Fee-Only Financial Planners in:
New York

These New York Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

New York Financial Planners

Tools & Tips

Get NAPFA's field guide to walk you through all of the steps to finding qualified financial advice.

NAPFA Pursuit of a Financial Advisor Field Guide

This checklist is an excellent way to get an overview of an advisor's capabilities and qualifications. Learn More...

NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

Pamela Capalad, CFP®
Brunch & Budget
Brooklyn NY, New York NY
What would you do tomorrow if you knew your money was handled today? Fee-Only Financial Planner, based in Brooklyn, works virtually with clients across the country.
Eric Gabor, CFP®
Eagle Grove Advisors LLC
Jersey City NJ, New York NY, Manhattan NY, Hoboken NJ
Fee-Only Financial Planner with offices in Manhattan, NY and Jersey City, NJ, serving the entire area and clients across the country
Kim Polak Guerrero, CFP®, RICP®, MBA
Polero ICE Advisers
New York NY
Fee Only Financial Planner Serving Women and Couples in NY and Surrounding Areas
Anthony Farella, CFP®
Rockbridge Investment Management
Syracuse NY
Fee-Only Financial Advisor serving Syracuse, NY area.
Jamie Block, CFP®, CPA, MBA
Mercer Advisors
Rochester NY
Fee-Only Financial Planner serving the Rochester, NY area.
Amy Irvine, CFP®, MPAS®, CASL®
Irvine Wealth Planning Strategies, LLC
Corning NY
Fee-Only Financial Planner serving the Corning, NY area.
Jeffrey Feldman, CFP®, PhD
Rochester Financial Services
Pittsford NY, Rochester NY
Fee-Only Financial Advisor located in Pittsford, NY and serving the Rochester, NY area.
Anne Chernish, CFP®
Anchor Capital Management, LLC
Ithaca NY
Fee-Only Financial Planner serving the Ithaca, NY area.
Kaya Ladejobi, CFP®
Earn Into Wealth Strategies
New York NY
Fee-Only Financial Planner located in New York, NY and serving clients through virtual meetings across the country
Gary Schatsky, JD
IFC Personal Money Managers, Inc.
New York NY, Rye Brook NY, Brooklyn NY, Scarsdale NY, Great Neck NY, Larchmont NY, Westchester County NY
Objective Financial Advice and Fee Only Financial Planning. Located in New York, NY and Serving the Entire Region and Clients Nationwide
Barry Korb, CFP®
Lighthouse Financial Planning
Potomac MD, Bethesda MD, Gaithersburg MD, Rockville MD, Silver Spring MD, Columbia MD, Alexandria VA, Annandale VA, Arlington VA, Fairfax VA, Falls Church VA, McLean VA, Spring Valley NY, Spring Valley NY
Fee-Only Financial Advisor serving Potomac, MD area.
Kerry Mayo, CFA, CFP®
Capital Financial Advisors of New York, LLC
Clifton Park NY
Serving the Capital District of New York State and clients throughout the USA
Scott Weiss, CFP®, RICP®
Weiss Financial Group
Mahopac NY, Brewster NY, Danbury CT, Duchess County NY, Poughkeepsie NY, Fishkill NY
Scott Weiss is a Fee Only Financial Planner located in Mahopac, NY serving NY, CT and clients across the country
David Frisch, CPA, CFP®, PFS
FRISCH FINANCIAL GROUP, INC.
Melville NY, New York NY, Tampa FL
Fee Only Financial Planner Located in New York City, Melville, NY and Tampa, FL serving Clients Nationwide
G. Martin Poole, CFP®, RFC
HFH Planning Inc
New York NY
We take clients' financial puzzle pieces and make them fit.
Peyton Hawkes, AIF®
Syntax Research
Binghamton NY
Fee Only Financial Planner Located in Binghamton, NY and Serving Clients Nationwide
Steven Elwell, CFP®
Level Financial Advisors
Amherst NY, Buffalo NY
I am a CERTIFIED FINANCIAL PLANNER™ professional who specializes in helping newly retired clients create tax efficient withdrawal strategies.
Stacy Francis, CFP®, CDFA™, CES™
Francis Financial, Inc.
New York NY
Fee-Only Financial Planner Located in New York, NY and Serving Clients Worldwide
Michael Schupak, CFP®
Schupak Financial Advisors
New York NY, Jersey City NJ
Fee-Only fiduciary financial planner located in Jersey City, New Jersey. Also serving Hoboken, Manhattan, Staten Island and other parts of the New York tristate area in person. Nationwide virtually.
Julie Ford, CFP®, CPA
Ford Financial Solutions
New York NY
Fee-Only Financial Planner serving the New York, NY area.
Laura Rotter, CFP®, CFA, MBA
True Abundance Advisors
White Plains NY, New York NY
Fee-Only Financial Planner located in White Plains, NY and serving clients locally (including New York City) and across the country
Chris Pollard, CFP®, MBA
Great Path Planning
Monroe NY
Fee-Only Financial Planner serving the Monroe, NY area.
Alan Rothstein, CPA/PFS
Asset Strategies, Inc.
New York NY, Avon CT, Stamford CT
Fee Only Financial Planner with offices in Avon and Stamford, CT and New York, NY
Annie McQuilken, CFP®
Forever Financial Advisors
Fairport NY, Brighton NY, Rochester NY, Pittsford NY, Webster NY, Victor NY, Canandaigua NY
Fee-Only Financial Advisor serving Rochester, NY and the upstate area
Christopher Congema, CFP®
Landmark Wealth Management, LLC
Melville NY, Brooklyn NY, Long Island NY, Huntington NY
Fee-Only Financial Planner serving Long Island, New York City, and clients across the country from offices in Melville and Brooklyn
Victor Cannillo, Founder
Baron Financial Group
Morristown NJ, Fair Lawn NJ, Sarasota FL, New York NY
Fee-Only Financial Advisor serving clients nationwide with offices in New Jersey, New York, and Florida
Karen Altfest, Ph.D., CFP®
Altfest Personal Wealth Management
New York NY
Wealth Management and Fee Only Financial Planner Located in New York, NY and Serving Clients Nationwide
Sara Stanich, CFP®, CDFA™, MBA
The Stanich Group
New York NY
Fee-Only Financial Planner serving the New York, NY area.
James Grennen, MBA, CFP®, EA
Woodhull Capital Advisors
Bohemia NY, Long Island NY
Fee-Only Financial Planner located on Long Island (Bohemia, NY) and serving the entire region.
Paul Sydlansky, CFP®, MBA
Lake Road Advisors
Binghamton NY, Ithaca NY
Fee-Only Financial Planner based out of Binghamton NY working with clients locally and throughout the country
Raymond Mignone, CFP®
Ray Mignone & Associates, Inc.
Little Neck NY, Boynton Beach Fl
Fee Only Financial Planner with Offices in Boynton Beach, FL and Little Neck, NY
William Jerome, CFP®
Capital Financial Services, LLC.
Glenville NY
Fee-Only, Financial Planning, Tax Preparation and Asset Management. Serving clients in the greater Capital District and across the country.
Paul Palazzo
Altfest Personal Wealth Management
New York NY
Fee Only Financial Planner Located in New York, NY and Serving Clients Nationwide
Lewis Altfest, CFP®, CPA, CFA/PFS
Altfest Personal Wealth Management
New York NY
Fee Only Financial Planner Located in New York, NY and Serving Clients Nationwide
Darin Schnall, CFP®, CPA, MBA
Schnall Advisory Services
New York NY
Fee-Only Financial Advisor and Investment Manager serving the New York City (NYC) area.
Philip Capell, CFP®, JD
Piermont Wealth Management Inc.
Melville NY, New York NY
Fee-Only Financial Advisor serving Melville, NY area.
Cristina Guglielmetti, CFP®
Future Perfect Planning
Brooklyn NY
Fee-Only Financial Planner located in Brooklyn, NY and serving clients nationwide
Matthew Hague
Guide Wealth Management
New York Ne, Beacon NY, Washington DC, Manhattan NY, Coldspring NY, Garrison NY, Katonah NY, Yorktown NY, Fishkill NY, Croton on Hudson NY
Fee-Only Financial Planner serving with offices in Manhattan, the Hudson Valley, and Washington D.C., serving clients locally and across the country
Maura Griffin, CFP®, MBA
Blue Spark Capital Advisors
Lenox MA, New York NY
Fee-Only Financial Planner serving women, men, and their families in NYC and the Berkshires
Joyce Streithorst, CFP®, MSFS, CDFA
FRISCH FINANCIAL GROUP, INC.
Melville NY, Tampa FL, New York NY
Fee Only Financial Planner Located in New York City, Melville, NY and Tampa, FL serving Clients Nationwide
James Lee, CFP®
Lee Investment Management LLC
Saratoga Springs NY, Albany NY, Schenectady NY, Clifton Park NY, Glens Falls NY
Fee-Only Financial Planner serving the Capital District of NY and clients nationwide.
Lori Dietzler, CFP®, EA
Zero Gravity Financial, LLC
Brooklyn NY, New York NY, Queens NY
Online Business CFO
Sam McPherson, CFP® - McPherson Financial Advisors, Inc. - Brooklyn NY
Steven Schwartz, CPA, PFS, JD - Wealth Design Services Inc. - Rochester NY
Cindy Golub, CFP®, MBA - G-Squared Advisory LLC - Mamaroneck NY
Robert Ince, CFA, CFP® - Tribeca Financial Planning LLC - New York NY
Liz Frazier Peck - Frazier Financial Consultants - Somers NY
Gregory Fetters - Adirondack Asset Management, LLC - Lake Placid NY
Kobie Thakar - ADV Investment Management - Harrison NY
Anthony DeVito - ADV Investment Management & Financial Planning - Mt. Kisco NY, New York NY, Harrison NY
Tracy Sherwood, CFP® - Ogorek Wealth Management, LLC - Williamsville NY, Buffalo NY
Kristen Euretig, CFP® - Brooklyn Plans - Brooklyn NY
Jeffrey Roberto - Roberto Wealth Management LLC - Melville NY
Tom Fredrickson - Garrett Investment Advisors - Brooklyn NY
Walton Williams, CPA, PFS - Capital Financial Advisors of New York, LLC - Clifton Park NY
Anja Luesink - Luesink Financial Planning - New York NY
Cindy Sterling - Sterling Financial Planning - New York NY
Frederick Deyeso - financial filosophy - New York NY
Scott Brewster - Brewster Financial Planning LLC - Brooklyn NY
Anthony Ogorek, CFP®, Ed.D. - Ogorek Wealth Management, LLC - Williamsville NY Buffalo NY
James Troyan - Capital Financial Advisors of New York - Clifton Park NY
Sanglee Wong - Mercury Financial Advisors - Albany NY
Joseph Raimond - Raimond Financial Planning - Tonawanda NY
Scott Welikey - Welikey Financial Planning, LLC - Smithtown NY
Ron Rhoades - ScholarFi Inc. - Alfred NY
Kay Conheady, CFP®, BA, BS - Apropos Financial Planning - Rush NY, Rochester NY
Andrew Almeida - Almeida Investment Management - Islandia NY
Timothy Hayes, MBA - Landmark Financial Advisory Services, LLC - Pittsford NY
Joyce Cole, CFP®, BS - J. Cole Financial Advisers, Inc. - Montpelier VT, Gansevoort NY, Philadelphia PA
John Henry Low - Knickerbocker Advisors Inc. - Pine Plains NY, New York NY
Michael Angelucci - Angelucci Wealth Management, LLC - Snyder NY
Jai Ramsawak - Magis Group, Inc. - Tarrytown NY
James Ludwick, CFP® - MainStreet Financial Planning, Inc. - Odenton MD, Washington DC, New York NY, Santa Barbara CA
Zachary McGill - Joel Isaacson & Co., LLC - New York NY
Gary Link - Red Lighthouse Investment Mgmt - New York NY
David Otto, BA, CFP®, D.Min. - Otto & Associates, Inc. - Norwich VT, Katonah NY
Morgen Rochard - Origin Wealth Advisers - New York NY
Charles Simon, CFP® - Taconic Advisors, Inc. - Poughkeepsie NY, Saugerties NY
John Belluardo, ChFC® - Stewardship Financial Services, Inc. - Dobbs Ferry NY
Anna Sergunina, CFP®, ChFEBC - MainStreet Financial Planning, Inc. - Santa Barbara CA, New York NY, San Mateo CA, San Mateo CA, Burlingame CA
Meredith Briggs, CFP® - Taconic Advisors, Inc. - Poughkeepsie NY
Robert Paul - Joel Isaacson & Co., LLC - New York NY
Michael Terry, CFP® - Merit Financial Partners, LLC - Maspeth NY
Laurie Girsky - G-Squared Advisory LLC - Mamaroneck NY
Steven Copeland, CFP® - Safe Harbor Financial Planning - Bronxville NY
Corey Peterson, CFP®, EA - Great Hill Advisory - Port Washington NY
Patrick Rohe - Rockbridge Investment Management, LLC - Syracuse NY
Maureen Whelan, CFP®, MBA - Whelan Financial Planning - Peekskill NY, Tarrytown NY, Garden City NY
David Morgan, CFP®, CPA, CDFA - JMG Financial Group, Ltd. - Oak Brook IL, Chicago IL, Scarsdale NY, Fishkill NY
Arthur Flores, CFP® - Flores Wealth Planning - New York NY Manhattan NY, Bronx NY, Queens NY, Brooklyn NY, Long Island NY
Joanne Marion, CFP®, CPA, MBA - Marion Financial Advisors - Yorktown Heights NY
Jim Marrocco - Thinking Big Financial - New York NY
Marc Vorchheimer - Integrated Financial Consulting - Spring Valley NY
Julie Sciandra - Capital Financial Advisors of New York, LLC - Clifton Park NY
Hannah Ursillo - Joel Isaacson & Co., LLC - New York NY
Robert Hayden - Total Alignment Wealth Advisors, LLC - New York NY
Ilan Folman-Cohen - Joel Isaacson & Co., LLC - New York NY
Jared Paul - Capable Wealth - Sunnyside NY
Timothy Clark, MBA - Greystone Wealth Advisors LLC - New York NY, Mount Kisco NY
Elizabeth Cox, CFP®, CPA, CDFA™ - Merit Financial Partners, LLC - Westport CT, New York NY, Stamford CT, Maspeth NY
Raj Prashad, CFP®, CLU®, ChFC®, EA - Eagle Tax Planning & Advisory Group. LLC - Baldwin NY, Ozone Park NY
Ronald Roge, CFP® - R.W. Roge & Company, Inc. - Bohemia NY
Vincent Wagner, CFP® - Guide Tower Financial Planning, LLC - Williamsville NY
Spencer Sherman - Abacus Wealth Partners, LLC - Manhattan Beach CA, Sebastopol CA, Santa Monica CA, New York NY, Philadelphia PA
Gerard Barrasso, CFP®, CPA/PFS - United Financial Planning Group, LLC - Lake Success NY, Hauppauge NY, New York NY, Long Island NY
Christine Haviaris - TTR Wealth Partners, LLC - Pearl River NY
Sophia Bera - Gen Y Planning LLC - New York NY
Kevin McLoughlin - Capital Financial Services, LLC - Glenville NY
Ronald Plaine - RLP Financial Mgt. - Schenectady NY, Schenectady NY
Stanley Altmark - Joel Isaacson & Co., LLC - New York NY
Joel Isaacson, CFP®, MBA - Joel Isaacson & Co., LLC - New York NY
Geoffrey Wells - Rockbridge Investment Management, LLC - Syracuse NY
Paul Corr, CFP®, CPA/PFS - Capital Financial Advisors of New York - Clifton Park NY Schenectady NY, Entire Capital District of NY, Clifton Park NY
Annette Clearwaters, CFP® - Clarity Investments + Planning LLC - New York NY
Allison Vanaski, CFP® - Arcadia Wealth Management - Smithtown NY