Top Financial Advisors in Kingston, NY

21 fee-only7 CFP certifiedMedian fee: 1.21% on $500K

Top Advisors in Kingston

Median Advisor Fee

Kingston1.21%
National1.15%
5% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only37.5%
Includes Commission62.5%

Top Credentials

CFP7 advisors
CFA1 advisors

Frequently Asked Questions

How much does a financial advisor cost in Kingston?

The median advisory fee in Kingston, NY is 1.21% of assets under management. This is 5% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Kingston?

There are 21 fee-only financial advisors in Kingston, NY, representing 37.5% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Kingston financial advisor?

The most common professional designation among Kingston advisors is the CFP (Certified Financial Planner), held by 7 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.

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