# Fee-only financial advisors in Brooklyn, New York > Start with a fee-only advisor in Brooklyn whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Shane Mason of Brooklyn FI, Chad Chase of CGN Advisors, LLC and Rahimul Taher of Taher Financial Planning, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/new-york/brooklyn/ 39 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Brooklyn? Start with a fee-only advisor in Brooklyn whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Shane Mason of Brooklyn FI, Chad Chase of CGN Advisors, LLC and Rahimul Taher of Taher Financial Planning, chosen for their credentials and fees on file. ## How many fee-only advisors in Brooklyn are there? The Wellspent public graph lists 39 fee-only advisors in Brooklyn, at 29 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Brooklyn focus on? The most common focus among fee-only advisors in Brooklyn is tax planning (10), followed by estate planning (10) and retirement planning (7). Advisors can list more than one. ## How do fee-only advisors in Brooklyn charge? The most common fee among fee-only advisors in Brooklyn is a percentage of assets, used by 85% of the 39 with fees on file. Many use more than one: 49% charge by the hour and 44% charge fixed fees. ## How much does a one-time financial plan cost in Brooklyn? A one-time financial plan from a fee-only firm in Brooklyn has a median price of $4,500. We found this across the published prices of 6 Brooklyn firms. ## 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 many fee-only advisors in Brooklyn hold the CFP? 62% of the 39 fee-only advisors in Brooklyn hold the CFP certification, based on the credentials listed on each record. ## 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. ## How current is this list of fee-only advisors in Brooklyn? 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 | |---|---|---|---|---| | [Igor Aronov](https://find.wellspent.co/advisors/igor-aronov.md) | FAR Financial | Brooklyn, New York | CFP | One-time planning fee, Hourly | | [Chris Haigh](https://find.wellspent.co/advisors/chris-haigh.md) | Iconoclastic Capital Management LLC | Brooklyn, New York | CFP, ChFC, RICP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Gene Thompson](https://find.wellspent.co/advisors/gene-thompson.md) | Iconoclastic Capital Management | Brooklyn, New York | CFP, ChFC, RICP, Certified Student Loan Professional, CLU | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Ally Jane Ayers](https://find.wellspent.co/advisors/ally-jane-ayers.md) | Brooklyn FI, LLC | Brooklyn, New York | CFP, EA | Percentage of assets, Ongoing planning fee | | [Chad Chase](https://find.wellspent.co/advisors/chad-chase.md) | CGN Advisors, LLC | Brooklyn, New York | CFP, MBA, CFA, BA, CPA/PFS, CIMA, ChSNC, CDFA, RFC, EA | Ongoing planning fee | | [Shane Mason](https://find.wellspent.co/advisors/shane-mason.md) | Brooklyn FI | Brooklyn, New York | CFP, CPA/PFS, CPWA, EA, RLP, CPA, PFS | Percentage of assets, Ongoing planning fee | | [Sara Stanich](https://find.wellspent.co/advisors/sara-stanich.md) | Cultivating Wealth | Brooklyn, New York | CFP, CDFA, MBA | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Cristina Guglielmetti](https://find.wellspent.co/advisors/cristina-guglielmetti.md) | Future Perfect Planning, LLC | Brooklyn, New York | CFP, EA, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee, Hourly | | [Rahimul Taher](https://find.wellspent.co/advisors/rahimul-taher.md) | Taher Financial Planning | Brooklyn, New York | CFP, EA | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Katherine Young](https://find.wellspent.co/advisors/katherine-young.md) | Yearwood Young Advisors LLC | Brooklyn, New York | CFA, CFP | Ongoing planning fee, Percentage of assets | | [Jonathan Elks](https://find.wellspent.co/advisors/jonathan-elks.md) | Boerum Hill Financial Advisors | Brooklyn, New York | CFP | Percentage of assets, One-time planning fee | | [Andy Liang](https://find.wellspent.co/advisors/andy-liang.md) | Sylo Planning, LLC | Brooklyn, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Brandon Tacconelli](https://find.wellspent.co/advisors/brandon-tacconelli.md) | Thinking Big Financial | Brooklyn, New York | CFP | Ongoing planning fee | | [C. E. Scott Brewster](https://find.wellspent.co/advisors/c-e-scott-brewster.md) | Brewster Financial Planning LLC | Brooklyn, New York | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Harvey Kraus](https://find.wellspent.co/advisors/harvey-kraus.md) | Walnut Investment Services | Brooklyn, New York | | Percentage of assets, Hourly | | [James Marrocco](https://find.wellspent.co/advisors/james-marrocco.md) | Thinking Big Financial | Brooklyn, New York | CFP, CFA | Ongoing planning fee | | [Mark Blinderman](https://find.wellspent.co/advisors/mark-blinderman.md) | Walnut Investment Services | Brooklyn, New York | | Percentage of assets, Hourly | | [Tipiwa Walker](https://find.wellspent.co/advisors/tipiwa-walker.md) | Lucre Advisory LLC | Brooklyn, New York | CFP, MBA | Percentage of assets, Fixed fees | | [Zhi Li](https://find.wellspent.co/advisors/zhi-li.md) | Twelve Two Capital LLC | Brooklyn, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Aron Pinson](https://find.wellspent.co/advisors/aron-pinson.md) | Equinum | Brooklyn, New York | CFA | Percentage of assets | | [Zacharia Waxler](https://find.wellspent.co/advisors/zacharia-waxler.md) | Equinum | Brooklyn, New York | | Percentage of assets | | [Gamal Walker](https://find.wellspent.co/advisors/gamal-walker.md) | 4Sight Advisors | Brooklyn, New York | | Ongoing planning fee | | [Caroline Young](https://find.wellspent.co/advisors/caroline-young.md) | Cultivating Wealth | Brooklyn, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Charles Brewster](https://find.wellspent.co/advisors/charles-brewster.md) | Brewster Financial Planning | Brooklyn, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Jacqueline Worstell](https://find.wellspent.co/advisors/jacqueline-worstell.md) | Brooklyn FI | Brooklyn, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [John Owens](https://find.wellspent.co/advisors/john-owens.md) | Brooklyn FI | Brooklyn, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Rebecca Brown](https://find.wellspent.co/advisors/rebecca-brown.md) | Visionary Horizons | Brooklyn, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Richard Daskin](https://find.wellspent.co/advisors/richard-daskin.md) | RSD Advisors | Brooklyn, New York | CFP, CFA | Percentage of assets, Fixed fees | | [Wen Jie Lin-Ham](https://find.wellspent.co/advisors/wen-jie-lin-ham.md) | Brewster Financial Planning | Brooklyn, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Micah Weinstein](https://find.wellspent.co/advisors/micah-weinstein.md) | Coast Bridge Capital | Brooklyn, New York | CFA | Percentage of assets | | [Amanda Vaught](https://find.wellspent.co/advisors/amanda-vaught.md) | Propel Financial Advisors | Brooklyn, New York | | Percentage of assets, Hourly | | [Edwin Adams](https://find.wellspent.co/advisors/edwin-adams.md) | Brewster Financial Planning | Brooklyn, New York | | Percentage of assets, Hourly, Fixed fees | | [Igor Kokorine](https://find.wellspent.co/advisors/igor-kokorine.md) | ICN Holding | Brooklyn, New York | | Percentage of assets, Performance-based fees | | [Jack Solasz](https://find.wellspent.co/advisors/jack-solasz.md) | JPS Advisors | Brooklyn, New York | | Percentage of assets, Fixed fees | | [Jeffrey Dingle](https://find.wellspent.co/advisors/jeffrey-dingle.md) | Brooklyn FI | Brooklyn, New York | | Percentage of assets, Hourly, Fixed fees | | [Joshua Young](https://find.wellspent.co/advisors/joshua-young.md) | Oak & Reed Capital Management | Brooklyn, New York | | Percentage of assets, Hourly, Fixed fees | | [Ravi Malhotra](https://find.wellspent.co/advisors/ravi-malhotra.md) | Oak & Reed Capital Management | Brooklyn, New York | | Percentage of assets, Hourly, Fixed fees | | [Robert Fortune](https://find.wellspent.co/advisors/robert-fortune.md) | Fortune Advisory Services | Brooklyn, New York | | Percentage of assets | | [Temitope Omojola](https://find.wellspent.co/advisors/temitope-omojola.md) | Expected Value Management | Brooklyn, New York | | Percentage of assets, Hourly, Subscription, Fixed fees, Performance-based fees | ## 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).