Chani Katzman
We help our clients live a life by design, not default.
Firm not on file · New York, New York
Chani Katzman is a fee-only financial advisor in New York, New York. Chani charges a percentage of assets and focuses on small business owners and family wealth transfer.
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Specialties
Who they serve
- Founders
About
Our goal is to identify your goals then together, we can achieve them. Whether you are growing wealth from a content strategy or collaboration, you deserve the opportunity to protect, grow and build a legacy. Not everyone plays golf, but everyone needs someone who can answer all their money growth questions, especially if you are new to it.
Services
- 401(k) & IRA Management
- Cash Flow Planning
- College/Education Planning
- Family Wealth Transfer
- Investment Management
- Philanthropic Planning
- Portfolio Rebalancing
Facts
| Based in | New York, New York |
|---|---|
| Fee model | Percentage of assets |
| Assets under management | $1B - $5B |
| Firm founded | 1980 |
| Firm size | 50+ employees |
| Investment approach | Blend of both |
| Website | fhfg.com |
| Profile |
Request an introduction to Chani
Tell Chani a little about what you're looking for. Chani isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Chani
Is Chani Katzman a fee-only financial advisor?
Yes. Chani Katzman is listed in the public advisor directory (listed as fee-only).
How does Chani charge for financial advice?
Chani charges a percentage of assets.
Where is Chani Katzman based?
Chani Katzman is based in New York, New York.
What does Chani specialize in?
Chani's specialties include small business owners and family wealth transfer. Chani works with founders.
How do I contact Chani Katzman?
Through Chani's website, fhfg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Directory listing last checked April 25, 2026.
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