# Financial advisors for ultra-high-net-worth families in New York City, New York > For ultra-high-net-worth families in New York City, talk to a fee-only firm with a team across investing, tax, and estate work, and ask who actually does each part. At this level, how fees scale on large balances matters as much as the percentage you're quoted. Records to start with include Lori Choi of Veris Wealth Partners, Jonathan Roberts of Klingenstein Fields Advisors and Joseph Rodriguez of Matriarch Wealth Management. Page: https://find.wellspent.co/audiences/ultra-high-net-worth/new-york/new-york-city/ 40 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 ultra-high-net-worth family in New York City? For ultra-high-net-worth families in New York City, talk to a fee-only firm with a team across investing, tax, and estate work, and ask who actually does each part. At this level, how fees scale on large balances matters as much as the percentage you're quoted. Records to start with include Lori Choi of Veris Wealth Partners, Jonathan Roberts of Klingenstein Fields Advisors and Joseph Rodriguez of Matriarch Wealth Management. - [Lori Choi](https://find.wellspent.co/advisors/lori-choi/), Veris Wealth Partners, New York. Holds the CFA. Fees on file: percentage of assets, hourly. - [Jonathan Roberts](https://find.wellspent.co/advisors/jonathan-roberts/), Klingenstein Fields Advisors, New York. Holds the CFA. Fees on file: percentage of assets, fixed fees. - [Joseph Rodriguez](https://find.wellspent.co/advisors/joseph-rodriguez/), Matriarch Wealth Management, New York. Holds the CFP. Fees on file: percentage of assets, hourly. - [Sevasti Balafas](https://find.wellspent.co/advisors/sevasti-balafas/), GoalVest Advisory, New York. Holds the CFA. Fees on file: percentage of assets, hourly. - [Hakan Ergulec](https://find.wellspent.co/advisors/hakan-ergulec/), Tekmen Wells Investments, New York. Holds the CFA. Fees on file: percentage of assets, hourly. - [Michael Hymes](https://find.wellspent.co/advisors/michael-hymes/), Beatrice Advisors, New York. Holds the CFP. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in New York City work with ultra-high-net-worth families? The Wellspent public graph lists 40 fee-only advisors for ultra-high-net-worth families in New York City, at 16 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for ultra-high-net-worth families in New York City charge? The most common fee among fee-only advisors for ultra-high-net-worth families in New York City is a percentage of assets, used by 100% of the 40 with fees on file. Many use more than one: 75% charge fixed fees and 33% 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 ultra-high-net-worth families have? For ultra-high-net-worth families, look for the CFA and CFP. In New York City, 15% of the 40 advisors listed hold the CFA. - CFA (15% of advisors listed): The CFA supports complex portfolios. - CFP (15% of advisors listed): The CFP keeps the whole picture together. ## How do New York City advisors for ultra-high-net-worth families compare with the rest of the US? 15% of fee-only advisors for ultra-high-net-worth families in New York City hold the CFP, compared with 32% of the 1,133 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does New York have an estate tax? Yes. New York has its own estate tax, separate from the federal one, and its threshold can be lower. ## What should I ask a financial advisor as an ultra-high-net-worth family in New York City? - What would I pay in dollars, on my balance, each year? - Who on your team handles tax and estate work? - How many clients my size do you serve? - How do you handle private investments? - How would you plan for New York's estate tax as well as the federal one? ## How current is this list of fee-only advisors for ultra-high-net-worth families 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 | |---|---|---|---|---| | [Joseph Rodriguez](https://find.wellspent.co/advisors/joseph-rodriguez.md) | Matriarch Wealth Management | New York, New York | CFP | 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 | | [Elena Ladygina](https://find.wellspent.co/advisors/elena-ladygina.md) | Veris Wealth Partners | New York, New York | CFP | Percentage of assets, Hourly, 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 | | [Timothy Kingsbury](https://find.wellspent.co/advisors/timothy-kingsbury.md) | Veris Wealth Partners | New York, New York | CFP | 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 | | [Michael Hymes](https://find.wellspent.co/advisors/michael-hymes.md) | Beatrice Advisors | 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 | | [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 | | [Lori Choi](https://find.wellspent.co/advisors/lori-choi.md) | Veris Wealth Partners | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [Mervin Burton](https://find.wellspent.co/advisors/mervin-burton.md) | Beatrice Advisors | New York, New York | CFA | 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 | | [Thomas Cefalu](https://find.wellspent.co/advisors/thomas-cefalu.md) | Downtown Wealth Studios | New York, New York | | Percentage of assets, Fixed fees | | [Frederick Hinkley](https://find.wellspent.co/advisors/frederick-hinkley.md) | Manchester Capital Management | New York, New York | | Percentage of assets, Fixed fees | | [Richard Chen](https://find.wellspent.co/advisors/richard-chen.md) | Veris Wealth Partners | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Susan Sofronas](https://find.wellspent.co/advisors/susan-sofronas.md) | Manchester Capital Management | New York, New York | | Percentage of assets, Fixed fees | | [Gregory Desroches](https://find.wellspent.co/advisors/gregory-desroches.md) | Beatrice Advisors | New York, New York | | Percentage of assets, Fixed fees | | [James Zagelmeyer](https://find.wellspent.co/advisors/james-zagelmeyer.md) | Lionshead Wealth Management | New York, New York | | Percentage of assets, Fixed fees | | [Jonathan Roberts](https://find.wellspent.co/advisors/jonathan-roberts.md) | Klingenstein Fields Advisors | New York, New York | CFA, CIC | Percentage of assets, Fixed fees, Performance-based fees | | [Laurence Ach](https://find.wellspent.co/advisors/laurence-ach.md) | Klingenstein Fields Advisors | New York, New York | CIC | Percentage of assets, Fixed fees, Performance-based fees | | [Mehak Thukral](https://find.wellspent.co/advisors/mehak-thukral.md) | Lionshead Wealth Management | New York, New York | | Percentage of assets, Fixed fees | | [Meredith Fennebresque](https://find.wellspent.co/advisors/meredith-fennebresque.md) | Beatrice Advisors | New York, New York | | Percentage of assets, Fixed fees | | [William Petty](https://find.wellspent.co/advisors/william-petty.md) | Estabrook Capital Management | New York, New York | | Percentage of assets, Fixed fees | | [Hakan Ergulec](https://find.wellspent.co/advisors/hakan-ergulec.md) | Tekmen Wells Investments | New York, New York | CFA | Percentage of assets, Hourly, Fixed 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 | | [Steven Abernathy](https://find.wellspent.co/advisors/steven-abernathy.md) | The Abernathy Group II Family Office | New York, New York | | Percentage of assets, Hourly, Performance-based fees | | [Terence Greene](https://find.wellspent.co/advisors/terence-greene.md) | Capital Counsel | New York, New York | | Percentage of assets | | [David Raphael](https://find.wellspent.co/advisors/david-raphael.md) | Klingenstein Fields Advisors | New York, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [James Fields](https://find.wellspent.co/advisors/james-fields.md) | Klingenstein Fields Advisors | New York, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [Kenneth Pollinger](https://find.wellspent.co/advisors/kenneth-pollinger.md) | Klingenstein Fields Advisors | New York, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [Sheldon Steuer](https://find.wellspent.co/advisors/sheldon-steuer.md) | Equinum | New York, New York | | Percentage of assets | | [Esteban Handal](https://find.wellspent.co/advisors/esteban-handal.md) | Handal Dunaway | New York, New York | | Percentage of assets | | [Tracy Nixon](https://find.wellspent.co/advisors/tracy-nixon.md) | Tekmen Wells Investments | New York, New York | | Percentage of assets, Hourly, Fixed fees | ## 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) - [Equity compensation in New York City](https://find.wellspent.co/specialties/equity-compensation/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).