Browse all Flat-fee advisors in New York

Every advisor below is licensed to work with clients in New York. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	11,829
Retired	7,532
Wealth management	6,472
Tax-loss harvesting	6,349
Executive	5,967
Retirement plans for business owners (SEP, solo 401k)	4,998
Private / alternative investments	2,385
College savings (529s, UTMA, etc.)	2,175
Retirement income strategy	2,081
Business exit / sale strategy	1,926
General retirement planning	1,884
Options & derivatives strategies	1,724
Active portfolio management	1,707
Annuities	1,626
Approaching retirement	1,614
ESG / Sustainable investing	1,536
Self-Employed	1,485
Charitable giving & philanthropy	1,312
HENRY (High Earners, Not Rich Yet)	1,294
Cash flow / budgeting	1,030
Concentrated stock management	932
Passive / index investing	885
Social Security optimization	528
Equity compensation tax strategy	472
Business succession planning	450
Real estate investing	444
Intergenerational Families	390
Financial Professional	389
Long-term care insurance	360
Retired	324
Mid-Career Professionals	308
General estate planning guidance	302
General tax planning	290
Income planning	246
Established Professionals	243
Business ownership considerations	201
Retirement withdrawal strategies	175
Debt management	143
Educators, Teachers, and Academics	131
Roth conversion strategy	124
Values-based investing	114
Women Professionals	106
Tax strategies for small businesses	81
Business sale tax planning	72
Factor investing / smart beta	68
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	68
Divorce financial planning	59
Charitable giving tax strategies	55
Dentist	49
Doctor or Medical Professional	42
Life insurance needs analysis	41
Young Professionals	41
Family Business	39
Equity Recipients (RS/RSU, SOP, ESPP)	36
Religious/faith focused	34
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
Professional Athlete	11
Stock option exercise strategy	11
Divorced	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
African Americans/Black	5
Cross-border / expatriate tax planning	5
Immigrants	3
Widow/Widower	3

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