Advice only financial planners in New York
Advice only planners don't manage your money and don't charge a percentage of assets. You pay for the advice, nothing else.
36 firms in New York that filed as advice only financial planners publish dollar fees in their brochures. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $300/hr | $240-$375/hr | 31 firms |
| Flat or project fee | $3,000 | $1,500-$6,000 | 19 firms |
| Annual retainer | $7,775/yr | $3,465-$12,000/yr | 8 firms |
Advice only financial planners in New York and their published fees
36 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Better Wealth Advisory LLCNew York | $200-$300/hr | $300-$1,200 | $250-$500/mo |
| Clemons Financial Education CompanyFairport | $250-$500/hr | $1,500-$7,500 | Not published |
| Comberiate, Leonard B.Ossining | $100/hr | Not published | Not published |
| Comprehensive Wealth Management Group, LLCStaten Island | $300/hr | Not published | Not published |
| David's Planning Services, LLCEastchester | $175-$250/hr | $500-$5,000 | Not published |
| Debanyfinancial Group, LLCTarrytown | $250/hr | $1,500 | Not published |
| Diamond NesteggScarsdale | $750/hr | $25,000 | $12,000/yr |
| Far FinancialBrooklyn | $300/hr | $5,000-$7,000 | Not published |
| Frasca & Associates LLCNew York | $200-$400/hr | Not published | Not published |
| Future Proof Consulting Group LLCWhite Plains | $150/hr | $1,500 | $99-$349/mo |
| G-Squared Advisory LLCMamaroneck | $400/hr | Not published | Not published |
| Glenview Wealth LLCNew York | $500/hr | $5,000 | Not published |
| Grand Central Financial PlanningNew York | $450/hr | Not published | Not published |
| Hannigan Financial, LLCBrooklyn | $250/hr | Not published | Not published |
| Horizon Harvest Financial PlanningBrooklyn | $240/hr | $480-$6,000 | Not published |
| Hudson Delaware Planning LLCClinton Corners | Not published | $1,000-$5,000 | $375-$1,800/qtr |
| Huguenot Financial PlanningNew Paltz | $250-$300/hr | Not published | $750-$5,000/yr |
| Indieplan LLCChestnut Ridge | $330/hr | $8,750-$30,000 | $2,640-$4,290/yr |
| Labounty Financial PlanningPittsford | Not published | $2,500-$10,000 | $6,500-$15,000/yr |
| Landau Advisory LLCWhite Plains | Not published | $250 | Not published |
| Linden Financial Consultants, LLCRochester | $180/hr | Not published | Not published |
| M.b. Engdahl & Co.Jamestown | $275/hr | Not published | Not published |
| Money Grads, LLCNew York | $450/hr | Not published | Not published |
| Monterey Associates Financial Planning & EducationPelham | $200/hr | $1,200-$3,500 | Not published |
| My Financial Planner, LLCBrooklyn | $300/hr | Not published | Not published |
| PFS Planning LLCNew York | $350/hr | Not published | Not published |
| Phoenix-Veritas Wealth ManagementStaten Island | $100/hr | Not published | Not published |
| Rosemark Advisors, Inc.Bohemia | Not published | $500-$5,000 | Not published |
| Ryse Capital ManagementBrockport | $500/hr | $5,000-$12,000 | $10,000-$12,000/yr |
| Shelterbelt AdvisorsRed Hook | $200/hr | $300-$900 | Not published |
| Sterling Financial PlanningNew York | $300/hr | Not published | $450-$800/mo |
| Stkeros Financial Planning, LLCNew York | $360/hr | Not published | Not published |
| The Capital Preserve, Inc.Tarrytown | $250/hr | $3,000 | Not published |
| The Compounding CoBaldwin | Not published | $1,995 | $100-$150/mo |
| Wilson Advisors, LLCMechanicville | $300-$600/hr | Not published | $5,000-$30,000/yr |
| ZZ Planning LLCNew York | $350/hr | Not published | $4,800/yr |
No firms match these filters.
Also filed as advice only financial planners, without a published price (19)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Aboveboard Wealth Management, LLC, New York
- Aging Issues Management LLC, Hawthorne
- Birn Financial Inc, New York
- Capital Designs, Rochester
- Family Office Advisors LLC, New York
- Financial Strategy Advisors, LLC, Bayside
- Freedom Investments, Corp., New York City
- Heritage Advisory LLC, Woodbury
- JM Advisors, LLC, Albany
- Longwave Financial LLC, New York
- Lords Wealth, Nyack
- N.n.a.i.a, Syosset
- New York Financial Avp, LLC, New York City
- Ola-I Consulting, New York
- Peartree Advisory, Rochester
- Pinnacle Wealth Strategies, LLC, Albany
- Progressive Financial Planning Services Inc., Melville
- The Educator's Advisor, Bay Shore
- Tuttle Financial Services, LTD., New York