Andrew Altfest
Altfest Personal Wealth Management · New York, New York
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.
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Specialties
Who they serve
- Physicians
- Executives
- Retirees
- Pre-retirees
- Early-career professionals
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 |
| Accepting new clients | Yes |
| Assets under management | $1.80B across 3,139 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CA, FL, NJ, NY · CRD 6316746 |
| Exams passed | Series 65 (2015) |
| Firm size | 42 employees |
| Disclosures | None reported |
| Website | altfest.com |
| Profile |
How Andrew's firm compares
- Altfest Personal Wealth Management's average account is about $573,000, from its Form ADV (assets managed divided by 3,139 accounts).
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Questions about Andrew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Altfest Personal Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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