# Financial advisors for executives in New York City, New York > For executives in New York City, 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, Courtney McKenna of Altfest Personal Wealth Management and Josefine Cays of Bridgewater Advisors Inc.. Page: https://find.wellspent.co/audiences/executives/new-york/new-york-city/ 34 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 City? For executives in New York City, 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, Courtney McKenna of Altfest Personal Wealth Management and Josefine Cays of Bridgewater Advisors Inc.. - [J. Scott Kittrell](https://find.wellspent.co/advisors/j-scott-kittrell/), Modera Wealth Management, LLC, New York. Holds the CPA, CFA and CFP. Fees on file: percentage of assets, flat fee or retainer. - [Courtney McKenna](https://find.wellspent.co/advisors/courtney-mckenna/), Altfest Personal Wealth Management, New York. 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. 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. Holds the CPA, CFP and EA. Fees on file: percentage of assets, hourly. - [David Frisch](https://find.wellspent.co/advisors/david-frisch/), Frisch Financial Group, Inc., New York. Holds the CPA and CFP. Fees on file: percentage of assets, fixed fees. - [Curtis Pope](https://find.wellspent.co/advisors/curtis-pope/), Pope Wealth Planning, New York. Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee. ## How many fee-only financial advisors in New York City work with executives? The Wellspent public graph lists 34 fee-only advisors for executives in New York City, at 21 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for executives in New York City charge? The most common fee among fee-only advisors for executives in New York City is a percentage of assets, used by 91% of the 34 with fees on file. Many use more than one: 50% charge fixed fees and 29% charge by the hour. ## How much do fee-only financial advisors charge in New York City? Fee-only financial advisors in New York City charge a median of $4,800 a year for ongoing planning. We found this across the published prices of 12 New York City firms. ## How much does a one-time financial plan cost in New York City? A one-time financial plan from a fee-only firm in New York City has a median price of $3,600. We found this across the published prices of 9 New York City firms. ## What credentials should a financial advisor for executives have? For executives, look for the CPA, CFA and CFP. In New York City, 32% of the 34 advisors listed hold the CFP. - CPA (15% of advisors listed): CPAs help with deferred compensation tax. - CFA (15% of advisors listed): The CFA helps with concentrated stock. - CFP (32% of advisors listed): The CFP keeps compensation in the wider plan. - EA (9% of advisors listed): Enrolled agents add tax depth. ## How do New York City advisors for executives compare with the rest of the US? 29% of fee-only advisors for executives in New York City 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 City? - 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 City? 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 | |---|---|---|---|---| | [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 | | [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 | | [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 | | [Josefine Cays](https://find.wellspent.co/advisors/josefine-cays.md) | Bridgewater Advisors Inc. | New York, New York | CFA, CFP, EA | 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 | | [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 | | [Sevasti Balafas](https://find.wellspent.co/advisors/sevasti-balafas.md) | GoalVest Advisory | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [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 | | [Sean Kearney](https://find.wellspent.co/advisors/sean-kearney.md) | Amvoy Wealth | New York, 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 | | [Trevor Sarif-Killea](https://find.wellspent.co/advisors/trevor-sarif-killea.md) | Geometric Advisors | New York, 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 | | [Mehak Thukral](https://find.wellspent.co/advisors/mehak-thukral.md) | Lionshead Wealth Management | New York, New York | | Percentage of assets, Fixed fees | | [Michael Tanney](https://find.wellspent.co/advisors/michael-tanney.md) | Pereon Wealth | New York, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [Justin Berrie](https://find.wellspent.co/advisors/justin-berrie.md) | Capital Counsel | New York, New York | | Percentage of assets | | [Lauren Blum](https://find.wellspent.co/advisors/lauren-blum.md) | Capital Counsel | New York, New York | | Percentage of assets | | [Matthew Friedman](https://find.wellspent.co/advisors/matthew-friedman.md) | Capital Counsel | New York, New York | | Percentage of assets | | [Nicole Scarpati](https://find.wellspent.co/advisors/nicole-scarpati.md) | Capital Counsel | New York, New York | | Percentage of assets | | [Samuel Magid](https://find.wellspent.co/advisors/samuel-magid.md) | Capital Counsel | New York, New York | | Percentage of assets | | [Terence Greene](https://find.wellspent.co/advisors/terence-greene.md) | Capital Counsel | New York, New York | | Percentage of assets | ## Related - [Estate planning in New York City](https://find.wellspent.co/specialties/estate-planning/new-york/new-york-city.md) - [Family wealth transfer in New York City](https://find.wellspent.co/specialties/family-wealth-transfer/new-york/new-york-city.md) - [Tax planning in New York City](https://find.wellspent.co/specialties/tax-planning/new-york/new-york-city.md) - [Retirement planning in New York City](https://find.wellspent.co/specialties/retirement-planning/new-york/new-york-city.md) - [Founders in New York City](https://find.wellspent.co/specialties/founders-pre-exit/new-york/new-york-city.md) - [Ultra-high-net-worth families in New York City](https://find.wellspent.co/audiences/ultra-high-net-worth/new-york/new-york-city.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).