Financial advisors for estate planning in New York City, New York
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.
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 Holds the CFP, JD and CPA. Fees on file: percentage of assets, hourly.
- 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 Altfest Personal Wealth Management, New York Holds the CFP and CPA. Fees on file: ongoing planning fee.
- Zachary Zwillinger ZZ Planning LLC, New York Holds the CFP and JD. Fees on file: flat fee or retainer, ongoing planning fee.
- David Frisch Frisch Financial Group, Inc., New York Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees.
- 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.
- CFP36% in New York City
- The CFP includes estate planning and keeps it tied to the whole plan.
- JD3% in New York City
- A law degree helps a planner read trusts and documents closely.
- CPA5% in New York City
- 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.
Dark bars are New York City. Light bars are all US advisors for estate planning.
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.
All 78 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Andrew Altfest | Altfest Personal Wealth Management | New York | CFP, MBA | Ongoing 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 |
| Zachary Zwillinger | ZZ Planning LLC | New York | CFP, JD | Flat fee or retainer, 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 |
| 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 |
| Matthew McKee | Target Rock Wealth Management | New York | CFA, CFP, MBA | Percentage of assets, Hourly |
| Kenneth Robinson | Sax Wealth Advisors, LLC | New York | CFP, JD, CPA, CFA | Percentage of assets, Hourly |
| 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 |
| Ashley Bleckner | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| Kaitlin Horsch | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| Sofia Figueroa | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| Veronica Taylor | Ellevest | New York | CFP | Percentage of assets, Flat fee or retainer |
| Joseph Rodriguez | Matriarch Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Peter Levine | Velara Wealth Management | New York | CFP, ChFC | Percentage of assets, Hourly |
| Samuel McPherson | McPherson Financial Advisors | New York | CFP | One-time planning fee, Percentage of assets |
| Alondra Garcia | Ellevest | New York | CFA | Percentage of assets, Flat fee or retainer |
| Ankur Patel | Ellevest | New York | CFA | Percentage of assets, Flat fee or retainer |
| Bryan Koslow | Clarus Group | New York | CFP | Percentage of assets, Hourly |
| Chen Li | GoalVest Advisory | New York | CFA | Percentage of assets, Hourly |
| Kristen Goodman | Ellevest | New York | CFA | Percentage of assets, Flat fee or retainer |
| Mariette Campbell | Osprey Private Wealth | New York | CFP | Percentage of assets |
| Sevasti Balafas | GoalVest Advisory | New York | CFA | Percentage of assets, Hourly |
| Dalya Inhaber | Minerva Wealth Advisory | New York | CFP | Percentage of assets, Hourly |
| Erika Safran | Safran Wealth Advisors | New York | CFP | Percentage of assets, Hourly |
| Eugene Skorodinsky | Minerva Wealth Advisory | New York | CFP | Percentage of assets, Hourly |
| Eustache Clerveaux | Fidare Wealth Solutions | New York | CFP | Percentage of assets, Hourly |
| Michael Bernstein | Lionshead Wealth Management | New York | CFP | Percentage of assets, Fixed fees |
| Scott Lasky | Lionshead Wealth Management | New York | CFP | Percentage of assets, Fixed fees |
| Ashwini Patil | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| Braden DeForge | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| Emily Green | Ellevest | New York | Not listed | Percentage of assets, Flat fee or retainer |
| Harry Martin | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| John Roscoe | Osprey Private Wealth | New York | CFA | Percentage of assets |
| Sara Faurer | Ellevest | New York | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Watts | Watts Capital | New York | CFA | Percentage of assets, Performance-based fees |
| David Zale | Eagle Bay Family Office | New York | CFA | Percentage of assets, Hourly |
| Igor Tsukerman | Eureka Wealth Solutions | New York | Not listed | Percentage of assets |
| James Keenan | Keenan Private Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| James Vitiello | Fifth Avenue Wealth Advisors | New York | Not listed | Percentage of assets |
| Michael Nelson | Eagle Bay Family Office | New York | CFA | Percentage of assets, Hourly |
| Sean Kearney | Amvoy Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Thomas Cefalu | Downtown Wealth Studios | New York | Not listed | Percentage of assets, Fixed fees |
| Franklin Waung | Watts Capital | New York | Not listed | Percentage of assets, Performance-based fees |
| Frederick Hinkley | Manchester Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Garrett Edson | Clarus Group | New York | Not listed | Percentage of assets, Hourly |
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