Advice-Only Financial Advisors in New York

Browse verified advice-only financial advisors in New York. These advisors provide unbiased financial advice without managing your investments or earning commissions — you pay only for their expertise.

Igor Aronov

Igor Aronov, CFP®, CBDA

FAR Financial

One-time$3,000+
Hourly$300/hr
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Helping professionals simplify complex financial lives and make thoughtful decisions during the busiest years of career and family lives.

Ideal for
Families with Children • DIY Investors
Specializes in
Mid-Career Planning
Retirement • Estate Planning
Jeremy Zuke

Jeremy Zuke

Abundo Wealth

Not accepting clients
Monthly$199/mo
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I became a planner as a post-corporate passion career to help working professionals keep more of their money and reach financial independence faster.

Ideal for
Young Professionals • FIRE
Specializes in
Mid-Career Planning • Investments • Pre-Retirement Planning
Andrew Kleinberg

Andrew Kleinberg, CFP®, CFA

Grand Central Financial Planning

One-time$3,250
Hourly$400/hr
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Investment advice and financial planning for those seeking professional, objective service by a Fiduciary with no ongoing fees or obligations.

Ideal for
Families with Children • Individual
Specializes in
Investments • Tax Strategies • Employee Benefits
Philip Murphy

Philip Murphy, CFA, CFP®

IndiePlan™ LLC

Annual$4,290+/yr
One-time$4,620+
Hourly$330/hr
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IndiePlan™ is an advise-only financial planning firm because we believe this model creates the best alignment with our clients' interests.

Ideal for
Pre-Retirees • Retirees
Specializes in
Investments
Retirement • Pre-Retirement Planning

Cities in New York

BrooklynNew YorkNew York Metro Area