Courtney McKenna
Altfest Personal Wealth Management · New York, New York
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.
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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 · CLU · CFA · CPA/PFS · MBA · PhD · MA |
| SEC registration | Investment adviser representative in CT, FL, NY · CRD 2328190 |
| Exams passed | Series 63 (1993) |
| Firm size | 42 employees |
| Disclosures | None reported |
| Website | altfest.com |
How Courtney'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 Courtney
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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