Firm
Taher Financial Planning
Brooklyn, New York
Fee-only
Taher Financial Planning at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 9 individual clients.
- Its average account is about $12,000 (assets it manages divided by its 13 accounts).
- Its ongoing planning fee starts at $1,500 a year, below the New York median of $3,600.
- 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
| Based in | Brooklyn, New York |
|---|---|
| Website | taherfinancial.com |
| [email protected] | |
| Phone | (646) 883-2505 |
Taher Financial Planning 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.
| Ongoing planning | From $1,500 a year |
|---|---|
| One-time plan | From $1,250 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Single: $1250 Initial Fee + $125 Monthly Fee" source
"Single: $1250 Initial Fee + $125 Monthly Fee" source
"Single: $1250 Initial Fee + $125 Monthly Fee" source
"Single: $1250 Initial Fee + $125 Monthly Fee" source
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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 9 |
| Accounts managed | 13 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 288081 |