Emily Maretsky
Educated Financial Planning · Astoria, New York
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.
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Specialties
Who they serve
- Early-career professionals
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 |
| Assets under management | $6.6M across 65 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7835644 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.educatedfinancialplanning.com |
| Profile |
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Questions about Emily
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Educated Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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