Flat / fixed fees in New York, NY
254 advisers in New York offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.
Featured spots in New York, NY are open. Reach people looking for a financial adviser who is paid by them, not by product sales searching in New York, NY — flat monthly price, no per-lead fees.See pricing
All 254
9d Capital LLCState registeredNo commissions reportedAboveboard Wealth Management, LLCState registeredNo commissions reportedAces AdvisorsState registeredNo commissions reportedAddigence CorporationSEC registeredNo commissions reportedAlinea Advisory Services LLCSEC registeredNo commissions reportedAllen Investment Management, LLCSEC registeredNo commissions reportedAltfest Personal Wealth ManagementSEC registeredNo commissions reportedAmerican Centurion Financial LLCState registeredNo commissions reportedAmerican Financial & Tax Strategies, INC.SEC registeredNo commissions reportedAmvoy WealthState registeredNo commissions reported
Anchr Technologies Ria LLCSEC registeredNo commissions reportedAndrew Garrett, INC.SEC registeredNo commissions reportedApogem Capital LLCSEC registeredNo commissions reportedAppomattox Advisory, INCSEC registeredNo commissions reportedArax Advisory PartnersSEC registeredNo commissions reportedArcadia Investment PartnersSEC registeredNo commissions reportedArch Global Advisors, LLCSEC registeredNo commissions reportedArgus Investors' Counsel, INC.SEC registeredNo commissions reportedAscent Systematic Advisors LLCState registeredNo commissions reportedAspire Wealth Advisory Group, LLCSEC registeredNo commissions reportedAstoria Portfolio Advisors LLCSEC registeredNo commissions reportedAtlas Meridian Capital LLCState registeredNo commissions reportedAutopilotSEC registeredNo commissions reportedAvestar Capital, LLCSEC registeredNo commissions reportedAvrio Wealth LLCSEC registeredNo commissions reportedBbr Partners, LLCSEC registeredNo commissions reportedBeatrice Advisors LPSEC registeredNo commissions reportedBeekman Financial Planning LLCState registeredNo commissions reportedBelzberg & CO.SEC registeredNo commissions reportedBienville Capital Management, LLCSEC registeredNo commissions reportedBlackdiamond Wealth Management, LLCSEC registeredNo commissions reportedBlackrock Financial Management, INCSEC registeredNo commissions reportedBleichroeder LPSEC registeredNo commissions reportedBlue Square Asset Management, LLCSEC registeredNo commissions reportedBny Mellon Advisors, INC.SEC registeredNo commissions reportedBone Fide WealthSEC registeredNo commissions reportedBoyar Asset Management, INC.SEC registeredNo commissions reportedBqs Financial Advisors, LLCSEC registeredNo commissions reportedBrave Eagle Wealth ManagementSEC registeredNo commissions reportedBrazen Capital, LLCState registeredNo commissions reportedBrookfield Public Securities Group LLCSEC registeredNo commissions reportedBrooklawn Capital AdvisorsSEC registeredNo commissions reportedBryant Group AdvisorsState registeredNo commissions reportedBryden-Abrams Investment Management LLCSEC registeredNo commissions reportedCalado CapitalState registeredNo commissions reportedCannell & Spears LLCSEC registeredNo commissions reportedCantor Fitzgerald Investment AdvisorsSEC registeredNo commissions reportedCentral Family Advisors, LLCSEC registeredNo commissions reportedCerity Partners LLCSEC registeredNo commissions reportedCh Global Capital Management, LLCSEC registeredNo commissions reportedChemistry Wealth Management LLCSEC registeredNo commissions reportedChesapeake Asset Management LLCSEC registeredNo commissions reportedCircle Advisers INCSEC registeredNo commissions reportedCirrus Research, LLCState registeredNo commissions reportedCitigroup Global Markets INC.SEC registeredNo commissions reportedCitrin Cooperman Wealth Management, LLCSEC registeredNo commissions reportedClarus Group LLCSEC registeredNo commissions reportedClearbrook Investment Solutions LLCSEC registeredNo commissions reportedCloverhill Capital ManagementState registeredNo commissions reportedCompound Planning, INC.SEC registeredNo commissions reportedCordoba Advisory Partners LLCSEC registeredNo commissions reportedCorinthian Partners Asset Management LLCSEC registeredNo commissions reportedCrewcial Partners LLCSEC registeredNo commissions reportedCross Border Wealth, LLCSEC registeredNo commissions reportedCsm Capital CorporationSEC registeredNo commissions reportedDelta & Gamma Capital Management LLCState registeredNo commissions reportedDomain Money Advisors, LLCSEC registeredNo commissions reportedDouglass Winthrop Advisors LLCSEC registeredNo commissions reportedDws Investment Management Americas, INC.SEC registeredNo commissions reportedEagle Bay Family OfficeSEC registeredNo commissions reportedEagle Strategies LLCSEC registeredNo commissions reportedEaglebrook AdvisorsSEC registeredNo commissions reportedEast End Advisors, LLCSEC registeredNo commissions reportedEhrenkranz Partners L.P.SEC registeredNo commissions reportedElco Management Company, LLCSEC registeredNo commissions reportedEllevestSEC registeredNo commissions reportedEpoch Investment Partners, INC.SEC registeredNo commissions reportedEquitable Advisors, LLCSEC registeredNo commissions reportedEstabrook Capital Management LLCSEC registeredNo commissions reportedEureka Wealth SolutionsState registeredNo commissions reportedEvercore Wealth Management, LLCSEC registeredNo commissions reportedExceed Advisory LLCSEC registeredNo commissions reportedFamily Manage LLCSEC registeredNo commissions reportedFenix TradingSEC registeredNo commissions reportedFidare Wealth Solutions LLCState registeredNo commissions reportedFiduciary Management Group, LLCSEC registeredNo commissions reportedFinancehq LLCSEC registeredNo commissions reportedFinancial Decisions, LLCSEC registeredNo commissions reportedFinhabits Advisors, LLCSEC registeredNo commissions reportedFlores Wealth Planning, LLCState registeredNo commissions reportedFocus Asset Management LLCState registeredNo commissions reportedFord Financial Solutions, LLCState registeredNo commissions reportedFruitfulSEC registeredNo commissions reportedGlenview Wealth LLCState registeredNo commissions reportedGoalvest Advisory LLCSEC registeredNo commissions reportedGoldman Sachs Asset Management, L.P.SEC registeredNo commissions reportedGotham Block, LLCState registeredNo commissions reportedGrandfield & Dodd, LLCSEC registeredNo commissions reportedGravity Capital Management LLCSEC registeredNo commissions reportedGreenline PartnersSEC registeredNo commissions reportedGuardian Wealth Partners, LLCSEC registeredNo commissions reportedGuggenheim Partners Investment Management, LLCSEC registeredNo commissions reportedGuggenheim Private Investments, LLCSEC registeredNo commissions reportedGuzhuna Asset ManagementState registeredNo commissions reportedHorizon Financial Advisors LLCState registeredNo commissions reportedHorizon Kinetics Asset Management LLCSEC registeredNo commissions reportedHsbc Securities (USA) INC.SEC registeredNo commissions reportedHurley Capital, LLCSEC registeredNo commissions reportedIadvise PartnersSEC registeredNo commissions reportedIdb Lido Wealth, LLCSEC registeredNo commissions reportedIfc Personal Money Managers, INC.SEC registeredNo commissions reportedIngalls Investment Management, LLCSEC registeredNo commissions reportedInstitutional Investment Advisors CorpSEC registeredNo commissions reportedIntegrity Advisory Partners LLCSEC registeredNo commissions reportedInvestall, INC.SEC registeredNo commissions reportedItau USA Asset ManagementSEC registeredNo commissions reportedJ.p. Morgan Investment Management INC.SEC registeredNo commissions reportedJefferies Investment Advisers LLCSEC registeredNo commissions reportedJoel Isaacson & CO., LLCSEC registeredNo commissions reportedKasanda CapitalState registeredNo commissions reportedKdb Asset Management, LLCState registeredNo commissions reportedKeala AdvisorsState registeredNo commissions reportedKeenan Private Wealth ManagementState registeredNo commissions reportedKelleher Financial Advisors, LLCSEC registeredNo commissions reportedKlingenstein Fields AdvisorsSEC registeredNo commissions reportedKlingenstein Fields AdvisorsSEC registeredNo commissions reportedKlingman and Associates, LLCSEC registeredNo commissions reportedKpc Terrapin Group LLCSEC registeredNo commissions reportedLaidlaw Wealth Management LLCSEC registeredNo commissions reportedLarrea Wealth ManagementState registeredNo commissions reportedLazard Asset Management LLCSEC registeredNo commissions reportedLevco Capital LPSEC registeredNo commissions reportedLevin Capital Strategies, L.P.SEC registeredNo commissions reportedLexion Capital Management LPSEC registeredNo commissions reportedLinden Global Strategies LLCSEC registeredNo commissions reportedLions Financial AdvisoryState registeredNo commissions reportedLionshead Wealth Management, LLCSEC registeredNo commissions reportedLk Financial Planning LLCSEC registeredNo commissions reportedLuesink Stenstrom FinancialSEC registeredNo commissions reportedLumiere FinancialSEC registeredNo commissions reportedMace Capital Management, LLCSEC registeredNo commissions reportedMaci Family Office AdvisorsState registeredNo commissions reportedMagnus Financial Group LLCSEC registeredNo commissions reportedManhattan Wealth Management GroupSEC registeredNo commissions reportedMasterworks Advisers, LLCSEC registeredNo commissions reportedMatauro, LLCSEC registeredNo commissions reportedMavros Capital Management, LLCSEC registeredNo commissions reportedMinerva Wealth AdvisorySEC registeredNo commissions reportedMio Partners, INC.SEC registeredNo commissions reportedMjb Asset Management LLCSEC registeredNo commissions reportedMomentum AdvisorsSEC registeredNo commissions reportedMon Capital Management LLCSEC registeredNo commissions reportedMontrose Advisors INCSEC registeredNo commissions reportedMorgan Stanley Investment Management INC.SEC registeredNo commissions reportedNerdwallet Wealth Partners, LLCSEC registeredNo commissions reportedNeuberger Berman Investment Advisers LLCSEC registeredNo commissions reportedNeville, Rodie & Shaw INCSEC registeredNo commissions reportedNew Holland Capital, LLCSEC registeredNo commissions reportedNew York Life Investment Management LLCSEC registeredNo commissions reportedNext Capital Management LLCSEC registeredNo commissions reportedNext Gen Advisors, LLCState registeredNo commissions reportedNext Pronto Capital AdvisorsState registeredNo commissions reportedOdeon Capital Advisors LLCSEC registeredNo commissions reportedOffit CapitalSEC registeredNo commissions reportedOld Slip Registered Investment Advisors, LLCSEC registeredNo commissions reportedOmen Advisory, LLCSEC registeredNo commissions reportedOnewelth INCSEC registeredNo commissions reportedOppenheimer Asset ManagementSEC registeredNo commissions reportedOptima Asset Management LPSEC registeredNo commissions reportedOrion-Archstone Asset Management INC.State registeredNo commissions reportedOverbrook Management CorporationSEC registeredNo commissions reportedPark Avenue Securities LLCSEC registeredNo commissions reportedParkview US LLCSEC registeredNo commissions reportedPave Investment Advisors, LLC.SEC registeredNo commissions reportedPayne Capital Management, LLCSEC registeredNo commissions reportedPerennialSEC registeredNo commissions reportedPine Ridge Advisers LLCSEC registeredNo commissions reportedPinnacle Associates, LTD.SEC registeredNo commissions reportedPivotal Advisors LLCSEC registeredNo commissions reportedPremier Wealth Advisors, LLCSEC registeredNo commissions reportedProcapita Partners, LLCSEC registeredNo commissions reportedProlific SolutionsSEC registeredNo commissions reportedProsus Wealth ManagementState registeredNo commissions reportedQapital Invest, LLCSEC registeredNo commissions reportedQuantbaseSEC registeredNo commissions reportedQuantel Asset Management LLCSEC registeredNo commissions reportedRadix Organization, INC.SEC registeredNo commissions reportedRaga Partners LPSEC registeredNo commissions reportedRatson Advisory LLCSEC registeredNo commissions reportedRbc Capital Markets, LLCSEC registeredNo commissions reportedRbc Rochdale, LLCSEC registeredNo commissions reportedRe-Envision WealthSEC registeredNo commissions reportedRetirableSEC registeredNo commissions reportedRitholtz Wealth ManagementSEC registeredNo commissions reportedRiver Partners Capital Management, LPSEC registeredNo commissions reportedRmr Wealth ManagementSEC registeredNo commissions reportedRobert W. Colby Asset Management, INC.State registeredNo commissions reportedRockefeller Capital ManagementSEC registeredNo commissions reportedRockefeller Capital ManagementSEC registeredNo commissions reportedRosci Lamb, LLCSEC registeredNo commissions reported