Subscription financial advisors in New York

Subscription advisors charge a monthly or yearly fee for ongoing advice, and they don't take a percentage of your investments.

7 firms in New York that filed as subscription financial advisors publish dollar fees in their brochures. Updated October 2026.

Subscription financial advisors in New York and their published fees

7 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
HV Capital ManagementMontgomeryNot publishedNot published$20/mo
Ev Capital Management LLCKew Gardens$50/hrNot published$25/mo
4Thought Financial Group Inc.Syosset$200/hrNot published$100/mo
Highrock Capital Management Inc.UniondaleNot published$1,500⁠-⁠$5,000$129/mo
Prentice Wealth Management LLCRochester$300/hr$195⁠-⁠$25,000$2,500/mo
AlphansoRochesterNo AUM feeNot publishedNot published$1,200⁠-⁠$7,200/yr
Huguenot Financial PlanningNew PaltzNo AUM fee$250⁠-⁠$300/hrNot published$750⁠-⁠$5,000/yr
Also filed as subscription financial advisors, without a published price (10)

Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.

Subscription financial advisors in other states