PlannerFees

Fee only financial advisors in New York who charge hourly or a flat fee

Jump to the 273 firms with published feesFee mediansOut-of-state firms (561)

421 fee only firms in New York offer financial planning for an hourly, flat or subscription fee. 273 of the 421 fee only firms in New York publish dollar prices for financial planning in their brochures, and the table below quotes each price.

Among firms in New York with a current fee (brochure under 18 months old, not just a cap or minimum), the median hourly rate is $300 (middle half $250⁠-⁠$400, 166 firms) and the median flat or project fee is $5,025 (middle half $2,750⁠-⁠$7,500, 122 firms). Updated November 2026.

Cities in New York

Fee only advisors in New York and their published fees

273 firms with published feesPlus 148 that don't publish fees, listed below

New York medians: $300/hr, $5,025 flat, $400/mo for monthly fees. Ranges are placed by their middle. Near median means within 10%.

FirmHourly rateFlat or project feeOngoing fee
Abaya Wealth Management LLCBuffaloVirtual meetingsNot published$2,000⁠-$5,000 below the New York median% of assets
Abby Advisors LLCDobbs Ferry$250/hr below the New York median$1,000⁠-$5,000 below the New York median$199⁠-$499/mo below the New York median for monthly fees$199⁠-$499/mo below the New York median for monthly fees
About Time Financial PlanningRochesterNo AUM feeCFP®Not published$400⁠-$10,000 near the New York median$233⁠-$1,067/mo above the New York median for monthly fees$700⁠-$3,200/qtr ($233⁠-⁠$1,067/mo) above the New York median for monthly fees
Acacia Grove Wealth ManagementSchenectadyCFP®$300/hr near the New York medianNot published% of assets
Accfox Capital LLCMonseyNot published$1,000⁠-$10,000 near the New York median% of assets
ADC Wealth Management, LLCMassapequaNot published$3,000 below the New York median% of assets
Adirondack Capital Advisors, LLCSyracuse$250⁠-$400/hr near the New York medianNot published% of assets
Adirondack Retirement StrategiesMoreauVirtual meetingsNot published$250⁠-$2,000 below the New York median% of assets
Advisor Financial Services, Inc.ChathamUp to $325/hrFrom $1,500% of assets
AffluenceBrooklynNot publishedNot published$350⁠-$550/mo above the New York median for monthly fees$350⁠-$550/mo above the New York median for monthly fees
Allegory AdvisoryNew York City$240/hr below the New York medianNot published% of assets
AlphansoRochesterNot publishedNot publishedNo monthly fee$1,200⁠-$7,200/yr
Altfest Personal Wealth ManagementNew York City$250/hr below the New York medianNot published% of assets
American Financial & Tax Strategies, Inc.New York City$660/hr above the New York medianNot published% of assets
Amvoy WealthNew York CityCFP®Not published$1,000⁠-$20,000 above the New York median% of assets
Anchor Capital Management, LLCIthacaCFP®$300/hr near the New York medianNot published% of assets
Angel Light CapitalForest HillsNot publishedNot publishedNo monthly fee$5,000/yr
Angel Wealth AdvisorsAstoria$360/hr above the New York median$3,600⁠-$25,000 above the New York median$300⁠-$1,500/mo above the New York median for monthly fees$300⁠-$1,500/mo above the New York median for monthly fees
Anglia AdvisorsValley StreamCFP®$299/hr near the New York medianNot published% of assets
Apollo Wealth Management, LLCLancaster$100⁠-$200/hr below the New York medianNot published% of assets
Arcadia Wealth ManagementSmithtownCFP®$250/hr below the New York medianNot published% of assets
Arcanum Capital Management LLCSyossetNot publishedUp to $5,000% of assets
Arista Advisory Group, LLCAlbanyCFP®$150⁠-$295/hr below the New York medianUp to $10,000% of assets
Aspire Wealth Advisory Group, LLCNew York CityNot publishedNot published$500⁠-$2,000/mo above the New York median for monthly fees$500⁠-$2,000/mo above the New York median for monthly fees
Astoria Portfolio Advisors LLCNew York City$300/hr near the New York median$300⁠-$50,000 above the New York median% of assets
Attuned Wealth LLCNew York CityNot publishedNot publishedNo monthly fee$6,000⁠-$24,000/yr
AtwobKatonahCFP®$200/hr below the New York median$500⁠-$5,000 below the New York medianFrom $75/moFrom $75/mo$900⁠-$5,000/yr
Auriex Wealth Advisors LLCNew York CityCFP®Not published$500⁠-$6,000 below the New York median$200⁠-$500/mo below the New York median for monthly fees$200⁠-$500/mo below the New York median for monthly fees
Bantam Inc.StaatsburgVirtual meetings$700⁠-$800/hr above the New York medianNot publishedNo monthly fee$8,000⁠-$40,000/yr
BCM Benefits Inc.Syracuse2020 brochure$75⁠-$125/hrNot published% of assets
Bemrose Consulting, LLCPatchogueCFP®$200/hr below the New York medianNot published% of assets
Bentham Wealth AdvisorsWilliamsvilleNot published$500⁠-$15,000 above the New York median$250⁠-$500/mo near the New York median for monthly fees$250⁠-$500/mo near the New York median for monthly fees
Better Wealth Advisory LLCNew York CityNo AUM fee$200⁠-$300/hr below the New York median$300⁠-$1,200 below the New York median$250⁠-$500/mo near the New York median for monthly fees$250⁠-$500/mo near the New York median for monthly fees
Blue Elm AdvisorsHolmes$250/hr below the New York medianNot published$100⁠-$500/mo below the New York median for monthly fees$100⁠-$500/mo below the New York median for monthly fees
Boerum Hill Financial Advisors LLCBrooklynCFP®$175⁠-$300/hr below the New York medianNot publishedNo monthly feeUp to $12,000/yr
Bone Fide WealthNew York City$550/hr above the New York median$5,000⁠-$10,000 above the New York median% of assets
BPC Advisors LLCEast Syracuse$250/hr below the New York medianNot published% of assets
Brave Eagle Wealth ManagementNew York City$250/hr below the New York medianUp to $1,000% of assets
Briarcliff Manor Wealth AdvisorsSaugertiesCFP®2025 brochureUp to $300/hrNot published% of assets
Bridge Capital ManagementBrooklyn2023 brochure$350⁠-$500/hr$1,000⁠-$3,000% of assets
Broad Wealth Management, Inc.RyeCFP®$150⁠-$400/hr near the New York medianNot published% of assets
Brooklyn FI, LLCBrooklynNot publishedNot published$500⁠-$2,000/mo above the New York median for monthly fees$500⁠-$2,000/mo above the New York median for monthly fees
Brooklyn Plans LLCBeacon$300/hr near the New York medianNot published$320⁠-$500/mo near the New York median for monthly fees$320⁠-$500/mo near the New York median for monthly fees
Burns Matteson Capital Management, LLCCorningCFP®$400/hr above the New York median$5,000⁠-$8,000 above the New York medianNo monthly fee$3,500/yr
Calculated Financial Solutions, LLCCedarhurstCFP®From $475/hrFrom $2,500% of assets
Canny Capital Management, LLCBrooklyn$99/hr below the New York medianNot published% of assets
Canty Wealth ManagementBallston Spa$300/hr near the New York medianNot published% of assets
Capable Wealth, LLCLathamCFP®$300/hr near the New York median$500⁠-$35,000 above the New York median% of assets
Capital Insights Group of WNY, LLC.BuffaloCFP®$250/hr below the New York median$1,500⁠-$3,000 below the New York median% of assets
Capstone Investment Financial Group, LLCWebster$250/hr below the New York median$300⁠-$3,000 below the New York median$99⁠-$550/mo below the New York median for monthly fees$99⁠-$550/mo below the New York median for monthly fees
223 more firms with published fees
Other registered firms that don't publish dollar fees (148)

We found no dollar amount for their planning fees in a brochure. Ask them for a fee schedule.

Firms based in other states that are registered in New York (561)

Showing the 49 of these 561 firms whose brochures mention virtual meetings. See all 561 firms.

These firms are based in another state and are registered in New York. The list isn't complete: a firm with five or fewer clients in New York doesn't have to file there. Being registered here doesn't mean a firm offers virtual meetings.

49 firms with published fees

49 firms with published fees

Key findings from the filings

What fee only planners in New York charge, from their filed brochures
FeeMedianMiddle half of firmsFirms counted
Hourly rate$300/hr$250⁠-$400/hr166 firms
Flat or project fee$5,025$2,750⁠-$7,500122 firms
Subscription (per month)$400/mo$275⁠-$650/mo53 firms
Annual fee$6,875/yr$5,000⁠-$15,000/yr40 firms
Data as of November 2026. Each firm counts once, at the midpoint of the range it publishes. We leave out brochures more than 18 months old and fees stated only as a cap or a minimum. Subscription is the monthly fee, or the quarterly fee divided by 3. How we calculate this

How New York compares with other states is in the Financial Planner Fees Report 2026. Paying a percentage of assets? The fee calculator compares 1% with a flat fee over the years.