Ways to browse Flat-fee advisors serving New York, NY

Pick a specialty to browse more Flat-fee advisors serving New York, NY.

Browse by specialty

Find advisors serving New York, NY who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	5,116
Executive	3,489
Wealth management	3,208
Retired	2,436
Retirement plans for business owners (SEP, solo 401k)	2,399
Tax-loss harvesting	2,023
Private / alternative investments	1,525
Retirement income strategy	1,187
Active portfolio management	903
Options & derivatives strategies	866
Charitable giving & philanthropy	827
College savings (529s, UTMA, etc.)	818
Business exit / sale strategy	813
HENRY (High Earners, Not Rich Yet)	776
General retirement planning	747
ESG / Sustainable investing	720
Approaching retirement	705
Concentrated stock management	605
Annuities	588
Self-Employed	565
Cash flow / budgeting	331
Passive / index investing	259
Financial Professional	258
Long-term care insurance	242
Real estate investing	213
Mid-Career Professionals	188
General estate planning guidance	182
Business succession planning	179
Social Security optimization	163
Established Professionals	144
Income planning	142
General tax planning	122
Business ownership considerations	99
Equity compensation tax strategy	89
Debt management	86
Values-based investing	75
Retirement withdrawal strategies	56
Women Professionals	50
Expats	44
Cross-border / expatriate tax planning	41
Business sale tax planning	40
Factor investing / smart beta	35
Tax strategies for small businesses	34
Divorce financial planning	28
Young Professionals	27
Life insurance needs analysis	20
Medicare planning	19
Equity Recipients (RS/RSU, SOP, ESPP)	15
Doctor or Medical Professional	14
Elder care planning	13
Educators, Teachers, and Academics	12
Family Business	12
Technology Professional	12
Women's Finance	12
Business Financial Management	9
Charitable giving tax strategies	8
African Americans/Black	5
Disability insurance	3

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