Financial advisors for sustainable investing in New York
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Matthew McKee Target Rock Wealth Management, New York City Holds the CFA and CFP. Fees on file: percentage of assets, hourly.
- Kaitlin Horsch Ellevest, New York City Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Justin Belkin Financial Boss, Plainview Holds the CFP. Fees on file: flat fee or retainer, percentage of assets.
- Michael Robertson Shelterbelt Advisors, Red Hook Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee.
- Scott Nasca Generation Capital Management, Pittsford Holds the CFA. Fees on file: percentage of assets.
- 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.
Plus 2 in other cities.
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.
- CFA23% in New York
- The CFA helps with evaluating funds and their holdings.
- CFP43% in New York
- 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.
Dark bars are New York. Light bars are all US advisors for sustainable investing.
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.
All 35 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Kathryn Kubiak-Rizzone | About Time Financial Planning | Rochester | CFP | Flat fee or retainer, Ongoing planning fee |
| Justin Belkin | Financial Boss | Plainview | CFP, EA, MBA | Flat fee or retainer, Percentage of assets |
| Matthew McKee | Target Rock Wealth Management | New York | CFA, CFP, MBA | Percentage of assets, Hourly |
| David Rosenstrock | Wharton Wealth Planning | New York | CFP, MBA | Percentage of assets, Hourly |
| Michael Robertson | Shelterbelt Advisors | Red Hook | CFP | One-time planning fee, Ongoing planning fee |
| Ashley Bleckner | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| Kaitlin Horsch | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| Sofia Figueroa | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| 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 |
| Veronica Taylor | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| Alondra Garcia | Ellevest | New York | CFA | Percentage of assets, Flat fee or retainer |
| Ankur Patel | Ellevest | New York | CFA | Percentage of assets, Flat fee or retainer |
| Elena Ladygina | Veris Wealth Partners | New York | CFP | Percentage of assets, Hourly |
| Kristen Goodman | Ellevest | New York | CFA | Percentage of assets, Flat fee or retainer |
| 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 |
| Timothy Kingsbury | Veris Wealth Partners | New York | CFP | Percentage of assets, Hourly |
| Bernard Murphy | Arista Advisory Group | Albany | CFP | Percentage of assets, Hourly |
| George Marron | High Probability Advisors | Pittsford | CFP | Percentage of assets |
| Matthew Newman | High Probability Advisors | Pittsford | CFP | Percentage of assets |
| Clayton Gardner Award-winning modern wealth management firm for high earning professionals. | Titan | New York | Not listed | Percentage of assets, Subscription |
| Emily Green | Ellevest | New York | Not listed | Percentage of assets, Flat fee or retainer |
| Lori Choi | Veris Wealth Partners | New York | CFA | Percentage of assets, Hourly |
| Sara Faurer | Ellevest | New York | Not listed | Percentage of assets, Flat fee or retainer |
| Elizabeth Jones | Third Eye Associates | Red Hook | Not listed | Percentage of assets |
| Igor Tsukerman | Eureka Wealth Solutions | New York | Not listed | Percentage of assets |
| Jill Schum | Third Eye Associates | Red Hook | Not listed | Percentage of assets |
| Michael Jones | High Probability Advisors | Pittsford | CFA | Percentage of assets |
| Robert Alonso | Third Eye Associates | Red Hook | Not listed | Percentage of assets |
| Scott Nasca | Generation Capital Management | Pittsford | CFA | Percentage of assets |
| Richard Chen | Veris Wealth Partners | New York | Not listed | Percentage of assets, Hourly |
| Daniel Harnish | Miller Investment Management | New York | CFA | Percentage of assets, Fixed fees |
| Jake Cooper | High Probability Advisors | Albany | Not listed | Percentage of assets |
| Nikki Hamblin | High Probability Advisors | Pittsford | Not listed | Percentage of assets |
| Stephen Carl | High Probability Advisors | Pittsford | Not listed | Percentage of assets |
| Torry Whitcher | Generation Capital Management | Pittsford | Not listed | Percentage of assets |
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