# Courtney McKenna

> Courtney McKenna is a fee-only financial advisor at Altfest Personal Wealth Management in New York, New York, who holds the CFP, CLU and CFA credentials. Courtney 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/courtney-mckenna/
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, CLU, CFA, CPA/PFS, MBA, PhD, MA
- **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:** 2328190 (https://adviserinfo.sec.gov/individual/summary/2328190)
- **SEC registration:** Investment adviser representative in CT, FL, NY
- **Exams passed:** Series 63 (1993)
- **Firm size:** 42 employees
- **Disclosures:** None reported
- **Website:** http://altfest.com

## Frequently asked questions

### Is Courtney McKenna a fee-only financial advisor?

Yes. Courtney McKenna is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Courtney's firm.

### How does Courtney charge for financial advice?

Courtney charges an ongoing planning fee.

### How much does Courtney charge?

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

### Does Courtney work with clients virtually?

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

### Where is Courtney McKenna based?

Courtney McKenna is based in New York, New York.

### What does Courtney specialize in?

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

### What credentials does Courtney McKenna hold?

Courtney McKenna holds the CFP, CLU, CFA, CPA/PFS, MBA, PhD and MA credentials.

### Is Courtney McKenna registered with the SEC?

Yes. Courtney McKenna is registered as an investment adviser representative in CT, FL and NY (CRD 2328190), 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 Courtney McKenna?

Through Courtney's website, altfest.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/1323): NAPFA admits only fee-only advisors
- 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.