# Financial advisors for high earners in New York > For high earners in New York, talk to a fee-only planner who focuses on tax and cash flow as much as investing. High income with modest assets is a poor fit for minimums and percentage fees, so ask how you'd be charged. Records to start with include Shane Mason of Brooklyn FI, Rahimul Taher of Taher Financial Planning and Gabriel Kaplan of Wealth Habits. Page: https://find.wellspent.co/audiences/high-earners/new-york/ 49 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 a high earner in New York? For high earners in New York, talk to a fee-only planner who focuses on tax and cash flow as much as investing. High income with modest assets is a poor fit for minimums and percentage fees, so ask how you'd be charged. Records to start with include Shane Mason of Brooklyn FI, Rahimul Taher of Taher Financial Planning and Gabriel Kaplan of Wealth Habits. - [Shane Mason](https://find.wellspent.co/advisors/shane-mason/), Brooklyn FI, Brooklyn. Holds the CPA, EA and CFP. Fees on file: percentage of assets, ongoing planning fee. - [Rahimul Taher](https://find.wellspent.co/advisors/rahimul-taher/), Taher Financial Planning, Brooklyn. Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Gabriel Kaplan](https://find.wellspent.co/advisors/gabriel-kaplan/), Wealth Habits, White Plains. Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee. - [Justin Belkin](https://find.wellspent.co/advisors/justin-belkin/), Financial Boss, Plainview. Holds the EA and CFP. Fees on file: flat fee or retainer, percentage of assets. - [Curtis Pope](https://find.wellspent.co/advisors/curtis-pope/), Pope Wealth Planning, New York City. Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee. - [Jeffrey Wolniewicz](https://find.wellspent.co/advisors/jeffrey-wolniewicz/), Under Par Planning, Buffalo. Holds the CFP. Fees on file: ongoing planning fee, percentage of assets. ## How many fee-only financial advisors in New York work with high earners? The Wellspent public graph lists 49 fee-only advisors for high earners in New York, at 35 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for high earners in New York located? Of the 49 fee-only advisors for high earners in New York, 16 are in New York City, followed by 5 in Brooklyn and 5 in Pittsford. ## How do fee-only advisors for high earners in New York charge? The most common fee among fee-only advisors for high earners in New York is a percentage of assets, used by 84% of the 49 with fees on file. Many use more than one: 35% charge fixed fees and 27% charge an ongoing planning fee. ## 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 high earners have? For high earners, look for the CPA, EA and CFP. In New York, 43% of the 49 advisors listed hold the CFP. - CPA (6% of advisors listed): CPAs help with high-income tax. - EA (8% of advisors listed): Enrolled agents help with multi-year tax planning. - CFP (43% of advisors listed): The CFP covers insurance and saving decisions together. ## How do New York advisors for high earners compare with the rest of the US? 43% of fee-only advisors for high earners in New York hold the CFP, compared with 52% of the 1,176 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 should I ask a financial advisor as a high earner in New York? - Do you have a minimum, and do you take clients on income rather than assets? - Which accounts should I use once I've maxed my 401(k)? - How would you reduce my tax this year and next? - How much should I be saving, in dollars? - How do you account for local income tax where I live and work? ## How current is this list of fee-only advisors for high earners 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 | |---|---|---|---|---| | [Chris Haigh](https://find.wellspent.co/advisors/chris-haigh.md) | Iconoclastic Capital Management LLC | Brooklyn, New York | CFP, ChFC, RICP | Percentage of assets, Ongoing planning fee, One-time 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 | | [Gabriel Kaplan](https://find.wellspent.co/advisors/gabriel-kaplan.md) | Wealth Habits | White Plains, New York | CFP, CPA, MBA | Percentage of assets, Ongoing planning fee | | [Gene Thompson](https://find.wellspent.co/advisors/gene-thompson.md) | Iconoclastic Capital Management | Brooklyn, New York | CFP, ChFC, RICP, Certified Student Loan Professional, CLU | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Jared Paul](https://find.wellspent.co/advisors/jared-paul.md) | Capable Wealth | Albany, New York | CFP, CIMA | Percentage of assets, Hourly, Fixed fees | | [Kathryn Kubiak-Rizzone](https://find.wellspent.co/advisors/kathryn-kubiak-rizzone.md) | About Time Financial Planning | Rochester, New York | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Philip Murphy](https://find.wellspent.co/advisors/philip-murphy.md) | IndiePlan LLC | Albany, New York | CFP, CFA | Subscription, One-time planning fee, Hourly | | [Erik Nero](https://find.wellspent.co/advisors/erik-nero.md) | First Step Wealth Planning, LLC | Wilton, New York | CFP, RICP | Flat fee or retainer, Ongoing planning fee | | [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 | | [Justin Belkin](https://find.wellspent.co/advisors/justin-belkin.md) | Financial Boss | Plainview, New York | CFP, EA, MBA | Flat fee or retainer, Percentage of assets, Ongoing 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 | | [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 | | [Jeffrey Wolniewicz](https://find.wellspent.co/advisors/jeffrey-wolniewicz.md) | Under Par Planning | Buffalo, New York | CFP, ChFC, CLU, MBA, RICP, RLP | Ongoing planning fee, Percentage of assets, One-time planning fee | | [Taylor Nissi](https://find.wellspent.co/advisors/taylor-nissi.md) | Farther | White Plains, New York | CFP | Percentage of assets, Flat fee or retainer | | [Matthew Hague](https://find.wellspent.co/advisors/matthew-hague.md) | Guide Wealth Management | Putnam Valley, New York | CFP | Percentage of assets | | [Chen Li](https://find.wellspent.co/advisors/chen-li.md) | GoalVest Advisory | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [Dyer McCabe](https://find.wellspent.co/advisors/dyer-mccabe.md) | Kilter Group | Rhinebeck, New York | CFP, ChFC | Percentage of assets, 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 | | [Patrick Cicchetti](https://find.wellspent.co/advisors/patrick-cicchetti.md) | Ryse Capital Management | Rochester, New York | | Flat fee or retainer, Hourly, One-time planning fee | | [Peter Egolf](https://find.wellspent.co/advisors/peter-egolf.md) | Kilter Group | Rhinebeck, New York | CFP | Percentage of assets, Fixed fees | | [Sevasti Balafas](https://find.wellspent.co/advisors/sevasti-balafas.md) | GoalVest Advisory | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [Barry Picker](https://find.wellspent.co/advisors/barry-picker.md) | Meisels, Kunstler, Picker & Auerbach | Cedarhurst, New York | CFP | 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 | | [Rupesh Goyal](https://find.wellspent.co/advisors/rupesh-goyal.md) | Alphanso | Rochester, New York | | Flat fee or retainer, Ongoing planning fee | | [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 | | [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 | | [Jennifer Ziesk](https://find.wellspent.co/advisors/jennifer-ziesk.md) | Kilter Group | Rhinebeck, New York | | Percentage of assets, Fixed fees | | [Kaylee Johnson](https://find.wellspent.co/advisors/kaylee-johnson.md) | Kilter Group | Webster, New York | | Percentage of assets, Fixed fees | | [Luz Curiel](https://find.wellspent.co/advisors/luz-curiel.md) | Kilter Group | Rhinebeck, New York | | Percentage of assets, Fixed fees | | [Roger Chen](https://find.wellspent.co/advisors/roger-chen.md) | MYeCFO | New York, New York | CFA | 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 | | [Jeremy Wadsworth](https://find.wellspent.co/advisors/jeremy-wadsworth.md) | North Woods Wealth Management | Buffalo, New York | CFA | Percentage of assets, Fixed fees | | [Nikki Hamblin](https://find.wellspent.co/advisors/nikki-hamblin.md) | High Probability Advisors | Pittsford, New York | | Percentage of assets | | [Stephen Carl](https://find.wellspent.co/advisors/stephen-carl.md) | High Probability Advisors | Pittsford, New York | | Percentage of assets | | [David SooHoo](https://find.wellspent.co/advisors/david-soohoo.md) | Angel Wealth Advisors | Astoria, New York | | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Priya Malani](https://find.wellspent.co/advisors/priya-malani.md) | Stash Wealth | New York, New York | | Percentage of assets, One-time planning fee | | [William Wadsworth](https://find.wellspent.co/advisors/william-wadsworth.md) | North Woods Wealth Management | Buffalo, New York | | Percentage of assets, Fixed fees | | [Timothy Wilson](https://find.wellspent.co/advisors/timothy-wilson.md) | Wilson Advisors | Mechanicville, New York | | Flat fee or retainer | ## 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).