Fee-Only Financial Advisors in Syracuse, 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 Syracuse, 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 Syracuse, NY Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

Ryan Berkeley

AIF®, APMA®

S.E.E.D. Planning Group

Syracuse, NY

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

Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.

I can work with clients anywhere!

Jessica Blake

S.E.E.D. Planning Group

Syracuse, NY

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

Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.

I can work with clients anywhere!

Travis Maus

AIFA®, CEPA

S.E.E.D. Planning Group

Syracuse, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Socially Responsible Investing , Estate and Complex Family Planning

Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.

I can work with clients anywhere!

Kevin McCarter

S.E.E.D. Planning Group

Syracuse, NY

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

Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.

I can work with clients anywhere!

Fred Costantino

CFP®, AIF®, CPM®, CRPC®

S.E.E.D. Planning Group

Syracuse, NY

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

Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.

I can work with clients anywhere!

Dan Kain

S.E.E.D. Planning Group

Syracuse, NY

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

Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.

I can work with clients anywhere!

Hannah Burchell

S.E.E.D. Planning Group

Syracuse, NY

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

Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.

I can work with clients anywhere!

Jamie Roths

S.E.E.D. Planning Group

Syracuse, NY

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

Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.

I can work with clients anywhere!

Jeff Chase

S.E.E.D. Planning Group

Syracuse, NY

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

Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.

David Carroll

CFP®

Rockbridge Investment Management, LLC

Syracuse, NY

Ethan Gilbert

CFP®, CFA®

Rialto Wealth Management

Syracuse, NY

Patrick Rohe

CFP®

Rockbridge Investment Management, LLC

Syracuse, NY

Anthony Farella

CFP®

Rockbridge Investment Management

Syracuse, NY

Kevin Sullivan

CFP®

Rockbridge Investment Management, LLC

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)

    NAPFA Consumer Tools PDF

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