Ways to browse Flat-fee advisors serving New York

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	11,857
Retired	6,831
Wealth management	6,510
Tax-loss harvesting	6,360
Executive	5,983
Retirement plans for business owners (SEP, solo 401k)	4,994
Private / alternative investments	2,428
College savings (529s, UTMA, etc.)	2,109
Retirement income strategy	2,090
Business exit / sale strategy	1,930
General retirement planning	1,890
Options & derivatives strategies	1,722
Active portfolio management	1,711
Annuities	1,626
Approaching retirement	1,619
ESG / Sustainable investing	1,538
Self-Employed	1,483
HENRY (High Earners, Not Rich Yet)	1,330
Charitable giving & philanthropy	1,307
Concentrated stock management	1,041
Cash flow / budgeting	1,031
Passive / index investing	882
Social Security optimization	530
Equity compensation tax strategy	507
Business succession planning	449
Real estate investing	449
Intergenerational Families	388
Financial Professional	387
Long-term care insurance	357
Retired	325
General estate planning guidance	317
Mid-Career Professionals	306
General tax planning	287
Established Professionals	285
Income planning	247
Business ownership considerations	202
Retirement withdrawal strategies	182
Debt management	144
Educators, Teachers, and Academics	129
Roth conversion strategy	128
Values-based investing	114
Women Professionals	107
Tax strategies for small businesses	90
Business sale tax planning	71
Factor investing / smart beta	68
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	68
Divorce financial planning	60
Charitable giving tax strategies	55
Dentist	50
Doctor or Medical Professional	43
Young Professionals	42
Equity Recipients (RS/RSU, SOP, ESPP)	41
Family Business	40
Life insurance needs analysis	39
Religious/faith focused	37
Military & Veterans	31
Elder care planning	29
Medicare planning	21
Multi-generational wealth transfer	21
Women's Finance	20
Attorney	18
Technology Professional	18
Parents	17
Business Financial Management	16
Expats	13
Young Families	12
Artists or Creative	11
Married/Couples/Partners	11
Stock option exercise strategy	11
Divorced	10
Professional Athlete	10
Christian Faith Based	8
Newlywed/Engaged	7
Planning for children with special needs	7
Sandwich Generation	7
Student loan debt	7
Disability insurance	6
Dual Income Family	6
African Americans/Black	5
Cross-border / expatriate tax planning	5
Immigrants	3
Widow/Widower	3

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