Top Financial Advisors in Plainview, NY

65 fee-only17 CFP certifiedMedian fee: 1.50% on $500K

Top Advisors in Plainview

Median Advisor Fee

Plainview1.50%
National1.25%
20% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only79.3%
Includes Commission20.7%

Top Credentials

CFP17 advisors
CFA1 advisors

Frequently Asked Questions

How much does a financial advisor cost in Plainview?

The median advisory fee in Plainview, NY is 1.50% of assets under management. This is 20% 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 Plainview?

There are 65 fee-only financial advisors in Plainview, NY, representing 79.3% 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 Plainview financial advisor?

The most common professional designation among Plainview advisors is the CFP (Certified Financial Planner), held by 17 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.

Nearby Cities

Top 82 Financial Advisors in Plainview, NY (2026) | TrueAdvisor