# Ilan Folman-Cohen

> Ilan Folman-Cohen is a fee-only financial advisor at Joel Isaacson & Co., LLC in New York, New York, who holds the CFP, BS and CPA/PFS credentials. Joel Isaacson & Co., LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Joel Isaacson & Co., LLC
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $9.32B across 5,532 accounts
- **Credentials:** CFP, BS, CPA/PFS, MBA
- **CRD:** 7419581 (https://adviserinfo.sec.gov/individual/summary/7419581)
- **SEC registration:** Investment adviser representative in NY
- **Firm size:** 52 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Ilan Folman-Cohen a fee-only financial advisor?

Yes. Ilan Folman-Cohen 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 Ilan's firm.

### How does Ilan charge for financial advice?

Ilan's firm, Joel Isaacson & Co., LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Ilan Folman-Cohen based?

Ilan Folman-Cohen is based in New York, New York.

### What credentials does Ilan Folman-Cohen hold?

Ilan Folman-Cohen holds the CFP, BS, CPA/PFS and MBA credentials.

### Is Ilan Folman-Cohen registered with the SEC?

Yes. Ilan Folman-Cohen is registered as an investment adviser representative in NY (CRD 7419581), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Joel Isaacson & Co., LLC manage?

Joel Isaacson & Co., LLC reports $9.32B across 5,532 accounts in assets under management.

### How do I contact Ilan Folman-Cohen?

Contact details aren't on file yet. Search for Joel Isaacson & Co., LLC.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/1301): 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

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