets, Ongoing planning fee | | [Matthew McKee](https://find.wellspent.co/advisors/matthew-mckee.md) | Target Rock Wealth Management | New York, New York | CFA, CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [David Rosenstrock](https://find.wellspent.co/advisors/david-rosenstrock.md) | Wharton Wealth Planning | New York, New York | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Michael Robertson](https://find.wellspent.co/advisors/michael-robertson.md) | Shelterbelt Advisors | Red Hook, New York | CFP | One-time planning fee, Ongoing planning fee | | [Ashley Bleckner](https://find.wellspent.co/advisors/ashley-bleckner.md) | Ellevest | New York, New York | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Kaitlin Horsch](https://find.wellspent.co/advisors/kaitlin-horsch.md) | Ellevest | New York, New York | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Sofia Figueroa](https://find.wellspent.co/advisors/sofia-figueroa.md) | Ellevest | New York, New York | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Taylor Nissi](https://find.wellspent.co/advisors/taylor-nissi.md) | Farther | White Plains, New York | CFP | Percentage of assets, Flat fee or retainer | | [Veronica Taylor](https://find.wellspent.co/advisors/veronica-taylor.md) | Ellevest | New York, New York | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Alondra Garcia](https://find.wellspent.co/advisors/alondra-garcia.md) | Ellevest | New York, New York | CFA | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Ankur Patel](https://find.wellspent.co/advisors/ankur-patel.md) | Ellevest | New York, New York | CFA | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Elena Ladygina](https://find.wellspent.co/advisors/elena-ladygina.md) | Veris Wealth Partners | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Kristen Goodman](https://find.wellspent.co/advisors/kristen-goodman.md) | Ellevest | New York, New York | CFA | Percentage of assets, Flat fee or retainer, Ongoing 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 | | [Timothy Kingsbury](https://find.wellspent.co/advisors/timothy-kingsbury.md) | Veris Wealth Partners | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Bernard Murphy](https://find.wellspent.co/advisors/bernard-murphy.md) | Arista Advisory Group | Albany, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [George Marron](https://find.wellspent.co/advisors/george-marron.md) | High Probability Advisors | Pittsford, New York | CFP | Percentage of assets | | [Matthew Newman](https://find.wellspent.co/advisors/matthew-newman.md) | High Probability Advisors | Pittsford, New York | CFP | Percentage of assets | | [Clayton Gardner](https://find.wellspent.co/advisors/clayton-gardner.md) | Titan | New York, New York | | Percentage of assets, Subscription | | [Emily Green](https://find.wellspent.co/advisors/emily-green-6185289.md) | Ellevest | New York, New York | | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Lori Choi](https://find.wellspent.co/advisors/lori-choi.md) | Veris Wealth Partners | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [Sara Faurer](https://find.wellspent.co/advisors/sara-faurer.md) | Ellevest | New York, New York | | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Elizabeth Jones](https://find.wellspent.co/advisors/elizabeth-jones.md) | Third Eye Associates | Red Hook, New York | | Percentage of assets | | [Igor Tsukerman](https://find.wellspent.co/advisors/igor-tsukerman.md) | Eureka Wealth Solutions | New York, New York | | Percentage of assets | | [Jill Schum](https://find.wellspent.co/advisors/jill-schum.md) | Third Eye Associates | Red Hook, New York | | Percentage of assets | | [Michael Jones](https://find.wellspent.co/advisors/michael-jones.md) | High Probability Advisors | Pittsford, New York | CFA | Percentage of assets | | [Robert Alonso](https://find.wellspent.co/advisors/robert-alonso.md) | Third Eye Associates | Red Hook, New York | | Percentage of assets | | [Scott Nasca](https://find.wellspent.co/advisors/scott-nasca.md) | Generation Capital Management | Pittsford, New York | CFA | Percentage of assets | | [Richard Chen](https://find.wellspent.co/advisors/richard-chen.md) | Veris Wealth Partners | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Daniel Harnish](https://find.wellspent.co/advisors/daniel-harnish.md) | Miller Investment Management | New York, New York | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Jake Cooper](https://find.wellspent.co/advisors/jake-cooper.md) | High Probability Advisors | Albany, New York | | Percentage of assets | | [Nikki Hamblin](https://find.wellspent.co/advisors/nikki-hamblin.md) | High Probability Advisors | Pittsford, New York | | Percentage of assets | | [Stephen Carl](https://find.wellspent.co/advisors/stephen-carl.md) | High Probability Advisors | Pittsford, New York | | Percentage of assets | | [Torry Whitcher](https://find.wellspent.co/advisors/torry-whitcher.md) | Generation Capital Management | Pittsford, New York | | Percentage of assets | ## Related - [Retirement planning in New York](https://find.wellspent.co/specialties/retirement-planning/new-york.md) - [Estate planning in New York](https://find.wellspent.co/specialties/estate-planning/new-york.md) - [Tax planning in New York](https://find.wellspent.co/specialties/tax-planning/new-york.md) - [Family wealth transfer in New York](https://find.wellspent.co/specialties/family-wealth-transfer/new-york.md) - [Founders in New York](https://find.wellspent.co/specialties/founders-pre-exit/new-york.md) - [Small business owners in New York](https://find.wellspent.co/specialties/small-business-owners/new-york.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).