Low Cost · Mount Vernon
Cheap Financial Advisors in Mount Vernon, NY — Best Prices
Compare financial advisors prices in Mount Vernon to find the best deal. All businesses are reviewed — cheap doesn't mean low quality.
As of May 2026, RatingsNearMe ranks 14 financial advisors in Mount Vernon, NY by verified customer ratings and review volume. The highest-rated is Sunstone Financial Group with a 5.0-star rating from 210 verified reviews. Also in the top tier: The SKG Team at Barnum Financial Group and Countryside Financial LLC - Abbey Gwin, CERTIFIED FINANCIAL PLANNER®. The average rating across all listed financial advisors in Mount Vernon is 5 stars from 23 reviews per business on average.
Financial advisors in Mount Vernon typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
14
Businesses listed
5★
Avg rating
23
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Sunstone Financial Group
243 Hartford Turnpike, Vernon, CT 06066, USA
The SKG Team at Barnum Financial Group
565 Taxter Rd #625, Elmsford, NY 10523, USA
Countryside Financial LLC - Abbey Gwin, CERTIFIED FINANCIAL PLANNER®
8600 Main St Suite 1, Williamsville, NY 14221, USA
Financial Advisors Rankings in Mount Vernon, NY
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Sunstone Financial Group243 Hartford Turnpike, Vernon, CT 06066, USA | 5.0★ | 210 |
| #2 | The SKG Team at Barnum Financial Group565 Taxter Rd #625, Elmsford, NY 10523, USA | 5.0★ | 66 |
| #3 | Countryside Financial LLC - Abbey Gwin, CERTIFIED FINANCIAL PLANNER®8600 Main St Suite 1, Williamsville, NY 14221, USA | 5.0★ | 19 |
| #4 | Westchester Financial Planning - Russell E. Glickstern, CFP®280 N Bedford Rd Suite 205, Mt Kisco, NY 10549, USA | 5.0★ | 12 |
| #5 | mount vernon capital advisors31 W 34th St., New York, NY 10001, USA | 4.5★ | 2 |
| #6 | Edward Jones - Financial Advisor: Timothy U Price, CEPA®|AAMS®|CKA®1616 N 18th St #140, Mount Vernon, WA 98273, USA | 5.0★ | 2 |
| #7 | Mt Vernon Investments8111 Douglas Ave #900, Dallas, TX 75225, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Luke S Mize, CFP®325 E George Hopper Rd STE 202, Burlington, WA 98233, USA | 5.0★ | 1 |
| #9 | ETEXfinancial, Inc203 N Kaufman St N, Mt Vernon, TX 75457, USA | 5.0★ | 1 |
| #10 | Shelter Rock Wealth Management, LLC404 Glen Cove Ave Suite 100, Sea Cliff, NY 11579, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Mount Vernon
Westchester Financial Planning - Russell E. Glickstern, CFP®
280 N Bedford Rd Suite 205, Mt Kisco, NY 10549, USA
mount vernon capital advisors
31 W 34th St., New York, NY 10001, USA
Edward Jones - Financial Advisor: Timothy U Price, CEPA®|AAMS®|CKA®
1616 N 18th St #140, Mount Vernon, WA 98273, USA
Mt Vernon Investments
8111 Douglas Ave #900, Dallas, TX 75225, USA
Edward Jones - Financial Advisor: Luke S Mize, CFP®
325 E George Hopper Rd STE 202, Burlington, WA 98233, USA
ETEXfinancial, Inc
203 N Kaufman St N, Mt Vernon, TX 75457, USA
Shelter Rock Wealth Management, LLC
404 Glen Cove Ave Suite 100, Sea Cliff, NY 11579, USA
Point Wealth Management
400 Broadhollow Rd # 200, Melville, NY 11747, USA
Morgan Stanley Financial Advisors
493 Chestnut St, Oneonta, NY 13820, USA
Capital Preservation Partners
55 Pondfield Rd, Bronxville, NY 10708, USA
White Plains Financial Services
705 E 227th St, Bronx, NY 10466, USA
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Frequently Asked Questions — Financial Advisors in Mount Vernon
What is a fiduciary financial advisor and why does it matter in Mount Vernon?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Mount Vernon, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Mount Vernon?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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