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.
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Fee-Only Financial Planners in New York:
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
James Reilly
CFP®, MBA
RegentAtlantic
New York, NY
Specialties: Wealth Management, Investment Management, Complex Wealth Situations, Tax Planning, Generational Wealth Planning
Accepting Clients with at Least $1 Million of Investable Assets
Justin Sanderson
CFP®, CIMA®
Sanderson Wealth Management
Buffalo, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Justin Sanderson, CFP®, CIMA®, provides sophisticated, comprehensive wealth management to high-net-worth individuals and families, business owners, and entrepreneurs. Located in Buffalo, New York, Justin works with clients around the country.
Shane Mason
CPA/PFS, CFP®
Brooklyn FI
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Brooklyn, NY, serving creative and tech professionals locally and across the country
Michael Steiner
CFP®, CPA
RegentAtlantic
New York, NY
Specialties: Wealth Management, Investment Management, Complex Wealth Situations, Tax Planning, Generational Wealth Planning
Accepting Clients with at Least $1 Million of Investable Assets
Davon Barrett
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 Financial Planner located in New York, NY and serving clients 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.
Chad O'Brien
CFP®, FRM
RegentAtlantic
New York, NY
Specialties: Wealth Management, Investment Management, Complex Wealth Situations, Tax Planning, Generational Wealth Planning
Accepting Clients with at Least $1 Million of Investable Assets
Brian Kazanchy
CFP®, CFA®, MBA
RegentAtlantic
New York, NY
Specialties: Wealth Management, Investment Management, Complex Wealth Situations, Tax Planning, Generational Wealth Planning
Accepting Clients with at Least $1 Million of Investable Assets
Kaya Ladejobi
CFP®, MBA
Earn Into Wealth Strategies
New York, NY
Specialties: Comprehensive Financial Planning, Cash Flow Planning, Investment Management, Debt Managament, Tax Planning
Fee-Only Financial Planner located in New York, NY and serving clients in NYC, NJ, LA and other states through virtual meetings.
Christopher Cordaro
CFP®, CFA®, MBA
RegentAtlantic
New York, NY
Specialties: Wealth Management, Investment Management, Complex Wealth Situations, Tax Planning, Generational Wealth Planning
Accepting Clients with at Least $1 Million of Investable Assets
Jamie Block
CFP®, CPA/PFS, CDFA®, MBA
Mercer Advisors
Fairport, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Rochester, NY, serving clients locally and across the country
Zhi Li
CFP®
Twelve Two Capital
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Brooklyn, NY, serving clients locally and across the country
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
Fee-Only financial planner located in New York, NY, serving clients in New York, New Jersey, and Long Island and across the country
R. Michael Terry
MBA, CFP®
Merit Financial Partners, LLC
Maspeth, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only financial planner located in Maspeth, NY, serving clients locally and across the country
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 Pennington, NJ, serving clients locally and across the country
Amy Michaels
CFP®, AIF®
S.E.E.D. Planning Group
Binghamton, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Binghamton, NY, serving clients locally and across the country
Laura Rotter
CFP®, CFA, MBA
True Abundance Advisors
Harrison, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in White Plains, NY and serving clients locally (including New York City) and across the country
Abigail Rosen
CFP®, MS
RegentAtlantic
New York, NY
Specialties: Wealth Management, Investment Management, Complex Wealth Situations, Tax Planning, Generational Wealth Planning
Accepting Clients with at Least $1 Million of Investable Assets
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.
Brett A. Koeppel
CFP®
Eudaimonia Wealth
Buffalo, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning
Fee-Only financial planner located in Buffalo, NY, specializing in helping families organize, grow and protect their wealth as they prepare for and navigate the transition into retirement.
David Flores Wilson
CFP®, CFA®, CDFA®, CCFC
Sincerus Advisory
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
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.
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
Bryan Smalley
CFP®
RegentAtlantic
New York, NY
Specialties: Wealth Management, Investment Management, Complex Wealth Situations, Tax Planning, Generational Wealth Planning
Accepting Clients with at Least $1 Million of Investable Assets
Avani Ramnani
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 Financial Planner located in New York, NY and serving clients 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.
Jonathan Hochberg
MBA
RegentAtlantic
New York, NY
Specialties: Wealth Management, Investment Management, Complex Wealth Situations, Tax Planning, Generational Wealth Planning
Accepting Clients with at Least $1 Million of Investable Assets
William Jerome
CFP®
Capital Financial Services, LLC.
Glenville, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only, Financial Planning, Tax Preparation and Asset Management. Serving clients in the greater Capital District and across the country.
Morgen B. Rochard
CFA®, CFP®
Origin Wealth Advisers LLC
New York, NY
Specialties: Irregular Income Management, Tax Planning, Early Retirement Planning, Family Systems and Governance, Business Planning, Investment Management
Fee-Only financial planner located in New York, NY, serving clients locally and across the country
Ally Ayers
CFP®, CSLP, EA
Brooklyn FI
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Brooklyn, NY, serving clients locally and across the country
Ryan Berkeley
AIF®, APMA®
S.E.E.D. Planning Group
Binghamton, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Binghamton, NY, serving clients locally and across the country
Liz Sylvan
CFP®, CDFA®
Cultivating Wealth
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Divorce Financial Analysis
Fee-Only financial planner located in Brooklyn, NY, serving clients locally and across the country
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
Fee-Only financial planner located in New York, NY, serving clients locally and across the country
Gabriel Kaplan
CFP® CPA
Wealth Habits
New York, NY
Specialties: Integrated Financial Planning, Investment Management, Tax Planning
Fee-Only financial planner located in New York, NY, serving clients locally and across the country
Kerry Mayo
CFA, CFP®
Capital Financial Advisors of New York, LLC
Clifton Park, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Serving the Capital District of New York State and clients throughout the USA
Paul Stagias
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 Financial Planner located in New York, NY and serving clients 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.
Michael Schupak
CFP®, EA
Schupak Financial Advisors
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Cash Flow Planning, Tax Planning
I work with all of my clients on an ongoing basis. This enables us to build a deeper and evolving relationship, resulting in a more customized and what I believe to be a superior experience vs. larger traditional firms.
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
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.
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
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
J. Brent Beene
CFP®, MS
RegentAtlantic
New York, NY
Specialties: Wealth Management, Investment Management, Complex Wealth Situations, Tax Planning, Generational Wealth Planning
Accepting Clients with at Least $1 Million of Investable Assets
Fred Costantino
CFP®, AIF®, CPM®, CRPC®
S.E.E.D. Planning Group
Binghamton, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Binghamton, 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
Sara Stanich
CFP®, CDFA®, MBA
Cultivating Wealth
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Investment Management, Divorce Financial Planning, Retirement Planning, Tax Planning
Fee-Only financial planner located in Montauk, NY, serving clients locally and across the country
Michael Graves
CFP®
S.E.E.D. Planning Group
North Syracuse, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in North Syracuse, NY, serving clients locally and across the country
David Sterman
CFP®
Huguenot Financial Planning
New Paltz, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in New Paltz, NY, serving clients locally and across the country
Matthew Masterson
CFP®, CPWA®
RegentAtlantic
New York, NY
Specialties: Wealth Management, Investment Management, Complex Wealth Situations, Tax Planning, Generational Wealth Planning
Accepting Clients with at Least $1 Million of Investable Assets
Jeffrey Feldman
CFP®, PhD
Rochester Financial Services
Pittsford, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor located in Pittsford, NY and serving the Rochester, NY area.
Ryan Carney
Winthrop Partners
Buffalo, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Buffalo, NY, serving clients locally and across the country
Brian Sheahen
CPA, CFP®, MST
Hudson Oak Wealth Advisory
New York, NY
Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Comprehensive Tax Planning, Equity Compensation Planning, Trust & Estate Planning, Retirement Income Planning, College Education Planning, Risk Management Planning
Fee-Only financial planner & advisor located in Hoboken, NJ, & New York City, serving clients locally and across the country
Paul Sydlansky
CFP®, MBA
Lake Road Advisors, LLC
Ithaca, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only Financial Planner working with clients throughout the country
Anthony Farella
CFP®
Rockbridge Investment Management
Syracuse, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Syracuse, NY, 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.
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
James Ciprich
CFP®, MBA
RegentAtlantic
New York, NY
Specialties: Wealth Management, Investment Management, Complex Wealth Situations, Tax Planning, Generational Wealth Planning
Accepting Clients with at Least $1 Million of Investable Assets
David Spungen
RegentAtlantic
New York, NY
Specialties: Wealth Management, Investment Management, Complex Wealth Situations, Tax Planning, Generational Wealth Planning
Accepting Clients with at Least $1 Million of Investable Assets
Steven Elwell
CFP®
Level Financial Advisors
Amherst, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Charitable Gift Planning, Cash Flow Planning
I am a CERTIFIED FINANCIAL PLANNER™ professional who specializes in helping clients create cash flow from their savings with tax efficient withdrawal strategies to ensure they don't run out of money in retirement.
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
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 Financial Planner located in New York, NY and serving clients 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.
Cristina Guglielmetti
CFP®, EA
Future Perfect Planning
Brooklyn, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Brooklyn, NY and serving clients nationwide
Peyton Hawkes
AIF®
Hawkes Wealth Management
Binghamton, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Binghamton, NY and Serving Clients Nationwide
Chris Jennings
CFP®
Heron Wealth - NYC & Westchester
New York, NY
Specialties: Mega Backdoor Roth, Traditional vs Roth 401k and conversion strategies, Stock options and awards (ISOs, RSUs, etc.), Investment Management, Tax Planning
Fiduciary advisor with office locations in NYC & Westchester, including Midtown Manhattan and Bronxville Village in Westchester County.
Jack Kirshenbaum
Starlight Wealth Management
Monsey, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Monsey, NY, serving clients locally and across the country
Bill Holliday
CFP®, AIF®, CSRIC®™
AIO Financial
Rochester, NY
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Socially Responsible Investing, Tax Planning
Fiduciary Fee-Only Financial Planner serving clients in Phoenix, AZ; Los Angeles, CA; Las Vegas, NV; Palm Springs, CA; Honolulu, HI; El Paso, TX; Tucson, AZ; and nationwide. Specializing in retirement planning and impact investing.
James J. Suazo
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
Lesley Draper
CFP®, CTFA
RegentAtlantic
New York, NY
Specialties: Wealth Management, Investment Management, Complex Wealth Situations, Tax Planning, Generational Wealth Planning
Accepting Clients with at Least $1 Million of Investable Assets
Dan D'Andreano
CFP®, ChFC®
S.E.E.D. Planning Group
North Syracuse, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in North Syracuse, NY, serving clients locally and across the country
Scott Weiss
RICP®, CRPC®, AAMS®, AWMA®, APMA®, CMFC®, FSCP®, CAS™
Weiss Financial Group
Mahopac, NY
Specialties: Retirement Planning, Portfolio Management, Retirement Income Planning, Sudden Money Situations, 401(k)s and IRAs
Scott is a Fee-Only Financial Planner serving the entire Putnam and Dutchess Counties, NY region (Mahopac, Brewster, Poughkeepsie, Fishkill, Danbury, CT).
Andrew Kleinberg
CFA®, CFP®
Grand Central Financial Planning
Long Island City, NY
Specialties: Investment Advice, Comprehensive Financial Planning, Tax Planning, College Education Planning, Retirement Income Planning
Fee-Only financial planner located in New York City, serving clients locally and across the country
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
Jane Newton
CFP®, MBA
RegentAtlantic
New York, NY
Specialties: Wealth Management, Investment Management, Complex Wealth Situations, Tax Planning, Generational Wealth Planning
Accepting Clients with at Least $1 Million of Investable Assets
Stacy Francis
CFP®, CDFA®, CES™
Francis Financial
New York, NY
Specialties:
Fee-Only Financial Planner located in New York, NY and serving clients 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.
Jeffrey Boyer
CFP®
RegentAtlantic
New York, NY
Specialties: Wealth Management, Investment Management, Complex Wealth Situations, Tax Planning, Generational Wealth Planning
Accepting Clients with at Least $1 Million of Investable Assets
James Lee
CFP®
Lee Investment Management LLC
Saratoga Springs, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving the Capital District of NY and clients nationwide.
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
Andrea Vaioli
AIF®,BFA™
S.E.E.D. Planning Group
Binghamton, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Binghamton, NY, serving clients locally and across the country
Travis Maus
AIFA®, CEPA
S.E.E.D. Planning Group
Binghamton, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Binghamton, NY, 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.
George Stapleton
RegentAtlantic
New York, NY
Specialties: Wealth Management, Investment Management, Complex Wealth Situations, Tax Planning, Generational Wealth Planning
Accepting Clients with at Least $1 Million of Investable Assets
Anthony Ogorek
CFP®
Ogorek Wealth Management, LLC
Williamsville, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Williamsville, NY, serving clients throughout Buffalo, NY and across the country
Annie McQuilken
MS, CFP®
Forever Financial Advisors
Fairport, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor specializing in intergenerational wealth
Jeff Chase
S.E.E.D. Planning Group
North Syracuse, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in North Syracuse, NY, serving clients locally and across the country
Patrick Rohe
CFP®
Rockbridge Investment Management, LLC
Syracuse, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Syracuse, NY, serving clients locally and across the country
Philip Capell
CFP®, JD, MS in Tax
Piermont Wealth Management Inc.
Melville, NY
Specialties: Retirement Planning, Investment Management, Comprehensive Financial Planning
Financial Advisor providing retirement and investment solutions with offices located in Melville, Long Island, Manhattan and Boca Raton.
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.
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
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
Melissa Weisz
CFP®, CFA®
RegentAtlantic
New York, NY
Specialties: Wealth Management, Investment Management, Complex Wealth Situations, Tax Planning, Generational Wealth Planning
Accepting Clients with at Least $1 Million of Investable Assets
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
Christopher Congema
CFP®
Landmark Wealth Management, LLC
Melville, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner with an SEC Registered Investment Advisory firm
Joyce Streithorst
CFP®, MSFS, CDFA®
Frisch Financial Group, Inc.
Melville, 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
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.
James Sonneborn
CFP®, CFA®, CDFA®, MBA
RegentAtlantic
New York, NY
Specialties: Wealth Management, Investment Management, Complex Wealth Situations, Tax Planning, Generational Wealth Planning
Accepting Clients with at Least $1 Million of Investable Assets
Maura Griffin
CFP®, MBA, CDFA®
Blue Spark Capital Advisors
New York, NY
Specialties: Retirement Income Planning, Investment Management, Comprehensive Financial Planning, We have a $1 million minimum account size.
Fee-Only Financial Planner serving women in New York City and the Berkshires
Simon Brady
CFP®
Anglia Advisors
Valley Stream, NY
Specialties: Personal finance consulting, Investment management strategy, Foreign nationals in the US, Post-divorce planning, Retirement planning, Estate planning, Evidence-based philosophy
Fee-only financial CERTIFIED FINANCIAL PLANNER™ professional in New York, serving younger individuals, couples and families in their 20s, 30s and early 40s, foreign nationals living and working in the US and those faced with "suddenly-single" situations.
Jake Morris
CFP®
Fun Financial
Rhinebeck, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Rhinebeck, NY, serving clients locally and across the country
James Grennen
MBA, CFP®, EA, AIF®
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 entire region.
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
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 Pennington NJ Serving Princeton, Flemington, Hunterdon, Mercer & Bucks Co., and clients nationwide
David Frisch
CFP®, CPA, PFS
Frisch Financial Group, Inc.
Melville, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning
Fee Only Financial Planner Located in New York City, Melville, NY, White Plains, NY, and Tampa, FL serving Clients Nationwide
Nicholas J. Scheibner
CFP®
Baron Financial Group, LLC
New York, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Special Needs Planning
Fair Lawn, NJ fee-only financial planner, with additional meeting sites in Morristown, NJ and New York City
Kevin Sullivan
CFP®
Rockbridge Investment Management, LLC
Syracuse, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Syracuse, NY, serving clients locally and across the country
Kimerly Polak Guerrero
CFP®, RICP®, MBA, Accredited Investment Fiduciary®, Real Fiduciary™ Advisor
Polero ICE Advisers LLC
New York, NY
Amy Irvine
CFP®, MPAS®, EA, CCFC
Rooted Planning Group (AKA Irvine Wealth Planning Strategies, LLC)
Corning, NY
Geoffrey Wells
Syracuse, 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)
