Fee-only financial advisors in Brooklyn, New York
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Shane Mason Brooklyn FI Holds the CFP, CPA and EA. Fees on file: percentage of assets, ongoing planning fee.
- Chad Chase CGN Advisors, LLC Holds the CFP, CFA and CPA. Fees on file: ongoing planning fee.
- Rahimul Taher Taher Financial Planning Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Cristina Guglielmetti Future Perfect Planning, LLC Holds the CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- Katherine Young Yearwood Young Advisors LLC Holds the CFP and CFA. Fees on file: ongoing planning fee, percentage of assets.
- James Marrocco Thinking Big Financial Holds the CFP and CFA. Fees on file: ongoing planning fee.
By the numbers
- Advisors listed
- 39
- Firms
- 29
- Hold the CFP
- 62%
- Other credentials: CFA 15% · CPA 5% · EA 13%
- How they charge (of 39 with fees on file): percentage of assets 85% · hourly 49% · fixed fees 44% · ongoing planning fee 28%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Brooklyn by what you need
Find an advisor in New York by fee, assets, or credential
Questions about fee-only advisors in Brooklyn
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.
All 39 advisors in Brooklyn
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Igor Aronov Flat-fee and hourly planning that helps professionals, business owners and families sort through overlapping decisions during busy career and family years. | FAR Financial | Brooklyn | CFP | One-time planning fee, Hourly |
| Chris Haigh | Iconoclastic Capital Management LLC | Brooklyn | CFP, ChFC, RICP | Percentage of assets, Ongoing planning fee |
| Gene Thompson | Iconoclastic Capital Management | Brooklyn | CFP, ChFC, RICP, Certified Student Loan Professional | Percentage of assets, Ongoing planning fee |
| Ally Jane Ayers | Brooklyn FI, LLC | Brooklyn | CFP, EA | Percentage of assets, Ongoing planning fee |
| Chad Chase | CGN Advisors, LLC | Brooklyn | CFP, MBA, CFA, BA | Ongoing planning fee |
| Shane Mason | Brooklyn FI | Brooklyn | CFP, CPA/PFS, CPWA, EA | Percentage of assets, Ongoing planning fee |
| Sara Stanich | Cultivating Wealth | Brooklyn | CFP, CDFA, MBA | Percentage of assets, Flat fee or retainer |
| Cristina Guglielmetti | Future Perfect Planning, LLC | Brooklyn | CFP, EA, MBA | Percentage of assets, Ongoing planning fee |
| Rahimul Taher | Taher Financial Planning | Brooklyn | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Katherine Young | Yearwood Young Advisors LLC | Brooklyn | CFA, CFP | Ongoing planning fee, Percentage of assets |
| Jonathan Elks | Boerum Hill Financial Advisors | Brooklyn | CFP | Percentage of assets, One-time planning fee |
| Andy Liang | Sylo Planning, LLC | Brooklyn | CFP | Percentage of assets, Hourly |
| Brandon Tacconelli | Thinking Big Financial | Brooklyn | CFP | Ongoing planning fee |
| C. E. Scott Brewster | Brewster Financial Planning LLC | Brooklyn | CFP, MBA | Percentage of assets, Hourly |
| Harvey Kraus | Walnut Investment Services | Brooklyn | Not listed | Percentage of assets, Hourly |
| James Marrocco | Thinking Big Financial | Brooklyn | CFP, CFA | Ongoing planning fee |
| Mark Blinderman | Walnut Investment Services | Brooklyn | Not listed | Percentage of assets, Hourly |
| Tipiwa Walker | Lucre Advisory LLC | Brooklyn | CFP, MBA | Percentage of assets, Fixed fees |
| Zhi Li | Twelve Two Capital LLC | Brooklyn | CFP | Percentage of assets, Hourly |
| Aron Pinson | Equinum | Brooklyn | CFA | Percentage of assets |
| Zacharia Waxler | Equinum | Brooklyn | Not listed | Percentage of assets |
| Gamal Walker | 4Sight Advisors | Brooklyn | Not listed | Ongoing planning fee |
| Caroline Young | Cultivating Wealth | Brooklyn | CFP | Percentage of assets, Hourly |
| Charles Brewster | Brewster Financial Planning | Brooklyn | CFP | Percentage of assets, Hourly |
| Jacqueline Worstell | Brooklyn FI | Brooklyn | CFP | Percentage of assets, Hourly |
| John Owens | Brooklyn FI | Brooklyn | CFP | Percentage of assets, Hourly |
| Rebecca Brown | Visionary Horizons | Brooklyn | CFP | Percentage of assets, Hourly |
| Richard Daskin | RSD Advisors | Brooklyn | CFP, CFA | Percentage of assets, Fixed fees |
| Wen Jie Lin-Ham | Brewster Financial Planning | Brooklyn | CFP | Percentage of assets, Hourly |
| Micah Weinstein | Coast Bridge Capital | Brooklyn | CFA | Percentage of assets |
| Amanda Vaught | Propel Financial Advisors | Brooklyn | Not listed | Percentage of assets, Hourly |
| Edwin Adams | Brewster Financial Planning | Brooklyn | Not listed | Percentage of assets, Hourly |
| Igor Kokorine | ICN Holding | Brooklyn | Not listed | Percentage of assets, Performance-based fees |
| Jack Solasz | JPS Advisors | Brooklyn | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Dingle | Brooklyn FI | Brooklyn | Not listed | Percentage of assets, Hourly |
| Joshua Young | Oak & Reed Capital Management | Brooklyn | Not listed | Percentage of assets, Hourly |
| Ravi Malhotra | Oak & Reed Capital Management | Brooklyn | Not listed | Percentage of assets, Hourly |
| Robert Fortune | Fortune Advisory Services | Brooklyn | Not listed | Percentage of assets |
| Temitope Omojola | Expected Value Management | Brooklyn | Not listed | Percentage of assets, Hourly |
Want a shorter list in Brooklyn?
Tell us what you need and we'll narrow Brooklyn's 39 advisors to the few who fit.
Get matched in 2 minutes