Fee-Only Financial Planners in New York

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:

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

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

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

Zach DeBottis

Rockbridge Investment Management, LLC

Syracuse, NY

Stephanie Genkin

My Financial Planner, LLC

Brooklyn, NY

Meredith Briggs

Taconic Advisors, Inc.

Poughkeepsie, NY

Nick Jensen

Silvo Planning LLC

Baldwinsville, NY

Susan Middleton

Counsel Fiduciary, LLC

New York, NY

Ross Wolfe

Altfest Personal Wealth Management

New York, NY

Svetlin Krastev

Black Sea Gold Advisors

Kingston, NY

Annette Clearwaters

Clarity Investments + Planning LLC

Mount Kisco, NY

Daniel Kimeldorf

Altfest Personal Wealth Management

New York, NY

Mark Wyand

Layline Advisors, LLC

Rochester, NY

Robert Hayden

Total Alignment Wealth Advisors, LLC

New York, NY

Christopher Haigh

Iconoclastic Capital Management LLC

Rochester, NY

John Belluardo

Stewardship Financial Services, Inc.

Dobbs Ferry, NY

Brian Zdrowak

Buckingham Strategic Wealth

Orchard Park, NY

J. Marc Vorchheimer

Integrated Financial Consulting

Airmont, NY

Raj Prashad

CFP®, CLU®, ChFC®, EA

Eagle Tax Planning & Advisory Grp. LLC

North Baldwin, NY

Scott Welikey

Welikey Financial Planning, LLC

Smithtown, NY

Walton Williams

Capital Financial Advisors of New York, LLC

Clifton Park, NY

Carolyn Yun

Altfest Personal Wealth Management

New York, NY

John Henry Low

Knickerbocker Advisors Inc.

Pine Plains, NY

Kelly Metzler

Altfest Personal Wealth Management

New York, NY

Thomas Bridges Dickey

Altfest Personal Wealth Management

New York, NY

C. E. Scott Brewster

CFP®, MBA, EA

Brewster Financial Planning LLC

Brooklyn, NY

Samuel Deane

Deane Financial Partners, Inc.

Roosevelt, NY

Marisa Rothstein

Baker Avenue Asset Management

New York, NY

Frederick Deyeso

financial filosophy

New York, NY

Ronald Roge

R.W. Roge & Company, Inc.

Bohemia, NY

Laurie Girsky

G-Squared Advisory LLC

Mamaroneck, NY

Ronald Plaine

RLP Financial Mgt.

Schenectady, NY

Sophia Bera

Gen Y Planning LLC

New York, NY

Jason Sacks

CFP®, CFS

Frisch Financial Group, Inc.

Melville, NY

Rebekah Eason

Rooted Planning Group

Corning, NY

David Kressner

Altfest Personal Wealth Management

New York, NY

Ethan Gilbert

CFP®, CFA

Rockbridge Investment Management, LLC

Syracuse, NY

Josefine Teneback Cays

CFA, CFP®

Bridgewater Advisors Inc.

New York, NY

Mallon FitzPatrick

CFP®

Safran Wealth Advisors

New York, NY

Katrina Welker

Rooted Planning Group

Avoca, NY

Anne Chernish

CFP®

Anchor Capital Management, LLC

Newfield, NY

Ekta Patel

Altfest Personal Wealth Management

New York, NY

Anthony DeVito

ADV Investment Management

New Rochelle, NY

Thomas Ausfahl

Greystone Wealth Advisors LLC

Rye Brook, NY

Jai Ramsawak

Magis Group, Inc.

Tarrytown, NY

Daniel Ryan

CFP®

Sincerus Advisory

New York, NY

Arthur Robertson

Third Eye Advisors

Brooklyn, NY

Rachel Sloan

Sloan Advisory Group, Inc.

Glens Falls, NY

Jim Troyan

CFP®

Capital Financial Advisors of New York, LLC

Clifton Park, NY

Steven Copeland

Safe Harbor Financial Planning

Bronxville, NY

Cindy Sterling

Sterling Financial Planning

New York, NY

Maureen Whelan

Whelan Financial Planning

Peekskill, NY

Andrew Almeida

CFA, CFP®

Almeida Investment Management

Islandia, NY

James Bassett

Altfest Personal Wealth Management

New York, NY

Kay Conheady

Apropos Financial Planning

Rush, NY

Jane Holt Weber

CFP®

Bridgewater Advisors Inc.

New York, NY

Tracy Sherwood

CFP®

Sherwood Financial Management

Clarence, NY

Jared Paul

Capable Wealth

Albany, NY

Julie Sciandra

CFP®, MBA

Capital Financial Advisors of New York, LLC

Clifton Park, NY

Robert Paul

Joel Isaacson & Co., LLC

New York, NY

Ian Harvey

Bridgewater Advisors Inc.

New York, NY

Sivaparvati Thagirisa

MBA

Map to Your Wealth LLC

Glen Oaks, NY

Joel Isaacson

CFP®

Joel Isaacson & Co., LLC

New York, NY

Shawn Gallagher

CFP®, CRPC®

Frisch Financial Group, Inc.

Melville, NY

Scott Kahan

Financial Asset Management Corp

Chappaqua, NY

Tamara Witham

CFP®, CFA®

GreenLife Advisors, LLC

Harrison, NY

Amy Irvine

CFP®, MPAS®, EA, CCFC

Rooted Planning Group (AKA Irvine Wealth Planning Strategies, LLC)

Corning, NY

Tom Fredrickson

Garrett Investment Advisors, LLC

Brooklyn, NY

Steven Novack

Altfest Personal Wealth Management

New York, NY

Cindy Golub

G-Squared Advisory LLC

Mamaroneck, NY

Narumi Yoshida

CPA/PFS, CFP®, EA

Yoshida Wealth Management, Inc.

New York, NY

Hannah Ursillo

Joel Isaacson & Co., LLC

New York, NY

Gregory Fetters

Adirondack Asset Management, LLC

Lake Placid, NY

Keith Weiss

Weiss Financial Group

Mahopac, NY

Matthew Hague

Guide Wealth Management

New York, NY

Michael Angelucci

Angelucci Wealth Management, LLC

Snyder, NY

Geoffrey Wells

Syracuse, NY

Jake Morris

CFP®

FUN FINANCIAL

Rhinebeck, NY

Dan Duca

Altfest Personal Wealth Management

New York, NY

Corey Peterson

Great Hill Advisory

Port Washington, NY

Richard McCormack

CFP®, RICP®

School of Personal Finance

Yorktown Heigths, NY

Zachary McGill

Joel Isaacson & Co., LLC

New York, NY

Louise Bryant

Financial Spyglass®

Rye, NY

Michael Woloch

Financial Strategy Advisors LLC

New York, NY

Chelsea Ransom-Cooper

Baker Avenue Asset Management

New York, NY

Charles "Chip" Simon

Taconic Advisors, Inc.

Poughkeepsie, NY

Jan Pevzner

Gotham Block, LLC

New York, NY

Ian Post

CFA,CFP®

Fifth Set Investment Advisors LLC

Larchmont, NY

Tracey Johnson

Blue Flag Planning LLC

New York, NY

David Carroll

CFP®

Rockbridge Investment Management, LLC

Syracuse, NY

Brian Cummins

Joel Isaacson & Co., LLC

New York, NY

Gabriel Markiz

Portland Financial Advisors, Inc.

Port Washington, NY

Gerard Barrasso

United Financial Planning Group, LLC

New York, NY

Jonathan Elks

Boerum Hill Financial Advisors, LLC

Brooklyn, NY

Ilan Folman-Cohen

Joel Isaacson & Co., LLC

New York, NY

Robert McKenna

RJM Investments

Delmar, NY

Matthew Ricks

Haystack Financial Planning

New York, NY

Benjamin Lake

Altfest Personal Wealth Management

New York, NY

Gary Link

Red Lighthouse Investment Mgmt

New York, NY

Ryan Graham

Altfest Personal Wealth Management

New York, NY

Jim Marrocco

CFP®, CFA®

Thinking Big Financial

New York, NY

Joseph Raimond

Raimond Wealth Management LLC

Getzville, NY

Allison Vanaski

Arcadia Wealth Management

Smithtown, NY

Stanley Altmark

Joel Isaacson & Co., LLC

New York, NY

Lu Han

1919 Investment Counsel

New York, NY

William Prendergast

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

Timothy Clark

Greystone Wealth Advisors LLC

Rye Brook, NY

Joanne Marion

Marion Financial Advisors

Yorktown Heights, NY

Paul Corr

Capital Financial Advisors of New York, LLC

Clifton Park, NY

  • Refine Your Search

      Search By Zip Code or City


    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

Outdated Browser Detected!

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

Download a newer browser