# Financial advisors for estate planning in New York City, New York > For estate planning in New York City, 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, J. Scott Kittrell of Modera Wealth Management, LLC and Courtney McKenna of Altfest Personal Wealth Management. Page: https://find.wellspent.co/specialties/estate-planning/new-york/new-york-city/ 78 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 estate planning in New York City? For estate planning in New York City, 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, J. Scott Kittrell of Modera Wealth Management, LLC and Courtney McKenna of Altfest Personal Wealth Management. - [Kenneth Robinson](https://find.wellspent.co/advisors/kenneth-robinson/), Sax Wealth Advisors, LLC, New York. Holds the CFP, JD and CPA. Fees on file: percentage of assets, hourly. - [J. Scott Kittrell](https://find.wellspent.co/advisors/j-scott-kittrell/), Modera Wealth Management, LLC, New York. Holds the CFP and CPA. Fees on file: percentage of assets, flat fee or retainer. - [Courtney McKenna](https://find.wellspent.co/advisors/courtney-mckenna/), Altfest Personal Wealth Management, New York. Holds the CFP and CPA. Fees on file: ongoing planning fee. - [Zachary Zwillinger](https://find.wellspent.co/advisors/zachary-zwillinger/), ZZ Planning LLC, New York. Holds the CFP and JD. Fees on file: flat fee or retainer, ongoing planning fee. - [David Frisch](https://find.wellspent.co/advisors/david-frisch/), Frisch Financial Group, Inc., New York. Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees. - [Sofia Figueroa](https://find.wellspent.co/advisors/sofia-figueroa/), Ellevest, New York. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. ## How many fee-only financial advisors in New York City work on estate planning? The Wellspent public graph lists 78 fee-only advisors for estate planning in New York City, at 39 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for estate planning in New York City charge? The most common fee among fee-only advisors for estate planning in New York City is a percentage of assets, used by 94% of the 78 with fees on file. Many use more than one: 50% charge fixed fees and 37% charge by the hour. ## 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 estate planning have? For estate planning, look for the CFP, JD and CPA. In New York City, 36% of the 78 advisors listed hold the CFP. - CFP (36% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. - JD (3% of advisors listed): A law degree helps a planner read trusts and documents closely. - CPA (5% of advisors listed): CPAs help with estate and gift tax filings. ## How do New York City advisors for estate planning compare with the rest of the US? 36% of fee-only advisors for estate planning in New York City hold the CFP, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 City? - 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 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 | |---|---|---|---|---| | [Andrew Altfest](https://find.wellspent.co/advisors/andrew-altfest.md) | Altfest Personal Wealth Management | New York, New York | CFP, MBA | Ongoing planning fee | | [Christopher Marrone](https://find.wellspent.co/advisors/christopher-marrone.md) | Marrone Wealth Management LLC | New York, New York | CFP | Ongoing planning fee, One-time planning fee, Percentage of assets | | [Courtney McKenna](https://find.wellspent.co/advisors/courtney-mckenna.md) | Altfest Personal Wealth Management | New York, New York | CFP, CLU, CFA, CPA/PFS, MBA, PhD, MA | Ongoing planning fee | | [Zachary Zwillinger](https://find.wellspent.co/advisors/zachary-zwillinger.md) | ZZ Planning LLC | New York, New York | CFP, JD | Flat fee or retainer, Ongoing planning fee | | [Christopher Congema](https://find.wellspent.co/advisors/christopher-congema.md) | Landmark Wealth Management, LLC | New York, New York | CFP | Percentage of assets | | [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 | | [Jennifer Kang](https://find.wellspent.co/advisors/jennifer-kang.md) | JWK Financial | New York, New York | CFP | Flat fee or retainer, Ongoing planning fee | | [Matthew McKee](https://find.wellspent.co/advisors/matthew-mckee.md) | Target Rock Wealth Management | New York, New York | CFA, CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Kenneth Robinson](https://find.wellspent.co/advisors/kenneth-robinson.md) | Sax Wealth Advisors, LLC | New York, New York | CFP, JD, CPA, CFA, MBA, CeFT, RLP, MS | Percentage of assets, Hourly, Fixed fees | | [Dann Ryan](https://find.wellspent.co/advisors/dann-ryan.md) | Sincerus Advisory | New York, New York | CFP | Percentage of assets, Fixed fees | | [David Flores Wilson](https://find.wellspent.co/advisors/david-flores-wilson.md) | Sincerus Advisory | New York, New York | CEPA, CFA, CFP | Percentage of assets, Fixed fees | | [Matthew Sexton](https://find.wellspent.co/advisors/matthew-sexton.md) | Clear Harbor Asset Management | New York, New York | CFP, CIMA, MSFP | Percentage of assets, Fixed fees, Performance-based 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 | | [Joseph Rodriguez](https://find.wellspent.co/advisors/joseph-rodriguez.md) | Matriarch Wealth Management | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [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 | | [Samuel McPherson](https://find.wellspent.co/advisors/samuel-mcpherson.md) | McPherson Financial Advisors | New York, New York | CFP | One-time planning fee, Percentage of assets, Hourly | | [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 | | [Bryan Koslow](https://find.wellspent.co/advisors/bryan-koslow.md) | Clarus Group | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Chen Li](https://find.wellspent.co/advisors/chen-li.md) | GoalVest Advisory | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [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 | | [Mariette Campbell](https://find.wellspent.co/advisors/mariette-campbell.md) | Osprey Private Wealth | New York, New York | CFP | Percentage of assets | | [Sevasti Balafas](https://find.wellspent.co/advisors/sevasti-balafas.md) | GoalVest Advisory | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [Dalya Inhaber](https://find.wellspent.co/advisors/dalya-inhaber.md) | Minerva Wealth Advisory | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Erika Safran](https://find.wellspent.co/advisors/erika-safran.md) | Safran Wealth Advisors | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Eugene Skorodinsky](https://find.wellspent.co/advisors/eugene-skorodinsky.md) | Minerva Wealth Advisory | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Eustache Clerveaux](https://find.wellspent.co/advisors/eustache-clerveaux.md) | Fidare Wealth Solutions | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Bernstein](https://find.wellspent.co/advisors/michael-bernstein.md) | Lionshead Wealth Management | New York, New York | CFP | Percentage of assets, Fixed fees | | [Scott Lasky](https://find.wellspent.co/advisors/scott-lasky.md) | Lionshead Wealth Management | New York, New York | CFP | Percentage of assets, Fixed fees | | [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 | | [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 | | [John Roscoe](https://find.wellspent.co/advisors/john-roscoe.md) | Osprey Private Wealth | New York, New York | CFA | Percentage of assets | | [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 | | [Thomas Watts](https://find.wellspent.co/advisors/thomas-watts.md) | Watts Capital | New York, New York | CFA | Percentage of assets, Performance-based fees | | [David Zale](https://find.wellspent.co/advisors/david-zale.md) | Eagle Bay Family Office | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [Igor Tsukerman](https://find.wellspent.co/advisors/igor-tsukerman.md) | Eureka Wealth Solutions | New York, New York | | Percentage of assets | | [James Keenan](https://find.wellspent.co/advisors/james-keenan-872666.md) | Keenan Private Wealth Management | New York, New York | | Percentage of assets, Hourly | | [James Vitiello](https://find.wellspent.co/advisors/james-vitiello.md) | Fifth Avenue Wealth Advisors | New York, New York | | Percentage of assets | | [Michael Nelson](https://find.wellspent.co/advisors/michael-nelson.md) | Eagle Bay Family Office | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [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 | | [Franklin Waung](https://find.wellspent.co/advisors/franklin-waung.md) | Watts Capital | New York, New York | | Percentage of assets, Performance-based fees | | [Frederick Hinkley](https://find.wellspent.co/advisors/frederick-hinkley.md) | Manchester Capital Management | New York, New York | | Percentage of assets, Fixed fees | | [Garrett Edson](https://find.wellspent.co/advisors/garrett-edson.md) | Clarus Group | New York, New York | | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 78. The full list, page by page: https://find.wellspent.co/specialties/estate-planning/new-york/new-york-city/?page=2 ## Related - [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) - [Equity compensation in New York City](https://find.wellspent.co/specialties/equity-compensation/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).