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 New York, 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 New York, NY Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
David Frisch
CFP®, CPA, PFS
Frisch Financial Group, Inc.
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Wealth Management, Executive Compensation Strategies & Stock Option Planning
Fee Only Financial Planner Located in New York City, Melville, NY, White Plains, NY, and Tampa, FL serving Clients Nationwide
Guy McPhail
CFP®, CPA/PFS
SAX Wealth Advisors, LLC
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner in Ewing, NJ Serving Princeton, Flemington, Hunterdon, Mercer & Bucks Co., and clients nationwide
Arthur Flores
CFP®
Flores Wealth Planning, LLC
New York, NY
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Risk Management, Cash Flow Planning, Insurance Planning, Estate Planning, Debt Management, Equity Compensation Planning
Fee-Only financial planner located in New York, NY, serving clients in New York, New Jersey, and Long Island and across the country
Steven Novack
CPA, CFP®, MBA
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
Deva Panambur
CFA®, CFP®
Sarsi, LLC
New York, NY
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, Risk management and estate planning
Fee-Only financial planner located in New York, NY, and West New York, NJ serving clients locally, across the country and overseas
Al Faber
CFP®, ChFC®, CLU®
Woodson Wealth Management
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning
Fee-Only financial planner serving clients across the country
Stacy Francis
CFP®, CDFA®, CES™
Francis Financial
New York, NY
Specialties: Divorce Financial Planning (before, during, and after), Financial Planning after losing a spouse, Planning for families with special needs children, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only Certified Financial Planner located in New York, NY and serving clients with over $2 million in the tri-state area and across the country. Specializing in working with women going through a life-change such as divorce, widowhood, or sudden wealth.
David Kressner
CFA, CFP®
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
Chris Jennings
CFP®
Wealthspire Advisors
New York, NY
Specialties: Integrated Cash Flow and Financial Planning, Accumulation Planning, Risk Management, Tax, Gift, and Estate Planning, Income and Distribution Planning, Charitable Giving, Investment Management, Customized Portfolio Construction, Impact Investing
Fee-only fiduciary advisor serving clients from our Midtown Manhattan office location.
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, Estate Planning
New York City & Westchester County-based tax-oriented Fee-Only financial planner using a retainer-based compensation model
Shawn Gallagher
CFP®, CRPC®
Frisch Financial Group, Inc.
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Wealth Management, Executive Compensation Strategies & Stock Option Planning
Fee-Only financial planner located in Melville, NY, serving clients locally and across the country
Zhi Li
CFP®
Twelve Two Capital
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Tax Planning, Investment Management, Student Loan Repayment Strategies, Stock Option Compensation (ESPP, RSUs, ISOs, NSOs), Identifying Money Behaviors
We specialize in serving Single Parents, Young Families, and First-Generation Young Professionals
Andrew Altfest
CFP®, MBA
Altfest Personal Wealth Management
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Insurance Review
Fee-Only financial planner located in New York, NY, serving clients locally and across the country
Liz Frazier
CFP®, MBA
Frazier Financial Consultants
Katonah, NY
Specialties: Comprehensive Financial Planning, Retirement Projections and Planning, College Education Planning, Budgeting, Debt Management, Risk & Insurance Assessments, Saving for Goals, "Getting On Track Financially", Investment Recommendations
Fee-Only financial planner located in Katonah, NY, serving clients locally and across the country
Avani Ramnani
CFP®, CDFA®, CPWA®
Francis Financial
New York, NY
Specialties: Divorce Financial Planning (before, during, and after), Financial Planning after losing a spouse, Planning for families with special needs children, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only Certified Financial Planner located in New York, NY and serving clients with over $2 million in the tri-state area and across the country. Specializing in working with women going through a life-change such as divorce, widowhood, or sudden wealth.
Gregg Munn
CFP®, CPA
Sax Wealth Advisors, LLC
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Jacksonville, FL, serving clients locally and across the country
Pamela Capalad
CFP®, AFC®
Brunch & Budget™
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
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.
Matthew Costa
CFP®
Woodside 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 Framingham, MA, serving clients locally and across the country
Kevin Burns
Navwell Advisors
Garden City, NY
Specialties: Comprehensive Financial Planning, Investment Management, Cash Management, Retirement Planning, College Planning, Insurance Analysis, Tax Planning, Estate Planning
Fee-Only financial planner located in Garden City, NY, serving clients locally and across the country
Anna Sergunina
CFP®
MainStreet Financial Planning
New York, NY
Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning
We Help Busy Families Make Smart Financial Decisions. Comprehensive Financial Planning, Income Tax Planning & Preparation, and Estate Plan Creation All Under One Roof. Offices nation wide and remote services.
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, Estate Planning, Insurance Review
Wealth Management and Fee Only Financial Planner Located in New York, NY and Serving Clients Nationwide
Christian DiRusso
CPA, CFP®, CLU®, ChFC®
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
Chelsea Ransom-Cooper
CFP®
Zenith Wealth Partners
New York, NY
Specialties: Comprehensive Wealth Planning, Investment Management, Project Based Assessments, Business Advisory Services, Socially Responsible Investing
Trailblazing a new approach to financial planning and investment advice for women and people of color
Michael Prendergast
CFP®, MBA
Altfest Personal Wealth Management
New York, NY
Specialties: Retirement Planning, Tax Planning, Estate Planning, Insurance Analysis, Investment Review, Company Benefits Review, Charitable Giving, Education Planning, Goal Planning + Cash Flow
Other firms may put their profits first — Altfest puts you first. Only by placing you at the core of everything we do can we truly meet your needs. Located in NYC and serving clients across the country.
Jan Pevzner
CFP®, EA
Gotham Block, LLC
New York, NY
Specialties: Equity Compensation Planning, Stock Options, RSUs, Restricted Stock, Tax Planning, Investment Management, Concentrated Positions
Fee-Only financial planner located in New York, NY, serving clients locally and across the country
Dan Duca
CFP®
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
Natalie Colley
CFP®, CDFA®
Francis Financial
New York, NY
Specialties: Divorce Financial Planning (before, during, and after), Financial Planning after losing a spouse, Planning for families with special needs children, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only Certified Financial Planner located in New York, NY and serving clients with over $2 million in the tri-state area and across the country. Specializing in working with women going through a life-change such as divorce, widowhood, or sudden wealth.
Kaya Ladejobi
CFP®, MBA
Earn Into Wealth Strategies
New York, NY
Specialties: Comprehensive Financial Planning, Cash Flow Planning, Investment Management, Debt Managament, Tax Planning, Business Profit Planning
Fee-Only Financial Planner located in New York, NY and Atlanta GA. We service clients all over the country. In-Person meetings are available for existing clients upon request, otherwise we work virtually via video calls, emails, and over the phone.
Ekta Patel
CFP®, MBA
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
Chris Pollard
CFP®, MBA, EA
Great Path Planning
Monroe, NY
Specialties: Retirement Income Planning, Small Business Ownership, Business Ownership Transitions (Buy/Sell), Tax Planning and Advice, Comprehensive Financial Planning, Investment Management
Fee-Only financial planner located in Goshen, NY, and Suffern, NY.
Simon Brady
CFP®, CETF®
Anglia Advisors
Valley Stream, NY
Specialties: Personal finance consulting, Savings and investment advisory, Retirement planning, Estate planning & beneficiary designations, Foreign nationals in the US, Post-divorce planning, Employee financial wellness programs
Fee-only financial CERTIFIED FINANCIAL PLANNER™ professional in New York, serving younger individuals, couples and families in their early 20s to mid-40s, foreign nationals living and working in the US and those faced with "suddenly-single" situations.
Kevin Peacock
CFP®, CAIA®, EA
Astra Wealth Partners
New York, NY
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Retirement Savings
Fee-Only financial planner located in Jersey City, NJ, serving clients locally and across the country
Anthony Benante
CFA®
Baron Financial Group, LLC
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management
Sarasota, FL fee-only Wealth Manager, with additional meeting sites in Fair Lawn, NJ and New York City
Asher Rogovy
MSc
Magnifina
New York, NY
Specialties: Investment Management, Retirement Planning, Real Estate Investing, Financial Planning, Ethical Investing, Private Equity
Fee-Only investment advisor specializing in individual portfolio management. While based in New York City, currently 47% of clients are out-of-state.
Joseph Piela
CFP®
Sax Wealth Advisors, LLC
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Parsippany, NJ, serving clients locally and across the country
Rahimul Taher
CFP®, Enrolled Agent (EA)
TAHER FINANCIAL PLANNING, TAHER TAX
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Tax Preparation & Planning, Cash Flow Planning, Investment Management, College Education Planning
Fee-Only financial planner located in NYC, with a Tax, Accounting & Cash Flow Specialization.
Marie DeCaprio
CFP®, CFA®
SAX Wealth Advisors, LLC
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor serving the Greater NY area
James J. Suazo
ChFC®
Baron Financial Group, LLC
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner (fluent in Spanish) located in Fair Lawn, NJ with additional meeting sites in Morristown, NJ and New York City
Jeremy Rhen
CFP®
Sax Wealth Advisors, LLC
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Ewing, NJ, serving clients locally and across the country
Shweta Lawande
CFP®, CDFA®
Francis Financial, Inc.
New York, NY
Specialties: Divorce Financial Planning (before, during, and after), Financial Planning after losing a spouse, Planning for families with special needs children, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only Certified Financial Planner located in New York, NY and serving clients with over $2 million in the tri-state area and across the country. Specializing in working with women going through a life-change such as divorce, widowhood, or sudden wealth.
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.
Jessica Nelson
CPA, CFP®
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
Lewis Altfest
CFP®, CPA/PFS, CFA, Ph.D
Altfest Personal Wealth Management
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Insurance Review
Fee-Only financial planner located in New York, NY, serving clients locally and across the country
Julie Ford
CFP®, CPA
Ford Financial Solutions
New York, NY
Specialties: Comprehensive Financial Planning, Life Transitions, Retirement Savings, Investment Management, College Education Planning, Budgeting
As a fee-only financial planner with over a decade of experience in the industry, Julie Ford has helped hundreds of clients to wisely manage their money. She specializes in serving city-dwelling couples as they navigate the many transitional seasons that come with building a family.
Prem G. Hira
MBA
Investry, LLC
Scarsdale, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Socially Responsible Investing
Investry is your sanctuary for sustainable wealth. Fee-Only financial planner located in Scarsdale, NY, serving clients locally and across the country.
Cheryl Costa
MBA, CFP®
Woodside Wealth Management LLC
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Framingham, MA, serving clients locally and across the country
Joyce Streithorst
CFP®, MSFS, CDFA®
Frisch Financial Group, Inc.
White Plains, NY
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Divorce Financial Planning, ESG Investing (Green & Socially Responsible)
Fee Only Financial Planner Located in New York City, Melville, NY, White Plains, NY, and Tampa, FL serving Clients Nationwide
Michael Schupak
CFP®, EA
Astra Wealth Partners
New York, NY
Fee-Only financial planner located in Jersey City and NYC, serving clients locally and across the country.
Dann Ryan
CFP®
Sincerus Advisory
New York, NY
Specialties: Tax Planning, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Stock Options / Equity Compensation
Fee-Only Financial Planner, serving clients that consider themselves lifelong learners!
Anja Luesink
MBA, CFP®, RLP®, CeFT®
Luesink Stenstrom Financial
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
Kaysian Gordon
MBA, CFP®, CPA, CKA®
Kaysi Gordon Financial Planning
Valley Stream, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Cash Flow Management
Kaysi Gordon Financial Planning is a Fee-Only financial planner located in Long Island, NY, serving clients locally and across the country
Amir Noor
CFP®, EA
United Financial Planning Group, LLC
New York, NY
Specialties: Comprehensive Financial Planning, Investment Management, Insurance and Benefit Coordination, Wealth and Risk Management, Estate and Trust Planning, Defined Benefit/401(k) Plans, Physician Growth Planning, Attorney Growth Planning
Fee-Only with a variety of styles. One-Time, Subscription, Managed Assets, whatever works best for you! Clients range from $40,000 salary to $150 Million Net Worth. Specializing in moving you from Middle Class to Upper Class!
David Flores Wilson
CFP®, CFA®, CEPA, AEP®
Sincerus Advisory
New York, NY
Specialties: Business Owner Planning, Business Exit Planning, Philanthropy Planning, Equity Compensation Plannning
Fee-Only financial planner and Wealth Manager located in New York City, 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.
Sara Stanich
CFP®, CDFA®, CEPA, MBA
Cultivating Wealth
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Investment Management, Business Owner Exit Planning, Divorce Financial Planning, Retirement Planning
Let us help you understand your financials today, make better decisions tomorrow, and build wealth for a lifetime. Based in NYC and The Hamptons, serving clients regardless of location.
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
Guiding You Toward Financial Security Through Objective, Transparent, and Fiduciary Advice. Fair Lawn, NJ fee-only financial planner, with additional meeting sites in Morristown, NJ and New York City.
David Rosenstrock
CFP®, MBA
Wharton Wealth Planning
New York, NY
Specialties: Investment Management, Retirement Income Planning, Tax Planning, Estate Planning, Insurance Needs Analysis, Cash Flow, Debt, and Budgeting Management, Education Planning, Charitable Giving
Fee-Only financial planner with offices in New York, NY and Santa Fe, NM serving clients locally and across the country
Gabriel Kaplan
CFP® CPA
Wealth Habits
New York, NY
Specialties: Investment Management, Tax Planning, Employee stock and equity compensation (ISOs, NQSOs, RSUs, ESPP, etc.)
Fee-Only financial planner located in New York, NY, serving clients locally and across the country
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
Vid Ponnapalli
MS, CFP®, EA
Unique Financial Advisors
New York, NY
Specialties: Comprehensive Financial Planning, Tax Planning, Investment Management, College Education Planning, Retirement Income Planning
Fee-Only Financial Planner providing Customized Financial Coaching, Investment Management, and Tax Services for Busy Professionals in New Jersey, New York city, and across the country.
Jason Sacks
CFP®, CFS®
Frisch Financial Group, Inc.
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Wealth Management, Executive Compensation Strategies & Stock Option Planning
Fee-Only financial planner located in Melville, NY, serving clients locally and across the country
Ryan Sterling
CFA®
Future You Wealth
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
Refine Your Search
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)
