# Gabriel Kaplan

> Gabriel Kaplan is a fee-only financial advisor at Wealth Habits in White Plains, New York, who holds the CFP, CPA and MBA credentials. Gabriel charges a percentage of assets and an ongoing planning fee (ongoing planning from $6,000 a year and 0.95% a year on the first tier of assets managed) and focuses on equity compensation, international & expat planning and founders (pre-exit).

Page: https://find.wellspent.co/advisors/gabriel-kaplan/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Wealth Habits
- **Based in:** White Plains, New York
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $6,000 a year; 0.95% a year on the first tier of assets managed; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $84.3M across 26 accounts
- **Credentials:** CFP, CPA, MBA
- **Specialties:** Equity compensation, International & expat planning, Founders (pre-exit), Retirement planning, Small business owners, Physicians & residents, Tax planning
- **Works with:** Tech employees, Founders, Physicians, Cross-border families, High earners
- **CRD:** 5324045 (https://adviserinfo.sec.gov/individual/summary/5324045)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (2008), Series 65 (2010)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://wealthhabits.com

## Frequently asked questions

### Is Gabriel Kaplan a fee-only financial advisor?

Yes. Gabriel Kaplan is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Gabriel's firm.

### How does Gabriel charge for financial advice?

Gabriel charges a percentage of assets and an ongoing planning fee.

### How much does Gabriel charge?

According to Wealth Habits's website, checked October 28, 2026: ongoing planning from $6,000 a year; 0.95% a year on the first tier of assets managed; no asset minimum.

### Does Gabriel work with clients virtually?

Yes. Wealth Habits says on its website that it works with clients remotely.

### Where is Gabriel Kaplan based?

Gabriel Kaplan is based in White Plains, New York.

### What does Gabriel specialize in?

Gabriel's specialties include equity compensation, international & expat planning, founders (pre-exit), retirement planning, small business owners and physicians & residents. Gabriel works with tech employees, founders, physicians, cross-border families and high earners.

### What credentials does Gabriel Kaplan hold?

Gabriel Kaplan holds the CFP, CPA and MBA credentials.

### Is Gabriel Kaplan registered with the SEC?

Yes. Gabriel Kaplan is registered as an investment adviser representative in NY (CRD 5324045), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Wealth Habits manage?

Wealth Habits reports $84.3M across 26 accounts in assets under management.

### How do I contact Gabriel Kaplan?

Through Gabriel's website, wealthhabits.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/gabriel-kaplan-11496): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://wealthhabits.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.