Financial advisors for estate planning in New York
Which financial advisor should I talk to about estate planning in New York?
For estate planning in New York, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Kenneth Robinson of Sax Wealth Advisors, LLC, Gabriel Markiz of Portland Financial Advisors, Inc. and Shane Mason of Brooklyn FI.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Kenneth Robinson Sax Wealth Advisors, LLC, New York City Holds the CFP, JD and CPA. Fees on file: percentage of assets, hourly.
- Gabriel Markiz Portland Financial Advisors, Inc., Port Washington Holds the CFP and CPA. Fees on file: hourly, one-time planning fee.
- Shane Mason Brooklyn FI, Brooklyn Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- J. Scott Kittrell Modera Wealth Management, LLC, New York City Holds the CFP and CPA. Fees on file: percentage of assets, flat fee or retainer.
- Courtney McKenna Altfest Personal Wealth Management, New York City Holds the CFP and CPA. Fees on file: ongoing planning fee.
- Chad Chase CGN Advisors, LLC, Brooklyn Holds the CFP and CPA. Fees on file: ongoing planning fee.
How many fee-only financial advisors in New York work on estate planning?
The Wellspent public graph lists 271 fee-only advisors for estate planning in New York, at 130 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for estate planning in New York located?
Of the 271 fee-only advisors for estate planning in New York, 78 are in New York City, followed by 25 in Rochester and 23 in Buffalo.
Plus 115 in other cities.
How do fee-only advisors for estate planning in New York charge?
The most common fee among fee-only advisors for estate planning in New York is a percentage of assets, used by 93% of the 271 with fees on file. Many use more than one: 51% charge fixed fees and 44% charge by the hour.
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 much does a one-time financial plan cost in New York?
A one-time financial plan from a fee-only firm in New York has a median price of $2,500. We found this across the published prices of 31 New York firms.
What credentials should a financial advisor for estate planning have?
For estate planning, look for the CFP, JD and CPA. In New York, 41% of the 271 advisors listed hold the CFP.
- CFP41% in New York
- The CFP includes estate planning and keeps it tied to the whole plan.
- JD1% in New York
- A law degree helps a planner read trusts and documents closely.
- CPA3% in New York
- CPAs help with estate and gift tax filings.
Does New York have an estate tax?
Yes. New York has its own estate tax, separate from the federal one, and its threshold can be lower.
What should I ask a financial advisor about estate planning in New York?
- Do you review my beneficiary designations and account titling?
- Which estate attorneys do you work with, and how do you split the work?
- How would you plan around the state rules that apply to me?
- How often will we revisit the plan?
- How would you plan for New York's estate tax as well as the federal one?
How current is this list of fee-only advisors for estate planning in New York?
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 271 advisors
| 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 |
| Amir Noor | N Financial Plans | Huntington | CFP, CRPS, EA | Hourly, Ongoing planning fee |
| Andrew Altfest | Altfest Personal Wealth Management | New York | CFP, MBA | Ongoing planning fee |
| Chris Haigh | Iconoclastic Capital Management LLC | Brooklyn | CFP, ChFC, RICP | Percentage of assets, Ongoing planning fee |
| Christopher Kehoe | R.W. Roge & Company, Inc. | Bohemia | CFA, MBA, AIF, CFP | Percentage of assets, One-time planning fee |
| Christopher Marrone | Marrone Wealth Management LLC | New York | CFP | Ongoing planning fee, One-time planning fee |
| Courtney McKenna | Altfest Personal Wealth Management | New York | CFP, CLU, CFA, CPA/PFS | Ongoing planning fee |
| Fabian Degen | FMD Wealth Advisors | White Plains | CFP, CFA, EA, CDFA | Hourly, Percentage of assets |
| Gene Thompson | Iconoclastic Capital Management | Brooklyn | CFP, ChFC, RICP, Certified Student Loan Professional | Percentage of assets, Ongoing planning fee |
| Jared Paul | Capable Wealth | Albany | CFP, CIMA | Percentage of assets, Hourly |
| Philip Murphy Independent, advice-only planning for people saving, investing or facing transitions like retirement, a new career or a health challenge. | IndiePlan LLC | Albany | CFP, CFA | Subscription, One-time planning fee |
| Erik Nero | First Step Wealth Planning, LLC | Wilton | CFP, RICP | Flat fee or retainer, Ongoing planning fee |
| Kaysi Gordon | Kaysi Gordon Financial Planning | Valley Stream | CFP, CPA, MBA | Percentage of assets, One-time planning fee |
| Laura Rotter | True Abundance Advisors | White Plains | CFP, CFA, MBA | Percentage of assets, Ongoing planning fee |
| Tracy Sherwood | Sherwood Financial Management | Williamsville | CFP | Ongoing planning fee, One-time planning fee |
| Zachary Zwillinger | ZZ Planning LLC | New York | CFP, JD | Flat fee or retainer, Ongoing planning fee |
| Ally Jane Ayers | Brooklyn FI, LLC | Brooklyn | CFP, EA | Percentage of assets, Ongoing planning fee |
| Barbara Clemons Personal financial planning and money education workshops that address both the technical and emotional sides of financial decisions. | Clemons Financial Education Company | Fairport | CFP, CLU, ChFC, CASL | One-time planning fee, Hourly |
| Brett Koeppel | Eudaimonia Wealth LLC | Buffalo | CFP | Percentage of assets |
| Chad Chase | CGN Advisors, LLC | Brooklyn | CFP, MBA, CFA, BA | Ongoing planning fee |
| Christopher Congema | Landmark Wealth Management, LLC | New York | CFP | Percentage of assets |
| David Frisch | Frisch Financial Group, Inc. | New York | CFP, CPA/PFS, CFS, CDFA | Percentage of assets, Fixed fees |
| Gabriel Markiz | Portland Financial Advisors, Inc. | Port Washington | CFP, CPA/PFS, MSFP | Hourly, One-time planning fee |
| J. Scott Kittrell | Modera Wealth Management, LLC | New York | CFP, CFA, ACA, EA | Percentage of assets, Flat fee or retainer |
| Jennifer Kang | JWK Financial | New York | CFP | Flat fee or retainer, Ongoing planning fee |
| Paul Coleman Iii | Free Time Financial LLC | Orchard Park | CFP | Flat fee or retainer, Ongoing planning fee |
| Shane Mason | Brooklyn FI | Brooklyn | CFP, CPA/PFS, CPWA, EA | Percentage of assets, Ongoing planning fee |
| Matthew McKee | Target Rock Wealth Management | New York | CFA, CFP, MBA | Percentage of assets, Hourly |
| Sara Stanich | Cultivating Wealth | Brooklyn | CFP, CDFA, MBA | Percentage of assets, Flat fee or retainer |
| Kenneth Robinson | Sax Wealth Advisors, LLC | New York | CFP, JD, CPA, CFA | Percentage of assets, Hourly |
| Marc Vorchheimer | Integrated Financial Consulting | Monsey | CFP | Ongoing planning fee, One-time planning fee |
| Cindy Golub | G-Squared Advisory LLC | Mamaroneck | CFP, MBA | Hourly, Fixed fees |
| Dann Ryan | Sincerus Advisory | New York | CFP | Percentage of assets, Fixed fees |
| David Flores Wilson | Sincerus Advisory | New York | CEPA, CFA, CFP | Percentage of assets, Fixed fees |
| Matthew Sexton | Clear Harbor Asset Management | New York | CFP, CIMA, MSFP | Percentage of assets, Fixed fees |
| Rajiv Dixit | Serenity Capital Advisors | Pittsford | CFP | Percentage of assets |
| Salvatore Paternico | W&S Management Services | Rochester | CFP, ChFC | Percentage of assets, Hourly |
| Ashley Bleckner | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| George Harris | Bentham Wealth Advisors | Williamsville | CFP | Percentage of assets, Ongoing planning fee |
| Grace Stolberg | O'Keefe Stevens Advisory | Rochester | CFP | Percentage of assets, One-time planning fee |
| Justin Stevens | O'Keefe Stevens Advisory | Rochester | CFP | Percentage of assets, One-time planning fee |
| Kaitlin Horsch | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| Michael Ryan | Marathon Mission | Latham | CFP | Percentage of assets, Fixed fees |
| Peter O'Keefe | O'Keefe Stevens Advisory | Rochester | CFP | Percentage of assets, One-time planning fee |
| Sofia Figueroa | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| Steven Witter | Bentham Wealth Advisors | Williamsville | CFP | Percentage of assets, Ongoing planning fee |
| Veronica Taylor | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| Adam Kalender | Milestone Asset Management Group | Pearl River | CFP | Flat fee or retainer |
| Anthony Ogorek | Ogorek Wealth Management | Williamsville | CFP | Percentage of assets, Fixed fees |
| Douglas Augenthaler | Palumbo Wealth Management | Great Neck | CFP, CFA | Percentage of assets, Fixed fees |
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