| Cheung Chan | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| Keegan Sullivan | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| Roger Chen | MYeCFO | New York | CFA | Percentage of assets, Hourly |
| Samuel Eilbaum | Chemistry Wealth Management, LLC. | New York | Not listed | Ongoing planning fee |
| Elchanan Abramowitz | Able Wealth Management | New York | Not listed | Percentage of assets, Flat fee or retainer |
| Michael Tanney | Pereon Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Seth Hodes | Able Wealth Management | New York | Not listed | Percentage of assets, Flat fee or retainer |