# Financial advisors for executives in New York > For executives in New York, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include J. Scott Kittrell of Modera Wealth Management, LLC, Chad Chase of CGN Advisors, LLC and Shane Mason of Brooklyn FI. Page: https://find.wellspent.co/audiences/executives/new-york/ 70 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as an executive in New York? For executives in New York, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include J. Scott Kittrell of Modera Wealth Management, LLC, Chad Chase of CGN Advisors, LLC and Shane Mason of Brooklyn FI. - [J. Scott Kittrell](https://find.wellspent.co/advisors/j-scott-kittrell/), Modera Wealth Management, LLC, New York City. Holds the CPA, CFA and CFP. Fees on file: percentage of assets, flat fee or retainer. - [Chad Chase](https://find.wellspent.co/advisors/chad-chase/), CGN Advisors, LLC, Brooklyn. Holds the CPA, CFA and CFP. Fees on file: ongoing planning fee. - [Shane Mason](https://find.wellspent.co/advisors/shane-mason/), Brooklyn FI, Brooklyn. Holds the CPA, CFP and EA. Fees on file: percentage of assets, ongoing planning fee. - [Courtney McKenna](https://find.wellspent.co/advisors/courtney-mckenna/), Altfest Personal Wealth Management, New York City. Holds the CPA, CFA and CFP. Fees on file: ongoing planning fee. - [Josefine Cays](https://find.wellspent.co/advisors/josefine-cays/), Bridgewater Advisors Inc., New York City. Holds the CFA, CFP and EA. Fees on file: percentage of assets. - [Jose Vivero](https://find.wellspent.co/advisors/jose-vivero/), United Financial Planning Group, LLC, New York City. Holds the CPA, CFP and EA. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in New York work with executives? The Wellspent public graph lists 70 fee-only advisors for executives in New York, at 40 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for executives in New York located? Of the 70 fee-only advisors for executives in New York, 34 are in New York City, followed by 8 in Goshen and 7 in Pittsford. ## How do fee-only advisors for executives in New York charge? The most common fee among fee-only advisors for executives in New York is a percentage of assets, used by 91% of the 70 with fees on file. Many use more than one: 47% charge fixed fees and 34% charge by the hour. ## How much do fee-only financial advisors charge in New York? Fee-only financial advisors in New York charge a median of $3,600 a year for ongoing planning. We found this across the published prices of 33 New York firms. ## How much does a one-time financial plan cost in New York? A one-time financial plan from a fee-only firm in New York has a median price of $2,500. We found this across the published prices of 31 New York firms. ## What credentials should a financial advisor for executives have? For executives, look for the CPA, CFA and CFP. In New York, 41% of the 70 advisors listed hold the CFP. - CPA (11% of advisors listed): CPAs help with deferred compensation tax. - CFA (11% of advisors listed): The CFA helps with concentrated stock. - CFP (41% of advisors listed): The CFP keeps compensation in the wider plan. - EA (14% of advisors listed): Enrolled agents add tax depth. ## How do New York advisors for executives compare with the rest of the US? 34% of fee-only advisors for executives in New York charge by the hour, compared with 44% of the 2,050 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does New York tax income on top of federal tax? Yes. New York has a state income tax, so a financial plan for a New York resident should project it alongside federal tax. ## Is there a local income tax in New York? Yes. In New York, New York City and Yonkers add their own income tax. ## What happens to stock pay if you move to or from New York? States often tax stock pay based on where you worked between grant and vesting, so a move to or from New York can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as an executive in New York? - How would you plan my deferred compensation elections? - How do you work around trading windows and 10b5-1 plans? - How much of my wealth should depend on my employer? - What would you do first if I left or was let go? - How do you account for local income tax where I live and work? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for executives in New York? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Amir Noor](https://find.wellspent.co/advisors/amir-noor.md) | N Financial Plans | Huntington, New York | CFP, CRPS, EA | Hourly, Ongoing planning fee, Percentage of assets, One-time planning fee | | [Andrew Altfest](https://find.wellspent.co/advisors/andrew-altfest.md) | Altfest Personal Wealth Management | New York, New York | CFP, MBA | Ongoing planning fee | | [Courtney McKenna](https://find.wellspent.co/advisors/courtney-mckenna.md) | Altfest Personal Wealth Management | New York, New York | CFP, CLU, CFA, CPA/PFS, MBA, PhD, MA | Ongoing planning fee | | [Curtis Pope](https://find.wellspent.co/advisors/curtis-pope.md) | Pope Wealth Planning | New York, New York | CFP | One-time planning fee, Ongoing planning fee, Flat fee or retainer, Percentage of assets | | [Tracy Sherwood](https://find.wellspent.co/advisors/tracy-sherwood.md) | Sherwood Financial Management | Williamsville, New York | CFP | Ongoing planning fee, One-time planning fee, Percentage of assets | | [Ally Jane Ayers](https://find.wellspent.co/advisors/ally-jane-ayers.md) | Brooklyn FI, LLC | Brooklyn, New York | CFP, EA | Percentage of assets, Ongoing planning fee | | [Chad Chase](https://find.wellspent.co/advisors/chad-chase.md) | CGN Advisors, LLC | Brooklyn, New York | CFP, MBA, CFA, BA, CPA/PFS, CIMA, ChSNC, CDFA, RFC, EA | Ongoing planning fee | | [David Frisch](https://find.wellspent.co/advisors/david-frisch.md) | Frisch Financial Group, Inc. | New York, New York | CFP, CPA/PFS, CFS, CDFA, MSFS, CRPC | Percentage of assets, Fixed fees | | [J. Scott Kittrell](https://find.wellspent.co/advisors/j-scott-kittrell.md) | Modera Wealth Management, LLC | New York, New York | CFP, CFA, ACA, EA, DDS, MBA, CDFA, AAMS, BFA, Chartered SRI Counselor, CPWA, ChFC, CPA, CEPA, ChSNC, AIF, CPA/PFS, MSFS, CLU, RICP, BS | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Shane Mason](https://find.wellspent.co/advisors/shane-mason.md) | Brooklyn FI | Brooklyn, New York | CFP, CPA/PFS, CPWA, EA, RLP, CPA, PFS | Percentage of assets, Ongoing planning fee | | [Gerry Barrasso](https://find.wellspent.co/advisors/gerry-barrasso.md) | United Financial Planning Group | Hauppauge, New York | CFP, CPA, MBA, PFS | Percentage of assets, Hourly, Fixed fees | | [Jose Vivero](https://find.wellspent.co/advisors/jose-vivero.md) | United Financial Planning Group, LLC | New York, New York | CFP, ChFC, CLU, RICP, EA, CPA/PFS | Percentage of assets, Hourly, Fixed fees | | [Ryan Derousseau](https://find.wellspent.co/advisors/ryan-derousseau.md) | United Financial Planning Group | Hauppauge, New York | CFP, EA | Percentage of assets, Hourly, Fixed fees | | [Rahimul Taher](https://find.wellspent.co/advisors/rahimul-taher.md) | Taher Financial Planning | Brooklyn, New York | CFP, EA | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Luis Rosa](https://find.wellspent.co/advisors/luis-rosa.md) | Build a Better Financial Future LLC | White Plains, New York | CFP, EA | Percentage of assets, Flat fee or retainer | | [Josefine Cays](https://find.wellspent.co/advisors/josefine-cays.md) | Bridgewater Advisors Inc. | New York, New York | CFA, CFP, EA | Percentage of assets | | [Taylor Nissi](https://find.wellspent.co/advisors/taylor-nissi.md) | Farther | White Plains, New York | CFP | Percentage of assets, Flat fee or retainer | | [Douglas Augenthaler](https://find.wellspent.co/advisors/douglas-augenthaler.md) | Palumbo Wealth Management | Great Neck, New York | CFP, CFA | Percentage of assets, Fixed fees | | [Jesse Rodriquez](https://find.wellspent.co/advisors/jesse-rodriquez.md) | Rodriquez Wealth Management | Newport Beach, New York | CFP | Percentage of assets | | [Joseph Rodriguez](https://find.wellspent.co/advisors/joseph-rodriguez.md) | Matriarch Wealth Management | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Hague](https://find.wellspent.co/advisors/matthew-hague.md) | Guide Wealth Management | Putnam Valley, New York | CFP | Percentage of assets | | [Peter Levine](https://find.wellspent.co/advisors/peter-levine.md) | Velara Wealth Management | New York, New York | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Chen Li](https://find.wellspent.co/advisors/chen-li.md) | GoalVest Advisory | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [ignition tax](https://find.wellspent.co/advisors/ignition-tax-655000.md) | ignition tax | new york, New York | CPA | Flat fee or retainer | | [Larry Sprung](https://find.wellspent.co/advisors/larry-sprung.md) | Mitlin Financial, Inc | Hauppauge , New York | CFP | Percentage of assets, Flat fee or retainer | | [Sevasti Balafas](https://find.wellspent.co/advisors/sevasti-balafas.md) | GoalVest Advisory | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [George Marron](https://find.wellspent.co/advisors/george-marron.md) | High Probability Advisors | Pittsford, New York | CFP | Percentage of assets | | [Matthew Newman](https://find.wellspent.co/advisors/matthew-newman.md) | High Probability Advisors | Pittsford, New York | CFP | Percentage of assets | | [Michael Bernstein](https://find.wellspent.co/advisors/michael-bernstein.md) | Lionshead Wealth Management | New York, New York | CFP | Percentage of assets, Fixed fees | | [Scott Lasky](https://find.wellspent.co/advisors/scott-lasky.md) | Lionshead Wealth Management | New York, New York | CFP | Percentage of assets, Fixed fees | | [Arynton Hardy](https://find.wellspent.co/advisors/arynton-hardy.md) | Savvy | New York, New York | | Percentage of assets, One-time planning fee | | [Ashwini Patil](https://find.wellspent.co/advisors/ashwini-patil.md) | GoalVest Advisory | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Braden DeForge](https://find.wellspent.co/advisors/braden-deforge.md) | GoalVest Advisory | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Clayton Gardner](https://find.wellspent.co/advisors/clayton-gardner.md) | Titan | New York, New York | | Percentage of assets, Subscription | | [Harry Martin](https://find.wellspent.co/advisors/harry-martin.md) | GoalVest Advisory | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [James Keenan](https://find.wellspent.co/advisors/james-keenan-872666.md) | Keenan Private Wealth Management | New York, New York | | Percentage of assets, Hourly | | [James Vitiello](https://find.wellspent.co/advisors/james-vitiello.md) | Fifth Avenue Wealth Advisors | New York, New York | | Percentage of assets | | [Michael Jones](https://find.wellspent.co/advisors/michael-jones.md) | High Probability Advisors | Pittsford, New York | CFA | Percentage of assets | | [Peter Dizdar](https://find.wellspent.co/advisors/peter-dizdar.md) | Palumbo Wealth Management | Great Neck, New York | | Percentage of assets, Fixed fees | | [Sean Kearney](https://find.wellspent.co/advisors/sean-kearney.md) | Amvoy Wealth | New York, New York | | Percentage of assets, Fixed fees | | [Stephen Engel](https://find.wellspent.co/advisors/stephen-engel.md) | Palumbo Wealth Management | Great Neck, New York | | Percentage of assets, Fixed fees | | [Thomas Cefalu](https://find.wellspent.co/advisors/thomas-cefalu.md) | Downtown Wealth Studios | New York, New York | | Percentage of assets, Fixed fees | | [Brandon Sullivan](https://find.wellspent.co/advisors/brandon-sullivan.md) | Spring Street Wealth | New York, New York | | Percentage of assets, Fixed fees | | [Heather Proctor](https://find.wellspent.co/advisors/heather-proctor.md) | Milestones Private Investment Advisors | Fairport, New York | | Percentage of assets, Fixed fees | | [Mark Buscher](https://find.wellspent.co/advisors/mark-buscher.md) | Milestones Private Investment Advisors | Fairport, New York | | Percentage of assets, Fixed fees | | [Michael Rundle](https://find.wellspent.co/advisors/michael-rundle.md) | Orange Investment Advisors | Goshen, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Stephen Soper](https://find.wellspent.co/advisors/stephen-soper.md) | Orange Investment Advisors | Goshen, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Trevor Sarif-Killea](https://find.wellspent.co/advisors/trevor-sarif-killea.md) | Geometric Advisors | New York, New York | | Percentage of assets | | [Jake Cooper](https://find.wellspent.co/advisors/jake-cooper.md) | High Probability Advisors | Albany, New York | | Percentage of assets | | [James Zagelmeyer](https://find.wellspent.co/advisors/james-zagelmeyer.md) | Lionshead Wealth Management | New York, New York | | Percentage of assets, Fixed fees | Showing the first 50 of 70. The full list, page by page: https://find.wellspent.co/audiences/executives/new-york/?page=2 ## Related - [Retirement planning in New York](https://find.wellspent.co/specialties/retirement-planning/new-york.md) - [Estate planning in New York](https://find.wellspent.co/specialties/estate-planning/new-york.md) - [Tax planning in New York](https://find.wellspent.co/specialties/tax-planning/new-york.md) - [Family wealth transfer in New York](https://find.wellspent.co/specialties/family-wealth-transfer/new-york.md) - [Founders in New York](https://find.wellspent.co/specialties/founders-pre-exit/new-york.md) - [Small business owners in New York](https://find.wellspent.co/specialties/small-business-owners/new-york.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).