Fee-Only Financial Advisors in Saratoga Springs, NY

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Saratoga Springs, NY area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every Saratoga Springs, NY Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

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

James J. Williams

CFP®, MBA

Williams Financial, LLC

Saratoga Springs, NY

Specialties: Integrated Wealth Management, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only financial planner with offices in Saratoga Springs, NY and Bennington, VT, serving clients locally and across the country virtually.

Erik Nero

CFP®, CCFC

First Step Wealth Planning, LLC

Gansevoort, NY

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

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

James Lee

CFP®, CRPC®, AIF®

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.

Cynthia Zalewsky

CFP® CIS

Saratoga Investment Solutions Inc.

Saratoga Springs, 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)

    NAPFA Consumer Tools PDF

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