Flat fee financial advisors in New York
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in New York is $4,500, from 244 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,400-$7,500. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $4,500 | $2,400-$7,500 | 244 firms |
Flat fee financial advisors in New York and their published fees
244 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Auriex Wealth Advisors LLCNew York | Not published | $1-$2,000 | $200-$500/mo |
| Cornell Pochily Investment Advisors, Inc.Ithaca | $150-$350/hr | $100-$10,000 | Not published |
| Focused Wealth Management, Inc.Newburgh | $150/hr | $100-$1,000 | Not published |
| Highland Wealth Advisory LLCRochester | $300/hr | $100-$5,000 | Not published |
| Rock Ridge Wealth LLCSackets Harbor | Not published | $100-$24,000 | Not published |
| Zebra Crossing Asset Management LLCNew York | Not published | $100-$5,000 | Not published |
| Hyjc Capital of WnyLakeville | Not published | $150-$2,650 | Not published |
| Samalin WealthChappaqua | Not published | $175-$10,000 | Not published |
| Prentice Wealth Management LLCRochester | $300/hr | $195-$25,000 | $2,500/mo |
| Mcbride FinancialGlen Cove | Not published | $200-$2,000 | Not published |
| Adirondack Retirement StrategiesMoreau | Not published | $250-$2,000 | Not published |
| Awoye Capital, LLCBay Shore | Not published | $250-$10,000 | Not published |
| Beekman Financial Planning LLCNew York | $250/hr | $250-$10,000 | Not published |
| Castfirm Advisors LLCGarden City | Not published | $250-$1,000 | Not published |
| Crystal Brook AdvisorsMt. Sinai | Not published | $250-$5,000 | Not published |
| Even Keel AdvisorsSaratoga Springs | $290/hr | $250-$12,000 | $400-$1,000/mo |
| Landau Advisory LLCWhite PlainsNo AUM fee | Not published | $250 | Not published |
| Network Investment Advisors IncorporatedCommack | $100-$250/hr | $250-$2,500 | $250-$500/yr |
| Sterling Manor Financial, LLCSaratoga Springs | $75-$250/hr | $250-$2,000 | Not published |
| Stone Oak Capital LLCRochester | Not published | $250-$2,500 | Not published |
| Wesfair Advisory Group, Inc.Chappaqua | $100-$400/hr | $250-$5,000 | Not published |
| Astoria Portfolio Advisors LLCNew York | $300/hr | $300-$50,000 | Not published |
| Better Wealth Advisory LLCNew YorkNo AUM fee | $200-$300/hr | $300-$1,200 | $250-$500/mo |
| GPS Financial, LLCPittsford | $300/hr | $300 | Not published |
| Shelterbelt AdvisorsRed HookNo AUM fee | $200/hr | $300-$900 | Not published |
| Modoo Strategy LLCGreat Neck | $350/hr | $350-$30,000 | $1,400-$30,000/yr |
| Monthie Wealth AdvisorsLatham | $150-$375/hr | $350-$10,000 | Not published |
| Quint Investments and InsuranceWappingers Falls | $200-$300/hr | $350-$1,500 | Not published |
| Twelve Two Capital LLCBrooklyn | $250-$400/hr | $400-$5,000 | Not published |
| Hudson View Advisors, LLCCroton-on-hudson | $150-$300/hr | $450-$5,000 | Not published |
| Ithaka Strategic PartnersKings Park | Not published | $450 | $200-$500/mo |
| Horizon Harvest Financial PlanningBrooklynNo AUM fee | $240/hr | $480-$6,000 | Not published |
| Albanyadvisor Group LLCAlbany | Not published | $495 | Not published |
| Dutch Asset CorporationSelkirk | $300/hr | $495-$25,000 | $100-$300/mo |
| Abby Advisors LLCDobbs Ferry | $250/hr | $500 | Not published |
| Allsquare Wealth Management, LLCAlbany | $100-$300/hr | $500-$2,000 | Not published |
| AtwobKatonah | $200/hr | $500-$5,000 | $75/mo |
| Barbara J. Bouchey Asset Management, Inc.Saratoga Springs | $100-$250/hr | $500-$2,500 | Not published |
| Blue Elm AdvisorsHolmes | $250/hr | $500-$2,500 | $100-$500/mo |
| Capable Wealth, LLCLatham | $300/hr | $500-$35,000 | Not published |
| CFM Advisors IncHauppauge | Not published | $500-$2,500 | Not published |
| Comfort Capital ManagementLivonia | Not published | $500-$6,000 | Not published |
| Compound Planning, Inc.New York | $100-$500/hr | $500-$10,000 | Not published |
| Countryside Financial LLCWilliamsville | $250/hr | $500-$2,500 | Not published |
| David's Planning Services, LLCEastchesterNo AUM fee | $175-$250/hr | $500-$5,000 | Not published |
| Delaware Avenue Advisors Inc.Buffalo | $90-$150/hr | $500-$2,500 | $2,500/yr |
| Dubois Capital Management LLCSaratoga Springs | Not published | $500-$5,000 | Not published |
| Educated Financial PlanningAstoria | $350/hr | $500-$6,000 | Not published |
| Elevation Investment ConsultingRochester | Not published | $500-$2,000 | Not published |
| Eudaimonia WealthBuffalo | $300/hr | $500-$10,000 | $150-$500/mo |
| Florian Financial Group LLCWilliamsville | Not published | $500-$2,000 | Not published |
| Framework WealthBronx | $500/hr | $500-$10,000 | $1,000-$20,000/mo |
| Greyhawk Advisors LLCNew York | Not published | $500-$1,500 | Not published |
| Iconoclastic Capital Management LLCRochester | Not published | $500-$10,000 | $6,000/yr |
| Marshall + Sterling Wealth Advisors, Inc.Poughkeepsie | Not published | $500-$10,000 | Not published |
| N Financial PlansHuntington | $500-$1,000/hr | $500-$20,000 | Not published |
| Next Pronto Capital AdvisorsNew York | $200-$500/hr | $500-$10,000 | Not published |
| O'gorman Asset Management, Inc.Valley Cottage | $200/hr | $500-$3,000 | Not published |
| Onyx Bridge Wealth Group LLCTarrytown | Not published | $500-$10,000 | Not published |
| Piano Wealth ManagementVictor | $250/hr | $500-$2,500 | Not published |
| Pivotal Financial Services, Inc.Melville | $350/hr | $500-$5,500 | Not published |
| Premier Wealth Advisors, LLCNew York | $200-$500/hr | $500-$15,000 | Not published |
| Regenesys Capital Management LLCNew York | $300/hr | $500-$50,000 | Not published |
| Rosemark Advisors, Inc.BohemiaNo AUM fee | Not published | $500-$5,000 | Not published |
| Sibir Investment AdvisorsLatham | Not published | $500-$1,500 | Not published |
| Sip Financial ServicesGlenville | $150-$250/hr | $500-$5,000 | Not published |
| Snyder Wealth GroupMedford | $200-$300/hr | $500-$5,000 | Not published |
| Stackwealth LLCNew York | $350/hr | $500-$20,000 | $5,000-$12,000/yr |
| Sylo PlanningBrooklyn | $375/hr | $500 | Not published |
| Taher Financial PlanningBrooklyn | $100-$300/hr | $500-$2,000 | $50-$300/mo |
| Target Rock Wealth Management, LLCNew York | $375/hr | $500-$1,000 | $200-$2,000/mo |
| Tekmen Wells LLCNew York | $600/hr | $500-$10,000 | Not published |
| Twin Tiers Consulting, LLCPainted Post | Not published | $500-$5,000 | Not published |
| Wealthnest Capital Inc.Staten Island | Not published | $500-$2,500 | Not published |
| West Village WealthBrooklyn | Not published | $500-$5,000 | $100-$1,200/mo |
| Clarity Investments + Planning LLCMount Kisco | $300/hr | $600-$4,000 | Not published |
| Map To Your Wealth LLCFloral Park | Not published | $600 | $140/mo |
| Wny Asset Management, LLCWilliamsville | $150-$350/hr | $600-$30,000 | Not published |
| Minichmacgregor Wealth Management, LLCSaratoga Springs | $200-$300/hr | $750-$5,000 | Not published |
| Rise Advisors, LLCRochester | $200-$400/hr | $750-$25,000 | Not published |
| Sa Asset Management, Inc.Woodbury | Not published | $750-$2,500 | Not published |
| The Butler Group LLCNew York | Not published | $750-$2,500 | Not published |
| Kpoint Capital LLCManhasset | $400/hr | $800-$16,000 | Not published |
| Blue Jean Financial LLCAlbany | Not published | $900-$50,000 | Not published |
| Great Path PlanningGoshen | $275/hr | $950 | $2,500/qtr |
| About Time Financial PlanningRochester | Not published | $1,000-$2,000 | $700-$3,200/qtr |
| Accfox Capital LLCMonsey | Not published | $1,000-$10,000 | Not published |
| Amvoy WealthNew York | Not published | $1,000-$20,000 | Not published |
| Barak Asset Management LLCJamaica | $100-$300/hr | $1,000 | Not published |
| Brave Eagle Wealth ManagementNew York | $250/hr | $1,000 | Not published |
| Bridge Capital ManagementBrooklyn | $350-$500/hr | $1,000-$3,000 | Not published |
| Buffalo First Wealth Management, LLCWilliamsville | $250/hr | $1,000-$15,000 | Not published |
| Civitas Management LLCBrooklyn | Not published | $1,000-$10,000 | $250-$2,500/mo |
| Clearview Financial Planning, Inc.Southold | $200/hr | $1,000-$3,500 | Not published |
| Eden Advisory Services, LLCAlbany | $80-$300/hr | $1,000-$5,000 | Not published |
| Garrison Phillips, LLCRye Brook | $300-$500/hr | $1,000-$7,500 | Not published |
| HHL Wealth Advisors Inc.Flushing | Not published | $1,000 | Not published |
| Hudson Delaware Planning LLCClinton CornersNo AUM fee | Not published | $1,000-$5,000 | $375-$1,800/qtr |
| Infiniti Wealth ManagementBrewster | $150-$300/hr | $1,000-$8,000 | $24,000-$36,000/yr |
| Integrated Wealth Management Solutions, LLCPort Chester | Not published | $1,000-$30,000 | Not published |
| Interstellar Wealth LLCSkaneateles | Not published | $1,000 | Not published |
| Milestones Private Investment Advisors LLCFairport | Not published | $1,000-$5,000 | Not published |
| Murphy & Mullick Capital Management CorpSmithtown | Not published | $1,000-$10,000 | Not published |
| Murphy Wealth Management GroupFishkill | Not published | $1,000-$2,000 | Not published |
| Optimus Wealth Management Group, Inc.Clifton Park | $250/hr | $1,000-$5,000 | $75-$1,000/mo |
| Padovani Asset ManagementSomers | Not published | $1,000-$10,000 | Not published |
| Palumbo Wealth Management LLCGreat Neck | Not published | $1,000-$5,000 | Not published |
| Ronald A. Bartlett & Associates, LTDFlushing | Not published | $1,000 | Not published |
| Spring Street WealthNew York | Not published | $1,000-$15,000 | Not published |
| Triple Play Planning, LLCAmherst | $250/hr | $1,000-$10,000 | Not published |
| Washington Square Capital Management LLCNew York | $300/hr | $1,000-$5,000 | Not published |
| Wieder Financial Corp.Yonkers | Not published | $1,000 | Not published |
| Taconic AdvisorsSaugertiesNo AUM fee | Not published | $1,100-$5,000 | Not published |
| CSD Financial LLCBrooklyn | $400/hr | $1,200 | $1,875/yr |
| Monterey Associates Financial Planning & EducationPelhamNo AUM fee | $200/hr | $1,200-$3,500 | Not published |
| Nuvern Wealth Advisors LLCNew York | $200/hr | $1,200-$5,250 | $2,500-$10,000/yr |
| Simmons Capital GroupHalfmoon | $250-$800/hr | $1,200-$7,500 | Not published |
| Advisor Financial Services, Inc.Chatham | $325/hr | $1,500 | Not published |
| Arch Global Advisors, LLCNew York | Not published | $1,500 | Not published |
| Capital Insights Group of Wny, LLC.Buffalo | $250/hr | $1,500-$3,000 | Not published |
| Clemons Financial Education CompanyFairportNo AUM fee | $250-$500/hr | $1,500-$7,500 | Not published |
| FMD Wealth Advisors LLCWhite Plains | $175-$600/hr | $1,500-$10,000 | Not published |
| Future Proof Consulting Group LLCWhite PlainsNo AUM fee | $150/hr | $1,500 | $99-$349/mo |
| Greenlife Advisors, LLCHarrison | $350/hr | $1,500-$10,000 | $3,500-$45,000/yr |
| Heller Wealth ManagementMelville | $150-$400/hr | $1,500-$5,000 | Not published |
| Highrock Capital Management Inc.Uniondale | Not published | $1,500-$5,000 | $129/mo |
| Magellan Financial Solutions LLCWarwick | $300-$500/hr | $1,500-$7,500 | $4,000-$25,000/yr |
| Mercury Financial AdvisorsAlbanyNo AUM fee | Not published | $1,500 | $4,000/yr |
| O'hara Wealth Management IncPort Jefferson Station | Not published | $1,500-$15,000 | Not published |
| Orchestral Financial Group Inc.Amherst | $125-$300/hr | $1,500-$10,000 | Not published |
| Prato Capital ManagementWhite Plains | $500/hr | $1,500-$10,000 | Not published |
| Private Client Asset Management, Inc.Massapequa | $150/hr | $1,500-$5,000 | Not published |
| Reagan Companies Asset Management, IncSyracuse | $150-$500/hr | $1,500 | Not published |
| Safe Harbor Asset Management, Inc.Huntington | $275/hr | $1,500-$5,000 | Not published |
| Silver Advisors, LLCNew York | Not published | $1,500-$25,000 | Not published |
| Sparrow Wealth ManagementMamaroneck | $300/hr | $1,500-$2,500 | Not published |
| Steward Advisors Group, LLCHalfmoon | $250/hr | $1,500-$7,500 | Not published |
| The Pinnacle Financial GroupRockville Centre | Not published | $1,500-$10,000 | Not published |
| United Financial Planning Group LLCHauppauge | Not published | $1,500-$15,000 | $1,500-$5,000/qtr |
| Weiss Financial Group LLCMahopac | Not published | $1,500 | Not published |
| Western New York Financial Group, LLCBuffalo | $200/hr | $1,500-$5,000 | Not published |
| D'arcangelo Financial Advisors, LLCPoughkeepsie | $100-$250/hr | $1,800-$3,500 | Not published |
| Prism Planning and Solutions GroupWhite Plains | Not published | $1,800-$12,000 | $100-$1,000/mo |
| Multigenerational.black Inc.New York | $830/hr | $1,995 | Not published |
| The Compounding CoBaldwinNo AUM fee | Not published | $1,995 | $100-$150/mo |
| Abaya Wealth Management LLCBuffalo | Not published | $2,000-$5,000 | Not published |
| Arcap Partners LLCPlainview | Not published | $2,000-$30,000 | Not published |
| DBM Planning, LLCMt. Kisco | Not published | $2,000-$5,000 | Not published |
| Financial Advisory NetworkScarsdale | $300/hr | $2,000-$5,000 | Not published |
| Genesee Capital Advisors, LLCAuburn | $200-$400/hr | $2,000-$15,000 | Not published |
| Guzhuna Asset ManagementNew York | $350/hr | $2,000-$25,000 | Not published |
| Keala AdvisorsNew York | $250/hr | $2,000-$10,000 | Not published |
| Legacy Edge AdvisorsSyosset | $200-$500/hr | $2,000-$25,000 | Not published |
| LT Advisors LLCNew City | $450/hr | $2,000-$10,000 | $3,750/yr |
| Peak Wealth ManagementSaratoga Springs | Not published | $2,000-$10,000 | Not published |
| Prospect Financial Services LLCMelville | Not published | $2,000-$10,000 | Not published |
| Re-Envision WealthNew York | $250-$1,000/hr | $2,000-$5,000 | $416-$5,000/mo |
| Stewardship Financial PlanningTarrytownNo AUM fee | Not published | $2,000-$6,000 | $2,000-$5,000/yr |
| Wharton Wealth Planning, LLCNew York | Not published | $2,000-$15,000 | Not published |
| Ewm AdvisoryBuffalo | $250/hr | $2,400 | $60-$275/mo |
| Moonbridge Financial Design, LLCRhinebeck | Not published | $2,400-$12,000 | $6,000/yr |
| S Conway Consulting, LLCIthaca | $300/hr | $2,400 | Not published |
| Calculated Financial Solutions, LLCCedarhurst | $475/hr | $2,500 | Not published |
| Circle Advisers IncNew York | $125-$500/hr | $2,500-$6,000 | Not published |
| Creative Wealth Builders, LLCWest Hempstead | $300/hr | $2,500-$10,000 | $1,000/yr |
| Derryrush WealthWest Sayville | Not published | $2,500-$25,000 | Not published |
| Ezana Capital Advisers, LLCBrooklyn | $300/hr | $2,500-$5,000 | $5,000-$25,000/yr |
| Federmann Financial Advisors Inc.Rocky Point | $325-$400/hr | $2,500-$15,000 | Not published |
| Flynn Zito Capital Management, LLCGarden City | $750/hr | $2,500-$10,000 | Not published |
| Ford Financial Solutions, LLCNew YorkNo AUM fee | $400/hr | $2,500 | $1,500/mo |
| Godfrey Financial Associates, Inc.Glenmont | Not published | $2,500 | Not published |
| Ihs Wealth Management LLCOyster Bay | $350-$750/hr | $2,500 | Not published |
| King Wealth Management Group, LLCSaratoga Springs | Not published | $2,500-$10,000 | Not published |
| Labounty Financial PlanningPittsfordNo AUM fee | Not published | $2,500-$10,000 | $6,500-$15,000/yr |
| Lamb Retirement Solutions LLCElizabethtown | Not published | $2,500-$5,000 | Not published |
| Loyal AdvisorsSouth Salem | $475/hr | $2,500-$10,000 | $625-$2,500/qtr |
| Manhattan Wealth Management GroupNew York | Not published | $2,500-$25,000 | Not published |
| Note Advisors, LLCBuffalo | $150-$350/hr | $2,500-$50,000 | Not published |
| O'bannon & Davis Inc.Williamsville | $250/hr | $2,500 | Not published |
| Prosus Wealth ManagementNew York | $400/hr | $2,500 | $10,000/yr |
| Rochester InvestmentsRochester | $250/hr | $2,500-$4,500 | Not published |
| Rockbridge Investment Management, LLCSyracuse | Not published | $2,500-$10,000 | Not published |
| Shufro, Rose & Co., LLCNew York | Not published | $2,500 | Not published |
| The Florio Wealth Management GroupWestbury | $200-$500/hr | $2,500-$50,000 | Not published |
| Hegarty Advisors, LLCGarden City | $400/hr | $2,800 | Not published |
| Adc Wealth Management, LLCMassapequa | Not published | $3,000 | Not published |
| Big Rock Advisors LLCSag Harbor | $250/hr | $3,000-$15,000 | Not published |
| Clarity AdvisorsBuffalo | $150/hr | $3,000 | Not published |
| DR. Jeff Finance, LLCRye Brook | Not published | $3,000-$9,000 | $250-$3,000/mo |
| Imperative Wealth PlanningEndwell | Not published | $3,000-$12,000 | Not published |
| Lake Road Advisors, LLCCorning | Not published | $3,000-$6,000 | $750-$2,000/qtr |
| Pelkonen and Associates LLCMelville | Not published | $3,000-$22,500 | Not published |
| Tendful Wealth PlanningRome | $250/hr | $3,000-$8,000 | $4,000-$10,000/yr |
| The Capital Preserve, Inc.TarrytownNo AUM fee | $250/hr | $3,000 | Not published |
| Yearwood FinancialNew York | Not published | $3,000-$7,000 | $1,250-$3,250/qtr |
| JWK FinancialLong Island CityNo AUM fee | $450-$600/hr | $3,500-$10,000 | $7,000-$15,000/yr |
| Sterling Advisory Services, LLCNew Rochelle | Not published | $3,500-$15,000 | Not published |
| Third Eye Associates, LTDRed Hook | $350/hr | $3,500-$6,000 | Not published |
| Angel Wealth AdvisorsAstoria | $360/hr | $3,600-$25,000 | $300-$1,500/mo |
| Merit Financial Partners LLCMaspeth | $475/hr | $3,800-$8,000 | Not published |
| Larrea Wealth ManagementNew York | Not published | $3,950-$20,000 | $87/mo |
| Cambridge Wealth Management, LLCCambridge | $300/hr | $4,000 | Not published |
| Fortrove PartnersNew York | Not published | $4,000-$30,000 | $1,250-$25,000/qtr |
| Sloan Advisory Group, Inc.Glens Falls | $325/hr | $4,500-$15,000 | Not published |
| EllevestNew York | Not published | $4,800 | Not published |
| Arcanum Capital Management LLCSyosset | Not published | $5,000 | Not published |
| Bone Fide WealthNew York | $550/hr | $5,000-$10,000 | Not published |
| Burns Matteson Capital Management, LLCCorning | $400/hr | $5,000-$8,000 | $3,500/yr |
| Carissima Capital LLCTroy | $250/hr | $5,000 | Not published |
| Complete AdvisorsValley Stream | $500/hr | $5,000 | Not published |
| Crescent Hill Partners LLCSaratoga Springs | Not published | $5,000-$50,000 | Not published |
| Far FinancialBrooklynNo AUM fee | $300/hr | $5,000-$7,000 | Not published |
| Glenview Wealth LLCNew YorkNo AUM fee | $500/hr | $5,000 | Not published |
| Happiness in RetirementSchenectady | Not published | $5,000 | Not published |
| Ifc Personal Money Managers, Inc.New YorkNo AUM fee | $250-$700/hr | $5,000 | $10,000-$65,000/yr |
| Integrity Advisory Partners LLCNew York | $200-$300/hr | $5,000-$50,000 | Not published |
| Investry, LLCScarsdale | $400/hr | $5,000-$10,000 | $400-$3,000/mo |
| Lucre Advisory LLCBronxville | Not published | $5,000 | Not published |
| Marrone Wealth ManagementNew York | $250/hr | $5,000 | $2,400/yr |
| Minerva Wealth AdvisoryNew York | $300/hr | $5,000 | Not published |
| Ryse Capital ManagementBrockportNo AUM fee | $500/hr | $5,000-$12,000 | $10,000-$12,000/yr |
| Sage Hill Advisory and Management LLCSaratoga Springs | Not published | $5,000-$500,000 | Not published |
| Stash Wealth, LLCNew York | Not published | $5,000 | $200/mo |
| Tuliptree AdvisorsRye | $1,000/hr | $5,000 | Not published |
| Willow Run AdvisorsNew York | Not published | $5,000-$50,000 | Not published |
| Eighty Rods AdvisorsLarchmontNo AUM fee | $325/hr | $6,000-$30,000 | $5,000-$30,000/yr |
| Lahontan Capital LLCAlbany | $500/hr | $6,000 | Not published |
| Emergent Wealth Advisors, LLCWilliamsville | Not published | $7,500 | Not published |
| Hive Retirement PlanningNew York | Not published | $7,500 | $10,000/yr |
| Li Wealth Management IncMelville | $250/hr | $7,500 | Not published |
| Safran Wealth Advisors, LLCNew York | Not published | $7,500-$40,000 | Not published |
| Luesink Stenstrom FinancialNew York | $700/hr | $8,000 | $2,000/qtr |
| Indieplan LLCChestnut RidgeNo AUM fee | $330/hr | $8,750-$30,000 | $2,640-$4,290/yr |
| Domain Money Advisors, LLCNew YorkNo AUM fee | $500/hr | $9,000 | Not published |
| Arista Advisory Group, LLCAlbany | $150-$295/hr | Up to $10,000 | Not published |
| Inside Edge Capital Management, LLCSaratoga Springs | Not published | $10,000 | Not published |
| Rosci Lamb, LLCNew York | $350/hr | $10,000 | Not published |
| Wander Financial Services, LLCNew York | $500/hr | $10,000 | $15,000/yr |
| Avrio Wealth LLCNew York | $600/hr | $12,500 | Not published |
| Vanik Capital LLCLagrangeville | $400/hr | $20,000 | Not published |
| Diamond NesteggScarsdaleNo AUM fee | $750/hr | $25,000 | $12,000/yr |
| LK Financial Planning LLCNew York | $250-$350/hr | Up to $25,000 | Not published |
| Stelac Advisory Services LLCNew York | Not published | $30,000 | Not published |
| Rockline Wealth Management LLCIslip Terrace | Not published | $50,000 | Not published |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (353)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- 4Thought Financial Group Inc., Syosset
- Adirondack Capital Advisors, LLC, Syracuse
- Affluence, Brooklyn
- Alphanso, Rochester
- Altfest Personal Wealth Management, New York
- American Centurion Financial LLC, New York
- American Financial & Tax Strategies, Inc., New York
- Anchor Capital Management, LLC, Ithaca
- Angel Light Capital, Forest Hills
- Anglia Advisors, Valley Stream
- Aspire Wealth Advisory Group, LLC, New York
- Attuned Wealth LLC, New York
- Beacon Financial Advisors, Rye Brook
- Blackdiamond Wealth Management, LLC, New York
- Boerum Hill Financial Advisors LLC, Brooklyn
- Bright Futures Wealth Management, LLC, Webster
- Broad Wealth Management, Inc., Rye
- Brooklyn Fi, LLC, Brooklyn
- Brooklyn Plans LLC, Beacon
- Calado Capital, New York
- Candace Shira Associates, LLC, Pittsford
- Citrin Cooperman Wealth Management, LLC, New York
- Cobblestone Wealth Advisors, Brooklyn
- Comprehensive Wealth Management Group, LLC, Staten Island
- Contessa Capital, New York
- Cordoba Advisory Partners LLC, New York
- Donnelly Financial Services, Rock Tavern
- Drawingboard Wealth Advisors, Williston Park
- Eagle Bay Family Office, New York
- Eagle Tax Planning & Advisory Group.llc, Ozone Park
- Eagle's Crest Advisors, LLC, Huntington
- Eureka Wealth Solutions, New York
- Fahey Financial, Buffalo
- Fiduciary First Advising, LLC, Rochester
- Fiduciary Management Group, LLC, New York
- Financial Boss, Plainview
- Financial Decisions, LLC, New York
- Financial Spyglass®, Rye
- Flores Wealth Planning, LLC, New York
- Followthru Planning Associates LLC, Brooklyn
- Four Corners Financial, Melville
- Frasca & Associates LLC, New York
- FSC Wealth Advisors, LLC, Fishkill
- G-Squared Advisory LLC, Mamaroneck
- Gold Coast Advisors, LLC, Port Washington
- Gotham Block, LLC, New York
- Grand Central Financial Planning, New York
- Hamewith Wealth, Pittsford
- Harbor Light Capital LLC, Webster
- Harper Capital Management, LTD., Cold Spring
- Haystack Financial Planning, Syosset
- Horizon Financial Advisors LLC, New York
- Howe and Rusling, Inc., Rochester
- Huguenot Financial Planning, New Paltz
- Hurley Capital, LLC, New York
- HV Capital Management, Montgomery
- Innovative Private Wealth Management Inc., Somers
- Institutional Investment Advisors Corp, New York
- Integrated Financial Consulting, LLC, Airmont
- J.j. Burns & Company, Melville
- Kane Financial, Waterville
- Keenan Private Wealth Management, New York
- Landmark Wealth Management, LLC, Melville
- Layline Advisors, Rochester
- Lee Slater + Associates, New York
- Leh Advisors LLC, Brooklyn
- Level Financial Advisors, Inc., East Amherst
- Lexion Capital Management LP, New York
- Lighthouse Wealth Management, LLC, Bronx
- Lumiere Financial, New York
- Magnifina, LLC, Bedford Hills
- Mark Andrew Paganelli, Pittsford
- Mcneill Capital, LLC, Saratoga Springs
- Mej Wealth Advisors LLC, Bayside
- Mendlstein Capital Holdings LLC, Sunnyside
- Meyer Handelman Company LLC, Rye Brook
- Moldenhauer & Associates, Orchard Park
- Money Grads, LLC, New York
- Mountain Pass Planning, Hopewell Junction
- My Financial Planner, LLC, Brooklyn
- Navwell Advisors, Garden City
- Next Capital Management LLC, New York
- Next Level Private LLC, Harrison
- North Woods Wealth Management, Buffalo
- Northlanding Financial Partners, LLC, Rochester
- Olson Tax & Financial Planning, Forest Hills
- Paramount Wealth Advisors, Buffalo
- Polero Ice Advisers, New York
- Pope Wealth Planning, LLC, Tarrytown
- Professional Financial, Pittsford
- Prosperity Advisory Group LLC, Victor
- Raimond Wealth Management LLC, Getzville
- Retirable, New York
- Rooted Planning Group, Corning
- Sanskar Advisors, Inc., Nyack
- Satovsky Asset Management LLC, New York
- School of Personal Finance, Yorktown Heights
- Seneca Financial Advisors LLC, Rochester
- Sheehan Financial Advisors, LLC, Brightwaters
- Shulman Demeo Asset Management, LLC, Lake Success
- South Pointe Advisors LLC, New York
- Stacey Braun Associates Inc, New York
- Sterling Financial Planning, New York
- Stkeros Financial Planning, LLC, New York
- The Affinity Group, LLC, Albany
- The Hajdari Group, LLC, Staten Island
- The True Prophets LLC, Staten Island
- The Wealthplan LLC, Great Neck
- Under Par Planning LLC, Buffalo
- Unified Retirement Planning Group, Briarcliff Manor
- United Asset Strategies Inc., Garden City
- Upkeep Financial, New York
- Us Wealth Management Advisors, LLC, New York
- Valorem LLC, New York
- Veneroso Wealth Management, Woodbury
- Versalife Advisors, Jamaica
- Voltz Asset Management Inc., Bay Shore
- Wealthspire Advisors, New York
- Westchester Wealth Management, South Salem
- Wilson Advisors, LLC, Mechanicville
- Wu Wealth Advisory, LLC, Jackson Heights
- Yields for You, LLC, Melville
- Yoshida Wealth Management, Inc., White Plains
- Zik, LLC, New York
- ZZ Planning LLC, New York
- 4Sight Advisors LLC, Nyack
- Aboveboard Wealth Management, LLC, New York
- Acanto, LLC, Pound Ridge
- Aces Advisors, New York
- Adirondack Financial Services Corp, Utica
- Aging Issues Management LLC, Hawthorne
- Amidon & Petersen Financials, LLC, Albany
- Ariston Advisors LLC, Garden City
- Ashford Advisors, LLC, Pittsford
- Atlas Meridian Capital LLC, New York
- Avestar Capital, LLC, New York
- Balfour Capital Management, Rochester
- BBR Partners, LLC, New York
- Beatrice Advisors LP, New York
- Bentham Wealth Advisors, Williamsville
- Betteredge Capital LLC, New York
- Beyond Wealth Management Group, LLC, New Paltz
- Birn Financial Inc, New York
- Blank Equity Management LLC, Port Washington
- Bloomschon CPAs LLC, Jericho
- Blue Horizon Equity, Inc., Pittsford
- Blue Square Asset Management, LLC, New York
- Bouchey Financial Group, LTD., Troy
- BPC Advisors LLC, East Syracuse
- Brazen Capital, LLC, New York
- Brewster Financial Planning LLC, Brooklyn
- Broadway Advisor Group, Albany
- Brooklawn Capital Advisors, New York
- Bruderman Private Wealth, Locust Valley
- C & C Financial Services, Inc., Great Neck
- Camba Capital, LLC, Port Jefferson Station
- Cambridge Advisors, LLC, Williamsville
- Cannell & Spears LLC, New York
- Capital Designs, Rochester
- Capital Financial Advisors of New York, LLC, Clifton Park
- Capstone Investment Financial Group, LLC, Webster
- Carswell Investments, LLC, East Syracuse
- Caruso Mclean & Co., Inc., Utica
- Central Park Financial Planning, West Harrison
- Chemistry Wealth Management LLC, New York
- Chisholm Financial Planning & Investments, Henderson
- Clarus Group LLC, New York
- Clover Leaf Financial LLC, Fairport
- Cloverhill Capital Management, New York
- Continuum Wealth Advisors, LLC, Saratoga Springs
- Coordinated Planning Group, Inc., Melville
- Courier Capital, LLC, Buffalo
- Delta & Gamma Capital Management LLC, New York
- Divine Asset Management LLC, Lake Hill
- DLB Wealth Advisors LLC, East Northport
- DSJ Wealth Management LLC, Westbury
- East End Financial Group, Inc., Riverhead
- Eg Capital Management LLC, Long Island City
- Elessar Wealth, New York
- Elevatus Wealth Management, LLC, Victor
- Estabrook Capital Management LLC, New York
- Excelsior, Melville
- Expected Value Management LLC, New York
- Factorpoint Planning, LLC, Pittsford
- Family Manage LLC, New York
- Family Office Advisors LLC, New York
- Fidare Wealth Solutions LLC, New York
- Fig Tree Financials LLC, New York
- Financial Asset Management Corp, Chappaqua
- Financial Filosophy, New York
- Financial Strategy Advisors, LLC, Bayside
- Finish Line Wealth Management, LLC, East Aurora
- Fiorile & Associates, LLC, Saranac Lake
- Fischer Advisors LLC, Garden City
- Five Eleven Partners, Garden City
- Flower City Capital LLC, Pittsford
- Focus Asset Management LLC, New York
- Forteris Wealth Management, Inc., Armonk
- Forward Wealth, Brooklyn
- Frank Finances LLC, New York
- Free Time Financial LLC, Orchard Park
- Frisch Financial Group, Inc., Melville
- Generation Capital Management LLC, Pittsford
- Goalvest Advisory LLC, New York
- Good Capital, Voorheesville
- Great Hill Advisory, Port Washington
- Greenline Partners, New York
- Grenda Group, Buffalo
- H&c Financial Services LLC, Glendale
- Heartland Northeast LLC, Staten Island
- Heritage Advisory LLC, Woodbury
- Heydorn Stone Capital Management LLC, Larchmont
- Hollow Brook Wealth Management LLC, Katonah
- Honeoye Falls Capital LLC, Honeoye Falls
- Honey Badger Advisors LLC, Rye
- Horizon Financial, West Henrietta
- Hudson Advisor Services, Inc., Buffalo
- Hudson Companies, Pearl River
- Independent Family Office, LLC, Albany
- Iwm Advisors, LLC, New York
- Jet Stream Wealth Management, Ridgewood
- JM Advisors, LLC, Albany
- Joseph P. Lucia & Associates, LLC, Yorktown Heights
- JTM Wealth Management, Inc., Windham
- Kasanda Capital, New York
- Kaysi Gordon Financial Planning, Valley Stream
- Klingenstein Fields Advisors, New York
- Klingenstein Fields Advisors, New York
- Klingman and Associates, LLC, New York
- Komich Capital Advisors, Ronkonkoma
- Lions Financial Advisory, New York
- Lionshead Wealth Management, LLC, New York
- LL Financial Services, LLC, Ossining
- Lone Wolf Trading LLC, Briarcliff Manor
- Longwave Financial LLC, New York
- Lunin-Pack Planning and Advice, LLC, Cold Spring
- Luther Forest Wealth Advisors, L.L.C., Malta
- Maci Family Office Advisors, New York
- Magnolia Capital Management, Cold Spring
- Magnus Financial Group LLC, New York
- Main Street Wealth Management, LLC, Baldwinsville
- Marathon Mission, Inc., Latham
- Maridea Wealth Management, Brooklyn
- Mark E. Reich, CPA, CFP, New York
- Matauro, LLC, New York
- Matrix Asset Advisors Inc, White Plains
- Mccollum Christoferson Group, LLC, Amherst
- Mcpherson Financial Advisors, Inc., New York
- Merkkuri Wealth Advisors LLC, Jericho
- Mikhael Paul, New York
- Mindi Financial, Beacon
- Mio Partners, Inc., New York
- MJB Asset Management LLC, New York
- Momentum Advisors, New York
- Montrose Advisors Inc, New York
- Mountain View Strategic Wealth, LLC, Hopewell Junction
- MPM Advisors Group LLC, Liverpool
- N.n.a.i.a, Syosset
- NBT Capital Management, Inc., Norwich
- Nerdwallet Wealth Partners, LLC, New York
- Nestegg Advisors, Inc., Hauppauge
- New Horizon Financial Strategies, LLC, Ithaca
- New York Fee Simple, LLC, Brooklyn
- Northcape Wealth Management, Williamsville
- Nosuris, Inc., Lynbrook
- Novem Group, Rochester
- Nye Street Partners LLC, Saratoga Springs
- O'brien Capital Management, Inc., Nyack
- O'haver Wealth Management, LLC, Newark
- Oak & Reed Capital Management, LLC, Brooklyn
- Oak Crest Advisory, LLC, Rochester
- Oak Private Wealth LLC, Brooklyn
- Ogorek Wealth Management, LLC, Williamsville
- Ola-I Consulting, New York
- Opal Wealth Advisors, LLC, Jericho
- Orange Investment Advisors, Inc., Goshen
- Orion-Archstone Asset Management Inc., New York
- Overbrook Management Corporation, New York
- Pathway Partners Wealth Advisors, LLC, Amherst
- Paul M Williams LLC, Katonah
- Payne Capital Management, LLC, New York
- Peartree Advisory, Rochester
- Pension Maxima Investment Advisory, Inc., White Plains
- Perennial, New York
- Phin Capital, Inc., New York
- Pine Ridge Advisers LLC, New York
- Pinnacle Associates, LTD., New York
- Pinnacle Wealth Strategies, LLC, Albany
- Planbound, LLC, New York
- Prescott, Adams and Group Inc., Albertson
- Primetime Wealth Management LLC, Pittsford
- Procapita Partners, LLC, New York
- Progressive Financial Planning Services Inc., Melville
- Prolific Solutions, New York
- Purevest, Staten Island
- Quantum Advisory Group, LLC, Hauppauge
- Ra Advisory LLC, New York
- Rga Investment Advisors, LLC, Great Neck
- Rialto Wealth Management, Syracuse
- Ritholtz Wealth Management, New York
- Rock Harbor Partners LLC, Larchmont
- Rothschild Capital Partners, New York
- RSD Advisors, Brooklyn
- S.e.e.d. Planning Group, LLC, Binghamton
- Sage Tree Wealth, Fairport
- Saratoga Investment Solutions Inc., Saratoga Springs
- Schroeder Capital Management, LLC, Brooklyn
- Seacrest Wealth Management, LLC, Purchase
- Seniorsolutions, Batavia
- Settanni Financial LLC, Armonk
- Seven Bridges Advisors LLC, New York
- Shade Tree Advisors LLC, Saratoga Springs
- Sherwood Financial Management, Clarence
- Silver Grove Advisory Services, Orchard Park
- Silvercrest Asset Management Group LLC, New York
- Simpleadvisory LLC, Garden City
- Sinopoli & Sinopoli Financial Services, LLC, East Syracuse
- Stone Temple Partners LLC, New York
- Strategic Financial Services, Utica
- Summit Rock Advisors, LP, New York
- Sykon Capital LLC, Harrison
- Tag Associates Florida LLC, New York
- Tag Associates LLC, New York
- Tailored Wealth Solutions, Saratoga Springs
- The August Wealth Management Group, New York
- The Educator's Advisor, Bay Shore
- The Keminton Group, New York
- The Pitti Group Wealth Management, LLC, Victor
- The Playbook Advizor, Port Washington
- The Valente Group LLC, Herkimer
- The Wealth Alliance, LLC, Melville
- Thinking Big Financial, Brooklyn
- Tilden Capital Management, LLC, Valhalla
- Timm Financial Services, Poughkeepsie
- Titanhub Capital Management LLC, Jackson Heights
- Total Alignment Wealth Advisors, LLC, New York
- Turtle Wealth, Springwater
- Tuttle Financial Services, LTD., New York
- Vanquour LLC, New York
- Vectors Asset Management, New York
- Voss Wealth Management, Endicott
- W & S Management Services, Inc., Rochester
- Waterford Advisors, LLC, Orchard Park
- Wealthlet, Whitestone
- West Financial Planning, Cherry Valley
- Whitney & Company, Rochester
- Willcox Wealth Management, New York
- Winthrop Partners - Epa, LLC, Orchard
- Winthrop Partners - Wny, LLC, Orchard
- Winthrop Partners - Wpa , LLC, Orchard
- Yearwood Young Advisors, Brooklyn
- Youhe Advisors LLC, New York
- Youya Wealth, Dix Hills