Fee-Only Financial Advisors in New York, NY

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.

Sedai Wealth

New York, NY

Specialties: Crafting and executing a robust financial plan, Implementation of investments, estate planning, insurance and everything in-between

I'm Jared, a Certified Financial Planner dedicated to assisting individuals in managing and planning their finances effectively, ensuring a secure and prosperous financial future.

SAX Wealth Advisors

New York, NY

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

FAR Financial Inc.

Brooklyn, NY

Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Planning, Investment Planning, Education Planning, Insurance Planning, Cash Flow and Debt Management, Health and Wellness Planning, Legacy Planning, Business Organization, Cryptocurrency & Digital Assets

FAR Financial, led by Igor Aronov, CFP®, is a fiduciary advice-only financial planning firm, dedicated to helping busy professionals and their families untangle complexity, build structure, and make intentional financial decisions.

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. Offices in New York City and Miami, FL.

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.

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. Offices in New York City and Miami, FL.

United Financial Planning Group, LLC

Hauppauge , NY

Specialties: Financial Planning, Retirement Planning, Investment Management, Advanced Tax Planning, Tax Preparation & Filing , Inheritance Planning, Equity Compensation Planning, Family Office Services, Business Services, Stock Options Planning

Wealth management, financial planning, advanced tax strategies, and in-house tax prep—a one-stop solution for retirees, business owners, high-net-worth families, and high-earning professionals.

SAX Wealth Advisors

New York, NY

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

Baron Financial Group, LLC

New York, NY

Specialties: Financial Life Planning, Retirement Income Planning, Investment Management, Special Needs Planning, Tax and Estate Planning, Risk Management and Insurance Review

Fee-Only financial planner (fluent in Spanish) located in Fair Lawn, NJ with additional meeting sites in Morristown, NJ and New York City

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. Offices in New York City and Miami, FL.

Grand Central Financial Planning

New York, NY

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

Transparent flat-fee pricing and hourly advice for those seeking professional, objective service by a fiduciary with no account minimums. Located in Midtown Manhattan, NY serving clients locally and across the country.

Kaysi Gordon Financial Planning

Valley Stream, NY

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

Where Faith and Financial Planning Meet. I work with women of Faith who are currently employed (W-2). You may also have a side business or the goal of starting a small business.

Merit Financial Partners, LLC

Maspeth, NY

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

Founded in 2006, Merit Financial Partners is a fee-only fiduciary firm with offices in NYC and Westport, CT, offering financial planning and investment management to individuals, families, and small businesses.

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. Offices in New York City and Miami, FL.

JWK Financial

New York, NY

Specialties: Financial Independence Planning, Retirement Income Planning, Investment Advice, Tax Guidance, Cash / Debt Management, Risk Management, Estate Planning

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

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. Offices in New York City and Miami, FL.

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. Offices in New York City and Miami, FL.

Frisch Financial Group, Inc.

New York, 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

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. Offices in New York City and Miami, FL.

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!

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.

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. Offices in New York City and Miami, FL.

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. Offices in New York City and Miami, FL.

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

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

WINDFALL ADVISORS

New York, NY

Specialties: Financial Consulting, Wealth Management, Comprehensive Financial Planning, Investment Management, Estate & Legacy Planning, Protecting & Growing Financial Windfalls

AWARD WINNING, Nationally Recognized, Fee-Only Fiduciary, financial advisor and SUDDEN wealth management expert. Specializing with (INHERITANCE, LOTTO WINNERS, BUSINESS OWNER EXITS) Financial, Estate, Legacy Planning and Investment Management

IFC Personal Money Managers, Inc.

New York, NY

Specialties: Comprehensive Financial Planning, Investment Advice, Advanced Tax Strategizing, Retirement Income Planning, Wealth Preservation, Comprehensive Insurance Analysis

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

Schroeder Capital Management, LLC

Brooklyn, NY

Specialties: Portfolio Management, Wealth Preservation, Comprehensive Financial Planning, Retirement Income Planning, Tax Optimization, Equity Compensation Planning

Fee-Only financial planner located in Brooklyn, NY, serving clients locally and across the country. I help people with concentrated wealth - RSUs, equity compensation, or capital from a liquidity event - actually compound it.

Cultivating Wealth

Brooklyn, NY

Specialties: Comprehensive Financial Planning, Investment Management, Business Owner Exit 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.

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

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 individuals and families with over $2 million across the country. Specializing in working with women navigating divorce, widowhood, sudden wealth, or retirement.

Frazier Financial Consultants

Katonah, NY

Specialties: Comprehensive Financial Planning, Asset Management, Investment Recommendations, Retirement Projections and Planning, College Education Planning, Budgeting, Saving for Goals, "Getting On Track Financially"

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

Astra Wealth Partners

New York, NY

Specialties: RSUs, Incentive Stock Options, Non-qualified Stock Options, 83(b) election, Direct Indexing, Alternative Investments, Alternative Minimum Tax (AMT), Concentrated Stock

Fee-Only financial planner located in Jersey City and NYC, serving clients locally and across the country.

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

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

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.

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

CoPlanning Financial

New York, NY

Specialties: Retirement Income Planning, Investment Management, Tax Planning, Comprehensive Financial Planning, Long Term Care Insurance Planning, Estate Planning

We offer ongoing service on tax focused financial planning and flat fee investment management far below 1% for accounts above $1M. Our client base is about 2/3 Asian Americans and 1/3 non-Asian. Jason Co, CFP® is fluent in Cantonese and Mandarin.

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. Offices in New York City and Miami, FL.

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. Offices in New York City and Miami, FL.

Savant Wealth Management

New York, NY

Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers

Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.

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. Offices in New York City and Miami, FL.

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.

Sincerus Advisory

New York, NY

Specialties: Business Owner Planning, Business Exit Planning, Philanthropy Planning, Equity Compensation Plannning

You've been incredibly successful in your career. Now let's recreate that success in your finances. Serving clients in New York and across the country.

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

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 individuals and families with over $2 million across the country. Specializing in working with women navigating divorce, widowhood, sudden wealth, or retirement.

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

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

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.

SAX Wealth Advisors

New York, NY

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

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. Offices in New York City and Miami, FL.

Lucre Advisory

New York, NY

Specialties: Comprehensive Financial Planning, Cashflow, Debt Management, Income Tax Planning, Education Planning, Employee Benefits Review, Risk Management, Legacy and Continuity Planning, Retirement Income Planning, Investment Management

Comprehensive financial planning and investment management for; professionals, executives, near-retirees, retirees, and those with new-found wealth.

Magnifina

New York, NY

Specialties: Investment Management, Retirement Planning, Financial Planning, Equity Based Compensation, Ethical Investing, Second Opinion / Fee Reduction

Fee-only fiduciary offering comprehensive financial planning and personalized investment management to: families, retirees, and professionals with equity compensation (RSUs and stock options). Offices in NYC & Westchester, serving clients nationwide.

N Financial Plans™

Huntington, 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, Tax Preparation, International 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!

Baron Financial Group

New York, NY

Specialties: Financial Life Planning, Retirement Income Planning, Investment Management, Special Needs Planning, Tax and Estate Planning, Risk Management and Insurance Review

Guiding you toward financial security through fee-only, fiduciary financial advice and investment management. Offices in Fair Lawn, NJ and Sarasota, FL - serving clients across the country.

SAX Wealth Advisors

New York, NY

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

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

Willcox Wealth Management

New York, NY

Specialties: Comprehensive Financial Planning, Investment Management, Cash Flow Planning, Tax Planning, Estate Planning, Insurance Analysis

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

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. Offices in New York City and Miami, FL.

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

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. Offices in New York City and Miami, FL.

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

New York City Fee-Only Financial Advisor and Certified Financial Planner (CFP®) offering fiduciary retirement planning and investment advisory services.

Baron Financial Group, LLC

New York, NY

Specialties: Financial Life Planning, Retirement Income Planning, Investment Management, Special Needs Planning, Tax and Estate Planning, Risk Management and Insurance Review

Sarasota, FL fee-only Wealth Manager, with additional meeting sites in Fair Lawn, NJ and New York City

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 individuals and families with over $2 million across the country. Specializing in working with women navigating divorce, widowhood, sudden wealth, or retirement.

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

At Frisch Financial Group we help our clients protect, preserve, and enhance their wealth through our investment management expertise and financial planning services.

Philanthropy Financial Planning

New York, NY

Specialties: Integrated Financial Planning, Strategic Charitable Giving Planning, Family Legacy & Values Planning, Cross-Border & Global Family Planning, Trust & Estate Strategy

Fee-Only financial planner located in Chapel Hill, NC, serving clients locally and across the country

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

Our expertise is focused on retirement planning for people within five years of retirement and on business owners, entrepreneurs, and self-employed professionals.

Educated Financial Planning

Astoria, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Tax Planning, Cash Flow Planning/Budgeting, Employer Benefits Planning, Student Loan Planning, Pension Planning, Career Change

Advice-only financial planner serving educators and public service employees around the country. I help educators achieve their financial goals in and beyond the classroom!

Hive Retirement Planning

New York, NY

Haystack Financial Planning

New York, NY

Yoshida Wealth Management, Inc.

White Plains, NY

Baker Avenue Asset Management

New York, NY

HFH Planning Inc

New York, NY

Deane Financial Partners, Inc.

Roosevelt, NY

Safran Wealth Advisors

New York, NY

MYRA

New York, NY

TAHER FINANCIAL PLANNING, TAHER TAX

Brooklyn, NY

Hudson Oak Wealth Advisory

New York, NY

Guide Wealth Management

New York, NY

Polero ICE Advisers LLC

New York, NY

Joel Isaacson & Co., LLC

New York, NY