Financial advisors for tax planning in Rochester, New York

Which financial advisor should I talk to about tax planning in Rochester?

For tax planning in Rochester, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Peter O'Keefe of O'Keefe Stevens Advisory, Kathryn Kubiak-Rizzone of About Time Financial Planning and Christina Larkin of Seneca Financial Advisors.

How many fee-only financial advisors in Rochester work on tax planning?

The Wellspent public graph lists 26 fee-only advisors for tax planning in Rochester, at 8 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for tax planning in Rochester charge?

The most common fee among fee-only advisors for tax planning in Rochester is a percentage of assets, used by 88% of the 26 with fees on file. Many use more than one: 65% charge fixed fees and 38% 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.

See every fee-only advisor fee in New York

What credentials should a financial advisor for tax planning have?

For tax planning, look for the CFP. In Rochester, 38% of the 26 advisors listed hold the CFP.

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 about tax planning in Rochester?

1. Do you prepare my return, or coordinate with my preparer?
2. Will you give me a written multi-year tax projection?
3. What tax decisions would you want to make with me before year end?
4. How do you weigh tax savings against investment risk?
5. How do you account for local income tax where I live and work?

How current is this list of fee-only advisors for tax 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.