Financial advisors for ultra-high-net-worth families in New York City, New York

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.

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.

See every fee-only advisor fee in New York

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.

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?

1. What would I pay in dollars, on my balance, each year?
2. Who on your team handles tax and estate work?
3. How many clients my size do you serve?
4. How do you handle private investments?
5. 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.