Fee-Only Financial Advisors Serving New York

Look for a fee-only, fiduciary advisor who is required to put your interests first. Use XYPN's Find an Advisor search to filter by location. Search easily knowing that every advisor listed is fee-only, fiduciary, and a CFP® professional. 

Absolutely. All XYPN advisors offer virtual financial planning services, so you can work with the right advisor for you—no matter where you live. Search by location in XYPN's Find an Advisor search to find advisors who are licensed to provide advice in your state.

Most advisors can work with clients virtually across state lines, but they may need to be registered with New York’s state regulators. All advisors who are on the Find an Advisor search tool when the "New York State" field is added are able to legally work with clients in New York State.

Costs vary, but fee-only planners in the Network typically offer transparent pricing: flat fees, monthly subscriptions, or hourly sessions. Each advisor sets their own pricing, which you can review on their profile.

XYPN is a Network of independent, fee-only financial advisors committed to serving clients with transparency and care. Every advisor in the Network acts as a fiduciary, meaning they’re required to put your best interests first.

XYPN members listed on the Find an Advisor search must hold a CFP® designation, offer fee-only planning, sign a fiduciary oath, provide virtual services, and remain in good standing.

Hold a CFP® Designation

The Find an Advisor search portal connects you with planners in the Network who hold a CFP® certification—representing a commitment to the highest standards of education and experience.

Offer Fee-Only Planning

A fee-only service model makes financial planning accessible and affordable for anyone seeking advice—whether or not they have assets to manage.

Sign a Fiduciary Oath

Financial advisors in the Network must uphold a fiduciary standard to keep sales and advice separate—think: your doctor versus a pharmaceutical rep.

Provide Virtual Services

Physical location should not limit your access to financial planning. Advisors in the Network provide services virtually as needed.

Remain in Good Standing

Financial advisors in the Network undergo a strict screening process to ensure there are no bad apples. Read more about the BrokerCheck screening process.