Financial advisors for family wealth transfer in New York
Which financial advisor should I talk to about passing wealth to the next generation in New York?
For family wealth transfer in New York, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include J. Scott Kittrell of Modera Wealth Management, LLC, Shane Mason of Brooklyn FI and David Frisch of Frisch Financial Group, Inc..
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- J. Scott Kittrell Modera Wealth Management, LLC, New York City Holds the CFP, CPA and CPWA. Fees on file: percentage of assets, flat fee or retainer.
- Shane Mason Brooklyn FI, Brooklyn Holds the CFP, CPA and CPWA. Fees on file: percentage of assets, ongoing planning fee.
- David Frisch Frisch Financial Group, Inc., New York City Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees.
- Nina Spezzaferro Chemistry Wealth Management, LLC., New York City Holds the CFP. Fees on file: ongoing planning fee.
- Christopher Kehoe R.W. Roge & Company, Inc., Bohemia Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Jesse Rodriquez Rodriquez Wealth Management, Newport Beach Holds the CFP. Fees on file: percentage of assets.
How many fee-only financial advisors in New York work on family wealth transfer?
The Wellspent public graph lists 139 fee-only advisors for family wealth transfer in New York, at 60 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for family wealth transfer in New York located?
Of the 139 fee-only advisors for family wealth transfer in New York, 62 are in New York City, followed by 11 in Buffalo and 8 in Corning.
Plus 43 in other cities.
How do fee-only advisors for family wealth transfer in New York charge?
The most common fee among fee-only advisors for family wealth transfer in New York is a percentage of assets, used by 94% of the 139 with fees on file. Many use more than one: 58% charge fixed fees and 37% 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 family wealth transfer have?
For family wealth transfer, look for the CFP, CPA and CPWA. In New York, 32% of the 139 advisors listed hold the CFP.
- CFP32% in New York
- The CFP covers gifting, trusts, and the wider plan.
- CPA2% in New York
- CPAs handle gift tax returns and estate calculations.
- CPWA1% in New York
- The CPWA focuses on high-net-worth planning.
How do New York advisors for family wealth transfer compare with the rest of the US?
37% of fee-only advisors for family wealth transfer in New York charge by the hour, compared with 43% of the 3,385 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are New York. Light bars are all US advisors for family wealth transfer.
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 passing wealth to the next generation in New York?
- How do you involve the next generation, and when?
- What would you gift now, and what would you hold until death?
- How do you work with our attorney and accountant?
- What happens to the relationship when the first generation is gone?
- 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 family wealth transfer 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 139 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Christopher Kehoe | R.W. Roge & Company, Inc. | Bohemia | CFA, MBA, AIF, CFP | Percentage of assets, One-time planning fee |
| Curtis Pope | Pope Wealth Planning | New York | CFP | One-time planning fee, Ongoing planning fee |
| Ally Jane Ayers | Brooklyn FI, LLC | Brooklyn | CFP, EA | Percentage of assets, Ongoing planning fee |
| 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 |
| Shane Mason | Brooklyn FI | Brooklyn | CFP, CPA/PFS, CPWA, EA | Percentage of assets, Ongoing planning fee |
| Allison Vanaski | Arcadia Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Corey Peterson | Great Hill Advisory | Port Washington | CFP, EA | Percentage of assets, Fixed fees |
| Josefine Cays | Bridgewater Advisors Inc. | New York | CFA, CFP, EA | Percentage of assets |
| Rajiv Dixit | Serenity Capital Advisors | Pittsford | CFP | Percentage of assets |
| Taylor Nissi On a mission to help Business Owners and High Achieving Professionals accelerate their wealth to build confidence, peace of mind, and clarity in their financial life. | Farther | White Plains | CFP | Percentage of assets, Flat fee or retainer |
| Douglas Augenthaler | Palumbo Wealth Management | Great Neck | CFP, CFA | Percentage of assets, Fixed fees |
| Jesse Rodriquez At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth. | Rodriquez Wealth Management | Newport Beach | CFP | Percentage of assets |
| 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 |
| Anne Chernish | Anchor Capital Management | Ithaca | CFP | Percentage of assets, Hourly |
| Caleb Jennings | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| Dyer McCabe | Kilter Group | Rhinebeck | CFP, ChFC | Percentage of assets, Fixed fees |
| Elena Ladygina | Veris Wealth Partners | New York | CFP | Percentage of assets, Hourly |
| Evan Kraft | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| James Kaffenbarger | BCK Partners | Corning | CFP | Percentage of assets |
| James Warner | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| Jennifer Weber | Weber Asset Management | Lake Success | CFP | Percentage of assets |
| Jessica Demler | Oxler Private Wealth | Rye Brook | CFP | Percentage of assets, Hourly |
| John Gullo | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| Justin Sanderson | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| Larry Sprung Bringing JOY to Your Money Journey™ | Mitlin Financial, Inc | Hauppauge | CFP | Percentage of assets, Flat fee or retainer |
| Mariette Campbell | Osprey Private Wealth | New York | CFP | Percentage of assets |
| Mark Chemtob | Chemistry Wealth Management, LLC. | New York | CFP | Ongoing planning fee |
| Nina Spezzaferro | Chemistry Wealth Management, LLC. | New York | CFP | Ongoing planning fee |
| Patrick Cicchetti I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business. | Ryse Capital Management | Rochester | Not listed | Flat fee or retainer, Hourly |
| Peter Egolf | Kilter Group | Rhinebeck | CFP | Percentage of assets, Fixed fees |
| Robert Weinstein | Round Rock Advisors | Harrison | CFP, PFS | Percentage of assets, Fixed fees |
| Sarah Creath | BCK Partners | Corning | CFP | Percentage of assets |
| Timothy Domino | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| Timothy Kingsbury | Veris Wealth Partners | New York | CFP | Percentage of assets, Hourly |
| Christina Larkin | Seneca Financial Advisors | Rochester | CFP | Percentage of assets, Hourly |
| Elizabeth Raabe | Seneca Financial Advisors | Rochester | CFP | Percentage of assets, Hourly |
| Erika Safran | Safran Wealth Advisors | New York | CFP | Percentage of assets, Hourly |
| Michael Bernstein | Lionshead Wealth Management | New York | CFP | Percentage of assets, Fixed fees |
| Michael Hymes | Beatrice Advisors | New York | CFP | Percentage of assets, Fixed fees |
| Richard Seeger | R. Seeger Wealth Management | Lindenhurst | CFP | Percentage of assets |
| Scott Lasky | Lionshead Wealth Management | New York | CFP | Percentage of assets, Fixed fees |
| Zachary Erskine | Seneca Financial Advisors | Rochester | CFP | Percentage of assets, Hourly |
| Clayton Gardner Award-winning modern wealth management firm for high earning professionals. | Titan | New York | Not listed | Percentage of assets, Subscription |
| John Roscoe | Osprey Private Wealth | New York | CFA | Percentage of assets |
| Kyle Dandurand | Chemistry Wealth Management, LLC. | New York | CFA | Ongoing planning fee |
| Lori Choi | Veris Wealth Partners | New York | CFA | Percentage of assets, Hourly |
| Michael Brady Approachable planning, without compromise. Many have accounts, if you have a plan. | Clarity Advisors | Buffalo | Not listed | Percentage of assets, One-time planning fee |
| Phillip Frattali | Sanderson Wealth Management | Buffalo | CFA | Percentage of assets |
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