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:

Christopher Cordaro

CFP®, CFA, MBA

RegentAtlantic

New York, NY

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

Fee-Only Financial Planning and Investment Management Firm in Morristown, NJ and New York City

I can work with clients anywhere!

Kevin Peacock

CFP®, CAIA

Astra Strategic Wealth

New York, NY

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

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

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

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

I can work with clients anywhere!

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

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

David Flores Wilson

CFP®, CFA, CDFA®, CCFC

Watts Capital Partners

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Business Owner Planning, College Education Planning, Divorce Financial Planning

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

I can work with clients anywhere!

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.

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.

I can work with clients anywhere!

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

Victor Cannillo

NAPFA-Registered Financial Advisor

Baron Financial Group

New York, NY

Specialties: Financial Life Management, Retirement Income Planning, Investment Management, Special Needs Planning, Holistic Financial Planning

Fair Lawn, NJ fee-only financial planner, with additional meeting sites in Morristown, NJ and New York City

I can work with clients anywhere!

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

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

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

I can work with clients anywhere!

Chris Pollard

CFP®, MBA, EA

Great Path Planning

Monroe, NY

Specialties: Retirement Income Planning, Small Business Ownership, Tax Planning and Advice, Comprehensive Financial Planning, Investment Management

Fee-Only financial planner located in Monroe, NY, and Suffern, 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

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.

I can work with clients anywhere!

Sahil Vakil

CFA®, CFP®, MBA, MS

MYRA Wealth

New York, NY

Specialties: 01. FINANCIAL PLANNING, Early retirement? Buying your dream home? Expecting a newborn child? — life moments that provide great joy, but come with so many financial questions. Don’t worry, we’re by your side to guide you., 02. INVESTMENT MANAGEMENT, Want to reduce risk, reduce taxes, and reduce fees? We will build a custom portfolio for you that maximizes return while reducing risk, and leverages technology to lower your taxes and avoid higher fees., 03. TAX PREPARATION, Stressed out about taxes? We’re here to make tax preparation and filing simple. Just upload some files, and we'll do the rest. We'll also optimize your taxes, and ensure you get the largest eligible refund.

MYRA Wealth is a multi-family office that offers Financial Planning, Investment Management, and Tax Preparation services to immigrants (and their families) all across the United States. We take a goal-based approach and seek to maximize your return on life!

I can work with clients anywhere!

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

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

I can work with clients anywhere!

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

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

Rob Friedman

CFP®, CDFA®, MBA

Central Park Financial Planning

New York, NY

Specialties: Comprehensive Financial Planning, Insurance Planning, Tax Planning, Investment Planning, College Education Planning, Retirement Income Planning, Divorce Financial Planning, Estate Planning

New York City based Fee-Only financial planner serving clients locally and across the country using a retainer-based compensation model.

William Prendergast

Altfest Personal Wealth Management

New York, NY

Boyan Doytchinov

MBA, CFA, CFP®

Altfest Personal Wealth Management

New York, NY

Tracey Johnson

Blue Flag Planning LLC

New York, NY

Robert Hayden

Total Alignment Wealth Advisors, LLC

New York, NY

Gerard Barrasso

United Financial Planning Group, LLC

New York, NY

Daniel Kimeldorf

Altfest Personal Wealth Management

New York, NY

David Peltz

Joel Isaacson & Co., LLC

New York, NY

Michael O'Brien

Joel Isaacson & Co., LLC

New York, NY

Andrew Altfest

Altfest Personal Wealth Management

New York, NY

Anja Luesink

Luesink Stenstrom Financial

New York, NY

Ekta Patel

Altfest Personal Wealth Management

New York, NY

Frederick Deyeso

financial filosophy

New York, NY

Rahimul Taher

Enrolled Agent (EA)

Taher Financial Planning

Brooklyn, NY

Ilan Folman-Cohen

Joel Isaacson & Co., LLC

New York, NY

Brian Cummins

Joel Isaacson & Co., LLC

New York, NY

Arthur Flores

Flores Wealth Planning, LLC

New York, NY

Kelly Metzler

Altfest Personal Wealth Management

New York, NY

Morgen Rochard

Origin Wealth Advisers LLC

New York, NY

Ross Wolfe

Altfest Personal Wealth Management

New York, NY

Jim Marrocco

Thinking Big Financial

New York, NY

Stanley Altmark

Joel Isaacson & Co., LLC

New York, NY

Gary Link

Red Lighthouse Investment Mgmt

New York, NY

Steven Cadoff

Altfest Personal Wealth Management

New York, NY

Cindy Sterling

Sterling Financial Planning

New York, NY

Robert Paul

Joel Isaacson & Co., LLC

New York, NY

Joel Isaacson

Joel Isaacson & Co., LLC

New York, NY

Hannah Ursillo

Joel Isaacson & Co., LLC

New York, NY

Dan Duca

Altfest Personal Wealth Management

New York, NY

Zachary McGill

Joel Isaacson & Co., LLC

New York, NY

Sophia Bera

Gen Y Planning LLC

New York, NY

David Kressner

Altfest Personal Wealth Management

New York, NY

David Manukjan

Altfest Personal Wealth Management

New York, NY

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    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)

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