Karen Altfest
Altfest Personal Wealth Management · New York, New York
Karen Altfest is a fee-only financial advisor at Altfest Personal Wealth Management in New York, New York, who holds the CFP credential. Altfest Personal Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Altfest Personal Wealth Management |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.80B across 3,139 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 4667780 |
| Firm size | 42 employees |
| Disclosures | None reported |
| Website | www.altfest.com |
How Karen's firm compares
- Altfest Personal Wealth Management's average account is about $573,000, from its Form ADV (assets managed divided by 3,139 accounts).
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Questions about Karen
Is Karen Altfest a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karen holds no broker registration, and Altfest Personal Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Karen charge for financial advice?
Karen's firm, Altfest Personal Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Karen Altfest based?
Karen Altfest is based in New York, New York.
What credentials does Karen Altfest hold?
Karen Altfest holds the CFP credential.
Is Karen Altfest registered with the SEC?
Yes. Karen Altfest is registered as an investment adviser representative in NY (CRD 4667780), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Altfest Personal Wealth Management manage?
Altfest Personal Wealth Management reports $1.80B across 3,139 accounts in assets under management.
How do I contact Karen Altfest?
Through Karen's website, www.altfest.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
- 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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