Ilan Folman-Cohen
Joel Isaacson & Co., LLC · New York, New York
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.
Request an introduction to Ilan →
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 | $9.32B across 5,532 accounts |
| Credentials | CFP · BS · CPA/PFS · MBA |
| SEC registration | Investment adviser representative in NY · CRD 7419581 |
| Firm size | 52 employees |
| Disclosures | None reported |
How Ilan's firm compares
- Joel Isaacson & Co., LLC's average account is about $1.7 million, from its Form ADV (assets managed divided by 5,532 accounts).
Request an introduction to Ilan
Tell Ilan a little about what you're looking for. Ilan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Ilan
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.
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
- 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.
See something wrong? Request a correction. Read our methodology.