Financial advisors for high earners in New York
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Shane Mason Brooklyn FI, Brooklyn Holds the CPA, EA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Rahimul Taher Taher Financial Planning, Brooklyn Holds the EA and CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Gabriel Kaplan Wealth Habits, White Plains Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Justin Belkin Financial Boss, Plainview Holds the EA and CFP. Fees on file: flat fee or retainer, percentage of assets.
- Curtis Pope Pope Wealth Planning, New York City Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee.
- 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.
Plus 16 in other cities.
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.
- CPA6% in New York
- CPAs help with high-income tax.
- EA8% in New York
- Enrolled agents help with multi-year tax planning.
- CFP43% in New York
- 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.
Dark bars are New York. Light bars are all US advisors for high earners.
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.
All 49 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Chris Haigh | Iconoclastic Capital Management LLC | Brooklyn | CFP, ChFC, RICP | Percentage of assets, Ongoing planning fee |
| Curtis Pope | Pope Wealth Planning | New York | CFP | One-time planning fee, Ongoing planning fee |
| Gabriel Kaplan | Wealth Habits | White Plains | CFP, CPA, MBA | Percentage of assets, Ongoing planning fee |
| Gene Thompson | Iconoclastic Capital Management | Brooklyn | CFP, ChFC, RICP, Certified Student Loan Professional | Percentage of assets, Ongoing planning fee |
| Jared Paul | Capable Wealth | Albany | CFP, CIMA | Percentage of assets, Hourly |
| Kathryn Kubiak-Rizzone | About Time Financial Planning | Rochester | CFP | Flat fee or retainer, Ongoing planning fee |
| Philip Murphy Independent, advice-only planning for people saving, investing or facing transitions like retirement, a new career or a health challenge. | IndiePlan LLC | Albany | CFP, CFA | Subscription, One-time planning fee |
| Erik Nero | First Step Wealth Planning, LLC | Wilton | CFP, RICP | Flat fee or retainer, Ongoing planning fee |
| Ally Jane Ayers | Brooklyn FI, LLC | Brooklyn | CFP, EA | Percentage of assets, Ongoing planning fee |
| Justin Belkin | Financial Boss | Plainview | CFP, EA, MBA | Flat fee or retainer, Percentage of assets |
| Shane Mason | Brooklyn FI | Brooklyn | CFP, CPA/PFS, CPWA, EA | Percentage of assets, Ongoing planning fee |
| Rahimul Taher | Taher Financial Planning | Brooklyn | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Jeffrey Wolniewicz | Under Par Planning | Buffalo | CFP, ChFC, CLU, MBA | Ongoing planning fee, Percentage of assets |
| Taylor Nissi On a mission to help Business Owners and High Achieving Professionals accelerate their wealth to build confidence, peace of mind, and clarity in their financial life. | Farther | White Plains | CFP | Percentage of assets, Flat fee or retainer |
| Matthew Hague | Guide Wealth Management | Putnam Valley | CFP | Percentage of assets |
| Chen Li | GoalVest Advisory | New York | CFA | Percentage of assets, Hourly |
| Dyer McCabe | Kilter Group | Rhinebeck | CFP, ChFC | Percentage of assets, Fixed fees |
| ignition tax ignition tax | ignition tax | new york | CPA | Flat fee or retainer |
| Larry Sprung Bringing JOY to Your Money Journey™ | Mitlin Financial, Inc | Hauppauge | CFP | Percentage of assets, Flat fee or retainer |
| Patrick Cicchetti I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business. | Ryse Capital Management | Rochester | Not listed | Flat fee or retainer, Hourly |
| Peter Egolf | Kilter Group | Rhinebeck | CFP | Percentage of assets, Fixed fees |
| Sevasti Balafas | GoalVest Advisory | New York | CFA | Percentage of assets, Hourly |
| Barry Picker | Meisels, Kunstler, Picker & Auerbach | Cedarhurst | CFP | Percentage of assets, Hourly |
| George Marron | High Probability Advisors | Pittsford | CFP | Percentage of assets |
| Matthew Newman | High Probability Advisors | Pittsford | CFP | Percentage of assets |
| Rupesh Goyal | Alphanso | Rochester | Not listed | Flat fee or retainer, Ongoing planning fee |
| Arynton Hardy I work with tech employees, founders, and high-performers navigating equity, liquidity events, and non-traditional income. | Savvy | New York | Not listed | Percentage of assets, One-time planning fee |
| Ashwini Patil | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| Braden DeForge | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| Clayton Gardner Award-winning modern wealth management firm for high earning professionals. | Titan | New York | Not listed | Percentage of assets, Subscription |
| Harry Martin | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| James Keenan | Keenan Private Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| James Vitiello | Fifth Avenue Wealth Advisors | New York | Not listed | Percentage of assets |
| Michael Jones | High Probability Advisors | Pittsford | CFA | Percentage of assets |
| Thomas Cefalu | Downtown Wealth Studios | New York | Not listed | Percentage of assets, Fixed fees |
| Brandon Sullivan | Spring Street Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Jennifer Ziesk | Kilter Group | Rhinebeck | Not listed | Percentage of assets, Fixed fees |
| Kaylee Johnson | Kilter Group | Webster | Not listed | Percentage of assets, Fixed fees |
| Luz Curiel | Kilter Group | Rhinebeck | Not listed | Percentage of assets, Fixed fees |
| Roger Chen | MYeCFO | New York | CFA | Percentage of assets, Hourly |
| Trevor Sarif-Killea | Geometric Advisors | New York | Not listed | Percentage of assets |
| Jake Cooper | High Probability Advisors | Albany | Not listed | Percentage of assets |
| Jeremy Wadsworth | North Woods Wealth Management | Buffalo | CFA | Percentage of assets, Fixed fees |
| Nikki Hamblin | High Probability Advisors | Pittsford | Not listed | Percentage of assets |
| Stephen Carl | High Probability Advisors | Pittsford | Not listed | Percentage of assets |
| David SooHoo | Angel Wealth Advisors | Astoria | Not listed | Percentage of assets, Flat fee or retainer |
| Priya Malani | Stash Wealth | New York | Not listed | Percentage of assets, One-time planning fee |
| William Wadsworth | North Woods Wealth Management | Buffalo | Not listed | Percentage of assets, Fixed fees |
| Timothy Wilson | Wilson Advisors | Mechanicville | Not listed | Flat fee or retainer |
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