# Emily Maretsky

> Emily Maretsky is a fee-only financial advisor at Educated Financial Planning in Astoria, New York. Emily charges an ongoing planning fee, a one-time planning fee and a flat fee or retainer (ongoing planning from $3,000 a year and one-time plans from $500) and focuses on pension planning, retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/emily-maretsky/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Educated Financial Planning
- **Based in:** Astoria, New York
- **Fee model:** Ongoing planning fee; One-time planning fee; Flat fee or retainer
- **Fees (firm's website):** ongoing planning from $3,000 a year; one-time plans from $500
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $6.6M across 65 accounts
- **Specialties:** Pension planning, Retirement planning, Tax planning, Student loans, Estate & legacy planning
- **Works with:** Early-career professionals
- **CRD:** 7835644 (https://adviserinfo.sec.gov/individual/summary/7835644)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 65 (2023)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.educatedfinancialplanning.com/

## Frequently asked questions

### Is Emily Maretsky a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Emily holds no broker registration, and Educated Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Emily charge for financial advice?

Emily charges an ongoing planning fee, a one-time planning fee and a flat fee or retainer.

### How much does Emily charge?

According to Educated Financial Planning's website, checked October 30, 2026: ongoing planning from $3,000 a year; one-time plans from $500.

### Where is Emily Maretsky based?

Emily Maretsky is based in Astoria, New York.

### What does Emily specialize in?

Emily's specialties include pension planning, retirement planning, tax planning, student loans and estate & legacy planning. Emily works with early-career professionals.

### Is Emily Maretsky registered with the SEC?

Yes. Emily Maretsky is registered as an investment adviser representative in NY (CRD 7835644), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Educated Financial Planning manage?

Educated Financial Planning reports $6.6M across 65 accounts in assets under management.

### How do I contact Emily Maretsky?

Through Emily's website, www.educatedfinancialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7835644): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.educatedfinancialplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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