Fee-Only Financial Advisors in Long Island, NY

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Long Island, NY area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every Long Island, NY Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

Maury Schneider

CFP®, MBA, CPA

MLS Financial Planning

Long Island, NY

Specialties: Comprehensive Financial Planning, Cash Flow / Budgeting, Retirement Planning, Investment Discussion and Guidance, Education Planning, Tax Planning

Fee-Only financial planner located on Long Island (Massapequa, NY), serving clients locally and across the country

Andrew Kleinberg

CFA®, CFP®

Grand Central Financial Planning

New York, NY

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

Andrew Kleinberg specializes in transparent flat-fee pricing and hourly advice for those seeking professional, objective service by a fiduciary with no account minimums and no ongoing fees or obligations. Located in Midtown Manhattan.

James Grennen

MBA, CFP®, EA

Woodhull Capital Advisors, LLC

Bohemia, NY

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

Fee-Only Financial Planner located on Long Island (Bohemia, NY) and serving the NY Metro region.

Ronald Rogé

MS, CFP®

R.W. Rogé & Company, Inc.

Bohemia, NY

Specialties: Wealth Management, Comprehensive Financial Planning, Retirement Income Planning, Investment and Portfolio Management, Estate Planning, Education Planning and Funding, Tax Planning, Legacy Planning

Helping clients Plan, Achieve, and Live® the life they want since 1986.

  • Refine Your Search

      Search By Zip Code or City


    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

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser