Altfest Personal Wealth Management

Altfest Personal Wealth Management at a glance

• One of 480 fee-only firms based in New York in the Wellspent graph.
• 16 advisors are listed here; 13 of 16 hold the CFP.
• Its Form ADV reports 42 employees and 686 individual clients, 431 of them high net worth.
• Its average account is about $573,000 (assets it manages divided by its 3,139 accounts).
• Its website says it's taking new clients.
• It works with clients virtually as well as in person.

Fee-only advisors in New York · What fee-only advisors charge in New York

Facts

Altfest Personal Wealth Management fees

What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (16)

• Andrew Altfest

  CFP · MBA

• Andrew Laskaris

  CFP · CFA

• Courtney McKenna

  CFP · CLU · CFA

• David Kressner

  CFP · CFA

• Ekta Patel

  CFP

• Eric Nelson

  CFP

• Feifei Xing

  CFP

• Filip Wolfe

  CFP

• Juan Gonzalez

• Karen Altfest

  CFP

• Lewis Altfest

  CFP · PFS · CFA

• Palak Forbes

• Steven Novack

  CFP

• Tara Korkus

  CFP

• Ting Wang

  CFP

• William Prendergast