# Financial advisors for equity compensation in New York City, New York > For equity compensation in New York City, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include J. Scott Kittrell of Modera Wealth Management, LLC, Jose Vivero of United Financial Planning Group, LLC and Joe Forish of Fortrove Partners. Page: https://find.wellspent.co/specialties/equity-compensation/new-york/new-york-city/ 39 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about equity compensation in New York City? For equity compensation in New York City, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include J. Scott Kittrell of Modera Wealth Management, LLC, Jose Vivero of United Financial Planning Group, LLC and Joe Forish of Fortrove Partners. - [J. Scott Kittrell](https://find.wellspent.co/advisors/j-scott-kittrell/), Modera Wealth Management, LLC, New York. Holds the EA, CPA and CFP. Fees on file: percentage of assets, flat fee or retainer. - [Jose Vivero](https://find.wellspent.co/advisors/jose-vivero/), United Financial Planning Group, LLC, New York. Holds the EA, CPA and CFP. Fees on file: percentage of assets, hourly. - [Joe Forish](https://find.wellspent.co/advisors/joe-forish/), Fortrove Partners, New York. Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee. - [David Frisch](https://find.wellspent.co/advisors/david-frisch/), Frisch Financial Group, Inc., New York. Holds the CPA and CFP. Fees on file: percentage of assets, fixed fees. - [ignition tax](https://find.wellspent.co/advisors/ignition-tax-655000/), ignition tax, new york. Holds the CPA. Fees on file: flat fee or retainer. - [Mark Chemtob](https://find.wellspent.co/advisors/mark-chemtob/), Chemistry Wealth Management, LLC., New York. Holds the CFP. Fees on file: ongoing planning fee. ## How many fee-only financial advisors in New York City work on equity compensation? The Wellspent public graph lists 39 fee-only advisors for equity compensation in New York City, at 19 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for equity compensation in New York City charge? The most common fee among fee-only advisors for equity compensation in New York City is a percentage of assets, used by 79% of the 39 with fees on file. Many use more than one: 54% charge an ongoing planning fee and 36% charge a flat fee or retainer. ## How much do fee-only financial advisors charge in New York City? Fee-only financial advisors in New York City charge a median of $4,800 a year for ongoing planning. We found this across the published prices of 12 New York City firms. ## How much does a one-time financial plan cost in New York City? A one-time financial plan from a fee-only firm in New York City has a median price of $3,600. We found this across the published prices of 9 New York City firms. ## What credentials should a financial advisor for equity compensation have? For equity compensation, look for the EA, CPA and CFP. In New York City, 36% of the 39 advisors listed hold the CFP. - EA (5% of advisors listed): Enrolled agents are licensed to represent taxpayers, which matters for AMT and withholding gaps. - CPA (10% of advisors listed): CPAs bring the tax modeling that exercise and sale decisions depend on. - CFP (36% of advisors listed): The CFP covers the full plan the grants have to fit into. - CFA (23% of advisors listed): The CFA helps with concentrated stock and diversification. ## How do New York City advisors for equity compensation compare with the rest of the US? 54% of fee-only advisors for equity compensation in New York City charge an ongoing planning fee, compared with 24% of the 1,349 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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. ## What happens to stock pay if you move to or from New York? States often tax stock pay based on where you worked between grant and vesting, so a move to or from New York can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor about equity compensation in New York City? - How many clients do you have with my type of equity (RSUs, ISOs, NSOs, or ESPP)? - How will you handle the gap between the 22% federal withholding on vesting and my actual tax rate? - If I hold ISOs, how do you model AMT before I exercise? - What's your plan for reducing my company stock, and how would you time the sales? - How do you account for local income tax where I live and work? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for equity compensation in New York City? 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 | |---|---|---|---|---| | [Curtis Pope](https://find.wellspent.co/advisors/curtis-pope.md) | Pope Wealth Planning | New York, New York | CFP | One-time planning fee, Ongoing planning fee, Flat fee or retainer, Percentage of assets | | [Joe Forish](https://find.wellspent.co/advisors/joe-forish.md) | Fortrove Partners | New York, New York | CFP, CFA | Percentage of assets, Ongoing planning fee | | [David Frisch](https://find.wellspent.co/advisors/david-frisch.md) | Frisch Financial Group, Inc. | New York, New York | CFP, CPA/PFS, CFS, CDFA, MSFS, CRPC | Percentage of assets, Fixed fees | | [J. Scott Kittrell](https://find.wellspent.co/advisors/j-scott-kittrell.md) | Modera Wealth Management, LLC | New York, New York | CFP, CFA, ACA, EA, DDS, MBA, CDFA, AAMS, BFA, Chartered SRI Counselor, CPWA, ChFC, CPA, CEPA, ChSNC, AIF, CPA/PFS, MSFS, CLU, RICP, BS | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Jose Vivero](https://find.wellspent.co/advisors/jose-vivero.md) | United Financial Planning Group, LLC | New York, New York | CFP, ChFC, CLU, RICP, EA, CPA/PFS | Percentage of assets, Hourly, Fixed fees | | [Ashley Bleckner](https://find.wellspent.co/advisors/ashley-bleckner.md) | Ellevest | New York, New York | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Kaitlin Horsch](https://find.wellspent.co/advisors/kaitlin-horsch.md) | Ellevest | New York, New York | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Sofia Figueroa](https://find.wellspent.co/advisors/sofia-figueroa.md) | Ellevest | New York, New York | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Veronica Taylor](https://find.wellspent.co/advisors/veronica-taylor.md) | Ellevest | New York, New York | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Michael Powsner](https://find.wellspent.co/advisors/michael-powsner.md) | Upstart Wealth Management | New York, New York | CFP, PFS | Percentage of assets, Ongoing planning fee | | [Peter Levine](https://find.wellspent.co/advisors/peter-levine.md) | Velara Wealth Management | New York, New York | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Russell Kroeger](https://find.wellspent.co/advisors/russell-kroeger.md) | Upstart Wealth Management | New York, New York | CFP | Percentage of assets, Ongoing planning fee | | [Alondra Garcia](https://find.wellspent.co/advisors/alondra-garcia.md) | Ellevest | New York, New York | CFA | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Ankur Patel](https://find.wellspent.co/advisors/ankur-patel.md) | Ellevest | New York, New York | CFA | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Chen Li](https://find.wellspent.co/advisors/chen-li.md) | GoalVest Advisory | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [ignition tax](https://find.wellspent.co/advisors/ignition-tax-655000.md) | ignition tax | new york, New York | CPA | Flat fee or retainer | | [Kristen Goodman](https://find.wellspent.co/advisors/kristen-goodman.md) | Ellevest | New York, New York | CFA | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Mark Chemtob](https://find.wellspent.co/advisors/mark-chemtob.md) | Chemistry Wealth Management, LLC. | New York, New York | CFP | Ongoing planning fee | | [Nina Spezzaferro](https://find.wellspent.co/advisors/nina-spezzaferro.md) | Chemistry Wealth Management, LLC. | New York, New York | CFP | Ongoing planning fee | | [Sevasti Balafas](https://find.wellspent.co/advisors/sevasti-balafas.md) | GoalVest Advisory | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [Arynton Hardy](https://find.wellspent.co/advisors/arynton-hardy.md) | Savvy | New York, New York | | Percentage of assets, One-time planning fee | | [Ashwini Patil](https://find.wellspent.co/advisors/ashwini-patil.md) | GoalVest Advisory | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Braden DeForge](https://find.wellspent.co/advisors/braden-deforge.md) | GoalVest Advisory | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Clayton Gardner](https://find.wellspent.co/advisors/clayton-gardner.md) | Titan | New York, New York | | Percentage of assets, Subscription | | [Emily Green](https://find.wellspent.co/advisors/emily-green-6185289.md) | Ellevest | New York, New York | | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Harry Martin](https://find.wellspent.co/advisors/harry-martin.md) | GoalVest Advisory | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Kyle Dandurand](https://find.wellspent.co/advisors/kyle-dandurand.md) | Chemistry Wealth Management, LLC. | New York, New York | CFA | Ongoing planning fee | | [Sara Faurer](https://find.wellspent.co/advisors/sara-faurer.md) | Ellevest | New York, New York | | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Sean Kearney](https://find.wellspent.co/advisors/sean-kearney.md) | Amvoy Wealth | New York, New York | | Percentage of assets, Fixed fees | | [Thomas Cefalu](https://find.wellspent.co/advisors/thomas-cefalu.md) | Downtown Wealth Studios | New York, New York | | Percentage of assets, Fixed fees | | [Adenikke Soremekun](https://find.wellspent.co/advisors/adenikke-soremekun.md) | Chemistry Wealth Management, LLC. | New York, New York | | Ongoing planning fee | | [Brandon Sullivan](https://find.wellspent.co/advisors/brandon-sullivan.md) | Spring Street Wealth | New York, New York | | Percentage of assets, Fixed fees | | [Cheung Chan](https://find.wellspent.co/advisors/cheung-chan.md) | Chemistry Wealth Management, LLC. | New York, New York | | Ongoing planning fee | | [Keegan Sullivan](https://find.wellspent.co/advisors/keegan-sullivan.md) | Chemistry Wealth Management, LLC. | New York, New York | | Ongoing planning fee | | [Roger Chen](https://find.wellspent.co/advisors/roger-chen.md) | MYeCFO | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [Samuel Eilbaum](https://find.wellspent.co/advisors/samuel-eilbaum.md) | Chemistry Wealth Management, LLC. | New York, New York | | Ongoing planning fee | | [Elchanan Abramowitz](https://find.wellspent.co/advisors/elchanan-abramowitz.md) | Able Wealth Management | New York, New York | | Percentage of assets, Flat fee or retainer | | [Michael Tanney](https://find.wellspent.co/advisors/michael-tanney.md) | Pereon Wealth | New York, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [Seth Hodes](https://find.wellspent.co/advisors/seth-hodes.md) | Able Wealth Management | New York, New York | | Percentage of assets, Flat fee or retainer | ## Related - [Estate planning in New York City](https://find.wellspent.co/specialties/estate-planning/new-york/new-york-city.md) - [Family wealth transfer in New York City](https://find.wellspent.co/specialties/family-wealth-transfer/new-york/new-york-city.md) - [Tax planning in New York City](https://find.wellspent.co/specialties/tax-planning/new-york/new-york-city.md) - [Retirement planning in New York City](https://find.wellspent.co/specialties/retirement-planning/new-york/new-york-city.md) - [Founders in New York City](https://find.wellspent.co/specialties/founders-pre-exit/new-york/new-york-city.md) - [Ultra-high-net-worth families in New York City](https://find.wellspent.co/audiences/ultra-high-net-worth/new-york/new-york-city.md) ## 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).