{ "path": "/advisors/ny/flat-fee", "url": "https://advisorcensus.com/advisors/ny/flat-fee/page/13", "page_type": "state_fee", "title": "Flat-fee financial advisors in New York", "filters": {}, "scope_total": 1036, "faq": [ { "q": "How many financial advisory firms are there in New York?", "a": "AdvisorCensus lists 4,031 investment advisory firms with a principal office in New York, from Form ADV filings as of October 2026: 2,638 SEC-registered, 695 state-registered, and 698 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in New York?", "a": "659 of the 4,031 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in New York offer financial planning?", "a": "972 of the 3,333 firms in New York that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in New York fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 659 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "Find financial advisors in New York who charge a fixed fee. AdvisorCensus lists 1,036 investment advisory firms with a principal office in New York that report fixed fees among their Form ADV Item 5.E compensation arrangements, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.", "about_market": null, "citation": "AdvisorCensus. Flat-fee financial advisors in New York: 1,036 firms from Form ADV filings as of October 2026.", "total_firms": 1036, "page": 13, "total_pages": 21, "sort": "name", "registration_types": { "sec": 711, "state": 325, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 337 }, { "code": "percentage_of_aum", "count": 889 }, { "code": "hourly", "count": 474 }, { "code": "subscription", "count": 32 }, { "code": "fixed", "count": 1036 }, { "code": "commissions", "count": 28 }, { "code": "performance_based", "count": 235 }, { "code": "other", "count": 162 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 338 }, { "code": "5_to_9", "count": 227 }, { "code": "10_to_19", "count": 291 }, { "code": "20_plus", "count": 180 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 220 }, { "code": "25m_100m", "count": 155 }, { "code": "100m_500m", "count": 216 }, { "code": "500m_1b", "count": 83 }, { "code": "1b_5b", "count": 128 }, { "code": "over_5b", "count": 114 }, { "code": "not_reported", "count": 120 } ], "firms": [ { "crd_number": 268812, "name": "McCollum Christoferson Group, LLC", "name_as_filed": "MCCOLLUM CHRISTOFERSON GROUP, LLC", "url": "https://advisorcensus.com/firm/mccollum-christoferson-group-llc-amherst-ny-268812", "city": "Amherst", "state": "NY", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154517, "name": "McNeill Capital, LLC", "name_as_filed": "MCNEILL CAPITAL, LLC", "url": "https://advisorcensus.com/firm/mcneill-capital-llc-saratoga-springs-ny-154517", "city": "Saratoga Springs", "state": "NY", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 150997, "name": "McPherson Financial Advisors, Inc.", "name_as_filed": "MCPHERSON FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/mcpherson-financial-advisors-inc-150997", "city": null, "state": null, "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321962, "name": "Meag New York Corporation", "name_as_filed": "MEAG NEW YORK CORPORATION", "url": "https://advisorcensus.com/firm/meag-new-york-corporation-new-york-ny-321962", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300388, "name": "MEJ Wealth Advisors LLC", "name_as_filed": "MEJ WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/mej-wealth-advisors-llc-bayside-ny-300388", "city": "Bayside", "state": "NY", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312314, "name": "Melius Research", "name_as_filed": "MELIUS RESEARCH", "url": "https://advisorcensus.com/firm/melius-research-new-york-ny-312314", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 338278, "name": "Mendlstein Capital Holdings LLC", "name_as_filed": "MENDLSTEIN CAPITAL HOLDINGS LLC", "url": "https://advisorcensus.com/firm/mendlstein-capital-holdings-llc-new-york-ny-338278", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 155919, "name": "Mercer Investment Solutions LLC", "name_as_filed": "MERCER INVESTMENT SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/mercer-investment-solutions-llc-new-york-ny-155919", "city": "New York", "state": "NY", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 166362, "name": "Mercury Financial Advisors", "name_as_filed": "MERCURY FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/mercury-financial-advisors-166362", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 141359, "name": "Merit Financial Partners LLC", "name_as_filed": "MERIT FINANCIAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/merit-financial-partners-llc-maspeth-ny-141359", "city": "Maspeth", "state": "NY", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 330164, "name": "Merkkuri Wealth Advisors LLC", "name_as_filed": "MERKKURI WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/merkkuri-wealth-advisors-llc-jericho-ny-330164", "city": "Jericho", "state": "NY", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 7691, "name": "Merrill Lynch, Pierce, Fenner & Smith Incorporated", "name_as_filed": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "url": "https://advisorcensus.com/firm/merrill-lynch-pierce-fenner-and-smith-incorporated-new-york-ny-7691", "city": "New York", "state": "NY", "years_registered": 47, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 159862, "name": "Merryfield Barnes, LLC", "name_as_filed": "MERRYFIELD BARNES, LLC", "url": "https://advisorcensus.com/firm/merryfield-barnes-llc-ithaca-ny-159862", "city": "Ithaca", "state": "NY", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311581, "name": "Metavasi Capital LP", "name_as_filed": "METAVASI CAPITAL LP", "url": "https://advisorcensus.com/firm/metavasi-capital-lp-larchmont-ny-311581", "city": "Larchmont", "state": "NY", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 107309, "name": "Meyer Handelman Company LLC", "name_as_filed": "MEYER HANDELMAN COMPANY LLC", "url": "https://advisorcensus.com/firm/meyer-handelman-company-llc-rye-brook-ny-107309", "city": "Rye Brook", "state": "NY", "years_registered": 75, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 171334, "name": "Michael Pappas Advisor LLC", "name_as_filed": "MICHAEL PAPPAS ADVISOR LLC", "url": "https://advisorcensus.com/firm/michael-pappas-advisor-llc-171334", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 343256, "name": "Midfield Private Wealth, LLC", "name_as_filed": "MIDFIELD PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/midfield-private-wealth-llc-white-plains-ny-343256", "city": "White Plains", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335481, "name": "Mikhael Paul", "name_as_filed": "MIKHAEL PAUL", "url": "https://advisorcensus.com/firm/mikhael-paul-new-york-ny-335481", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289116, "name": "Milestones Private Investment Advisors LLC", "name_as_filed": "MILESTONES PRIVATE INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/milestones-private-investment-advisors-llc-fairport-ny-289116", "city": "Fairport", "state": "NY", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 322761, "name": "Millennia Global Investors, LLC", "name_as_filed": "MILLENNIA GLOBAL INVESTORS, LLC", "url": "https://advisorcensus.com/firm/millennia-global-investors-llc-new-york-ny-322761", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 342221, "name": "Mindi Financial", "name_as_filed": "MINDI FINANCIAL", "url": "https://advisorcensus.com/firm/mindi-financial-342221", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282723, "name": "Minerva Wealth Advisory", "name_as_filed": "MINERVA WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/minerva-wealth-advisory-new-york-ny-282723", "city": "New York", "state": "NY", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151237, "name": "Minichmacgregor Wealth Management, LLC", "name_as_filed": "MINICHMACGREGOR WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/minichmacgregor-wealth-management-llc-saratoga-springs-ny-151237", "city": "Saratoga Springs", "state": "NY", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 108637, "name": "MIO Partners, Inc.", "name_as_filed": "MIO PARTNERS, INC.", "url": "https://advisorcensus.com/firm/mio-partners-inc-new-york-ny-108637", "city": "New York", "state": "NY", "years_registered": 34, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 109940, "name": "MJB Asset Management LLC", "name_as_filed": "MJB ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/mjb-asset-management-llc-new-york-ny-109940", "city": "New York", "state": "NY", "years_registered": 27, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 314738, "name": "MLC Asset Management US LLC", "name_as_filed": "MLC ASSET MANAGEMENT US LLC", "url": "https://advisorcensus.com/firm/mlc-asset-management-us-llc-new-york-ny-314738", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 44254, "name": "MMA Securities LLC", "name_as_filed": "MMA SECURITIES LLC", "url": "https://advisorcensus.com/firm/mma-securities-llc-new-york-ny-44254", "city": "New York", "state": "NY", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 329227, "name": "Modoo Strategy LLC", "name_as_filed": "MODOO STRATEGY LLC", "url": "https://advisorcensus.com/firm/modoo-strategy-llc-great-neck-ny-329227", "city": "Great Neck", "state": "NY", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337303, "name": "Moldenhauer & Associates", "name_as_filed": "MOLDENHAUER & ASSOCIATES", "url": "https://advisorcensus.com/firm/moldenhauer-and-associates-orchard-park-ny-337303", "city": "Orchard Park", "state": "NY", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159574, "name": "Momentum Advisors", "name_as_filed": "MOMENTUM ADVISORS", "url": "https://advisorcensus.com/firm/momentum-advisors-new-york-ny-159574", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 333785, "name": "MON Capital Management LLC", "name_as_filed": "MON CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/mon-capital-management-llc-new-york-ny-333785", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299498, "name": "Money Grads, LLC", "name_as_filed": "MONEY GRADS, LLC", "url": "https://advisorcensus.com/firm/money-grads-llc-299498", "city": null, "state": null, "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289727, "name": "Monterey Associates Financial Planning & Education", "name_as_filed": "MONTEREY ASSOCIATES FINANCIAL PLANNING & EDUCATION", "url": "https://advisorcensus.com/firm/monterey-associates-financial-planning-and-education-pelham-ny-289727", "city": "Pelham", "state": "NY", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321076, "name": "Monthie Wealth Advisors", "name_as_filed": "MONTHIE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/monthie-wealth-advisors-latham-ny-321076", "city": "Latham", "state": "NY", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148329, "name": "Monticello Capital Management, LLC", "name_as_filed": "MONTICELLO CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/monticello-capital-management-llc-148329", "city": null, "state": null, "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105918, "name": "Montrose Advisors Inc", "name_as_filed": "MONTROSE ADVISORS INC", "url": "https://advisorcensus.com/firm/montrose-advisors-inc-new-york-ny-105918", "city": "New York", "state": "NY", "years_registered": 32, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329605, "name": "Moonbridge Financial Design, LLC", "name_as_filed": "MOONBRIDGE FINANCIAL DESIGN, LLC", "url": "https://advisorcensus.com/firm/moonbridge-financial-design-llc-rhinebeck-ny-329605", "city": "Rhinebeck", "state": "NY", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 160188, "name": "Moore Capital Management, LP", "name_as_filed": "MOORE CAPITAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/moore-capital-management-lp-new-york-ny-160188", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 149777, "name": "Morgan Stanley", "name_as_filed": "MORGAN STANLEY", "url": "https://advisorcensus.com/firm/morgan-stanley-purchase-ny-149777", "city": "Purchase", "state": "NY", "years_registered": 17, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "commissions", "performance_based", "other" ], "enhanced": false }, { "crd_number": 110353, "name": "Morgan Stanley Investment Management Inc.", "name_as_filed": "MORGAN STANLEY INVESTMENT MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/morgan-stanley-investment-management-inc-new-york-ny-110353", "city": "New York", "state": "NY", "years_registered": 45, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 283389, "name": "Mountain Pass Planning", "name_as_filed": "MOUNTAIN PASS PLANNING", "url": "https://advisorcensus.com/firm/mountain-pass-planning-hopewell-junction-ny-283389", "city": "Hopewell Junction", "state": "NY", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154295, "name": "Mountain View Strategic Wealth, LLC", "name_as_filed": "MOUNTAIN VIEW STRATEGIC WEALTH, LLC", "url": "https://advisorcensus.com/firm/mountain-view-strategic-wealth-llc-hopewell-junction-ny-154295", "city": "Hopewell Junction", "state": "NY", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153586, "name": "MPC Capital Advisors, LLC", "name_as_filed": "MPC CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/mpc-capital-advisors-llc-rockville-centre-ny-153586", "city": "Rockville Centre", "state": "NY", 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"https://advisorcensus.com/firm/municipal-asset-management-inc-rye-brook-ny-108320", "city": "Rye Brook", "state": "NY", "years_registered": 32, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328629, "name": "Murphy & Mullick Capital Management Corp", "name_as_filed": "MURPHY & MULLICK CAPITAL MANAGEMENT CORP", "url": "https://advisorcensus.com/firm/murphy-and-mullick-capital-management-corp-smithtown-ny-328629", "city": "Smithtown", "state": "NY", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 277161, "name": "Murphy Wealth Management Group", "name_as_filed": "MURPHY WEALTH MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/murphy-wealth-management-group-fishkill-ny-277161", "city": "Fishkill", "state": "NY", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ 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