# Andrew Altfest

> Andrew Altfest is a fee-only financial advisor at Altfest Personal Wealth Management in New York, New York, who holds the CFP and MBA credentials. Andrew charges an ongoing planning fee (a $1,000,000 asset minimum) and focuses on physicians & residents, retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/andrew-altfest/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Altfest Personal Wealth Management
- **Based in:** New York, New York
- **Fee model:** Ongoing planning fee
- **Fees (firm's website):** a $1,000,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.80B across 3,139 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Physicians & residents, Retirement planning, Tax planning, Student loans, Small business owners, Estate & legacy planning
- **Works with:** Physicians, Executives, Retirees, Pre-retirees, Early-career professionals
- **CRD:** 6316746 (https://adviserinfo.sec.gov/individual/summary/6316746)
- **SEC registration:** Investment adviser representative in CA, FL, NJ, NY
- **Exams passed:** Series 65 (2015)
- **Firm size:** 42 employees
- **Disclosures:** None reported
- **Website:** http://altfest.com

## Frequently asked questions

### Is Andrew Altfest a fee-only financial advisor?

Yes. Andrew Altfest is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Andrew's firm.

### How does Andrew charge for financial advice?

Andrew charges an ongoing planning fee.

### How much does Andrew charge?

According to Altfest Personal Wealth Management's website, checked October 28, 2026: a $1,000,000 asset minimum.

### Does Andrew work with clients virtually?

Yes. Altfest Personal Wealth Management says on its website that it works with clients remotely.

### Where is Andrew Altfest based?

Andrew Altfest is based in New York, New York.

### What does Andrew specialize in?

Andrew's specialties include physicians & residents, retirement planning, tax planning, student loans, small business owners and estate & legacy planning. Andrew works with physicians, executives, retirees, pre-retirees and early-career professionals.

### What credentials does Andrew Altfest hold?

Andrew Altfest holds the CFP and MBA credentials.

### Is Andrew Altfest registered with the SEC?

Yes. Andrew Altfest is registered as an investment adviser representative in CA, FL, NJ and NY (CRD 6316746), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Altfest Personal Wealth Management manage?

Altfest Personal Wealth Management reports $1.80B across 3,139 accounts in assets under management.

### How do I contact Andrew Altfest?

Through Andrew's website, altfest.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/andrew-altfest-11515): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.altfest.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.