Fee-Only Financial Planners in New York, NY

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in New York, NY:

Karen Altfest

Ph.D., CFP®

Altfest Personal Wealth Management

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Wealth Management and 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

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in New York, NY, serving clients locally and across the country

Victor Cannillo

Founder

Baron Financial Group

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor serving clients nationwide with offices in New Jersey, New York, and Florida

Philip Capell

CFP®, JD

Piermont Wealth Management Inc.

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Melville, NY, serving clients locally and across the country

Stacy Francis

CFP®, CDFA®, CES„

Francis Financial, Inc.

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

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.

David Frisch

CPA, CFP®, PFS

FRISCH FINANCIAL GROUP, INC.

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in New York City, Melville, NY and Tampa, FL serving Clients Nationwide

Paul Palazzo

Altfest Personal Wealth Management

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in New York, NY, serving clients locally and across the country

G. Martin Poole

CFP®, RFC

HFH Planning Inc

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

We take clients' financial puzzle pieces and make them fit.

Alan Rothstein

CPA/PFS

Asset Strategies, Inc.

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner with offices in Avon and Stamford, CT and New York, NY

Gary Schatsky

JD

IFC Personal Money Managers, Inc.

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Objective Financial Advice and Fee Only Financial Planning. Located in New York, NY and Serving the Entire Region and Clients Nationwide

Joyce Streithorst

CFP®, MSFS, CDFA®

FRISCH FINANCIAL GROUP, INC.

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in New York City, Melville, NY and Tampa, FL serving Clients Nationwide

Kim Polak Guerrero

CFP®, RICP®, MBA

Polero ICE Advisers

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Serving Women and Couples in NY and Surrounding Areas

Maura Griffin

CFP®, MBA, CDFA®

Blue Spark Capital Advisors

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management

Fee-Only Financial Planner serving women in New York City and the Berkshires

Julie Ford

CFP®, CPA

Ford Financial Solutions

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Savings, Investment Management, College Education Planning, Budgeting, Life Transitions

Fee-Only financial planner located in New York, NY, serving clients locally and across the country

Eric Gabor

CFP®

Eagle Grove Advisors LLC

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner with offices in Manhattan, NY and Jersey City, NJ, serving the entire area and clients across the country

Sara Stanich

CFP®, CDFA®™, MBA

The Stanich Group

Brooklyn, NY

Specialties: Comprehensive Financial Planning, Investment Management, Divorce Financial Planning, Retirement Planning, Tax Planning

Fee-Only financial planner located in Brooklyn, NY, serving clients locally and across the country

Matthew Hague

Guide Wealth Management

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving with offices in Manhattan, the Hudson Valley, and Washington D.C., serving clients locally and across the country

Kaya Ladejobi

CFP®

Earn Into Wealth Strategies

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner located in New York, NY and serving clients through virtual meetings across the country

Michael Schupak

CFP®

Schupak Financial Advisors

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Cash Flow Planning, Tax Planning

Fee-Only fiduciary financial planner with offices in both Jersey City and NYC. I serve the New York tristate area in person and nationwide virtually.

  • Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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