Financial advisors for executives in New York

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.

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.

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.

See every fee-only advisor fee in New York

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.

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?

1. How would you plan my deferred compensation elections?
2. How do you work around trading windows and 10b5-1 plans?
3. How much of my wealth should depend on my employer?
4. What would you do first if I left or was let go?
5. How do you account for local income tax where I live and work?
6. 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.