Fee-Only Financial Planners in:
New York, New York

These New York, 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, 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...

Michael Schupak, CFP®
Schupak Financial Advisors
New York NY, Jersey City NJ, Manhattan NY
Fee-Only fiduciary financial planner with offices in both Jersey City and NYC. We serve the New York tristate area in person and nationwide virtually.
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
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
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
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.
Julie Ford, CFP®, CPA
Ford Financial Solutions
New York NY
Fee-Only Financial Planner serving the New York, NY area.
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
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
G. Martin Poole, CFP®, RFC
HFH Planning Inc
New York NY
We take clients' financial puzzle pieces and make them fit.
Lori Dietzler, CFP®, EA
Zero Gravity Financial, LLC
Brooklyn NY, New York NY, Queens NY
Online Business CFO
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
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
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
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
Philip Capell, CFP®, JD
Piermont Wealth Management Inc.
Melville NY, New York NY
Fee-Only Financial Advisor serving Melville, NY area.
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
Stacy Francis, CFP®, CDFA®, CES™
Francis Financial, Inc.
New York NY
Fee-Only Financial Planner located in New York, NY and serving clients worldwide. Specializing in working with women going through a transition such as divorce, widowhood, or inheritance.
Paul Palazzo
Altfest Personal Wealth Management
New York NY
Fee Only Financial Planner Located in New York, NY and Serving Clients Nationwide
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
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
Sara Stanich, CFP®, CDFA™, MBA
The Stanich Group
New York NY
Fee-Only Financial Planner serving the New York, NY area.
Frederick Deyeso - financial filosophy - New York NY
Anna Sergunina, CFP®, ChFEBC - MainStreet Financial Planning, Inc. - Santa Barbara CA, New York NY, San Mateo CA, San Mateo CA, Burlingame CA
Timothy Clark, MBA - Greystone Wealth Advisors LLC - New York NY, Mount Kisco NY
Anthony DeVito - ADV Investment Management & Financial Planning - Mt. Kisco NY, New York NY, Harrison NY
Kevin Peacock - Astra Capital Management LLC - New York NY
Brian Cummins - Joel Isaacson & Co., LLC - New York NY
James Ludwick, CFP® - MainStreet Financial Planning, Inc. - Odenton MD, Washington DC, New York NY, Santa Barbara CA
Darin Schnall, CFP®, CPA, MBA - Schnall Advisory Services - New York NY
Elizabeth Cox, CFP®, CPA, CDFA™ - Merit Financial Partners, LLC - Westport CT, New York NY, Stamford CT, Maspeth NY
Arthur Flores, CFP® - Flores Wealth Planning - New York NY Manhattan NY, Bronx NY, Queens NY, Brooklyn NY, Long Island NY
David Peltz - Joel Isaacson & Co., LLC - New York NY
Sophia Bera - Gen Y Planning LLC - New York NY
Anja Luesink - Luesink Financial Planning - New York NY
Gerard Barrasso, CFP®, CPA/PFS - United Financial Planning Group, LLC - Lake Success NY, Hauppauge NY, New York NY, Long Island NY
Ilan Folman-Cohen - joel isaacson & co., llc - New York NY
Zachary McGill - Joel Isaacson & Co., LLC - New York NY
Joel Isaacson, CFP®, MBA - Joel Isaacson & Co., LLC - New York NY
John Henry Low - Knickerbocker Advisors Inc. - Pine Plains NY, New York NY
Gary Link - Red Lighthouse Investment Mgmt - New York NY
Spencer Sherman - Abacus Wealth Partners, LLC - Manhattan Beach CA, Sebastopol CA, Santa Monica CA, New York NY, Philadelphia PA
Hannah Ursillo - Joel Isaacson & Co., LLC - New York NY
Robert Ince, CFA, CFP® - Tribeca Financial Planning LLC - New York NY
Morgen Rochard - Origin Wealth Advisers - New York NY
Annette Clearwaters, CFP® - Clarity Investments + Planning LLC - New York NY
Robert Paul - Joel Isaacson & Co., LLC - New York NY
Robert Hayden - Total Alignment Wealth Advisors, LLC - New York NY
Stanley Altmark - Joel Isaacson & Co., LLC - New York NY
Cindy Sterling - Sterling Financial Planning - New York NY
Jim Marrocco - Thinking Big Financial - New York NY