# Financial advisors for family wealth transfer in New York City, New York > For family wealth transfer in New York City, 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, David Frisch of Frisch Financial Group, Inc. and Nina Spezzaferro of Chemistry Wealth Management, LLC.. Page: https://find.wellspent.co/specialties/family-wealth-transfer/new-york/new-york-city/ 62 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 passing wealth to the next generation in New York City? For family wealth transfer in New York City, 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, David Frisch of Frisch Financial Group, Inc. and Nina Spezzaferro of Chemistry Wealth Management, LLC.. - [J. Scott Kittrell](https://find.wellspent.co/advisors/j-scott-kittrell/), Modera Wealth Management, LLC, New York. Holds the CFP, CPA and CPWA. Fees on file: percentage of assets, flat fee or retainer. - [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. - [Nina Spezzaferro](https://find.wellspent.co/advisors/nina-spezzaferro/), Chemistry Wealth Management, LLC., New York. Holds the CFP. Fees on file: ongoing planning fee. - [Curtis Pope](https://find.wellspent.co/advisors/curtis-pope/), Pope Wealth Planning, New York. Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee. - [Timothy Kingsbury](https://find.wellspent.co/advisors/timothy-kingsbury/), Veris Wealth Partners, New York. Holds the CFP. Fees on file: percentage of assets, hourly. - [Allison Vanaski](https://find.wellspent.co/advisors/allison-vanaski/), Arcadia Wealth Management, New York. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in New York City work on family wealth transfer? The Wellspent public graph lists 62 fee-only advisors for family wealth transfer in New York City, at 28 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for family wealth transfer in New York City charge? The most common fee among fee-only advisors for family wealth transfer in New York City is a percentage of assets, used by 89% of the 62 with fees on file. Many use more than one: 55% charge fixed fees and 31% 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 family wealth transfer have? For family wealth transfer, look for the CFP, CPA and CPWA. In New York City, 26% of the 62 advisors listed hold the CFP. - CFP (26% of advisors listed): The CFP covers gifting, trusts, and the wider plan. - CPA (3% of advisors listed): CPAs handle gift tax returns and estate calculations. - CPWA (2% of advisors listed): The CPWA focuses on high-net-worth planning. ## How do New York City advisors for family wealth transfer compare with the rest of the US? 31% of fee-only advisors for family wealth transfer in New York City 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. ## 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 City? - 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 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 | | [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 | | [Allison Vanaski](https://find.wellspent.co/advisors/allison-vanaski.md) | Arcadia Wealth Management | New York, New York | CFP | Percentage of assets, Hourly | | [Josefine Cays](https://find.wellspent.co/advisors/josefine-cays.md) | Bridgewater Advisors Inc. | New York, New York | CFA, CFP, EA | Percentage of assets | | [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 | | [Elena Ladygina](https://find.wellspent.co/advisors/elena-ladygina.md) | Veris Wealth Partners | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Mariette Campbell](https://find.wellspent.co/advisors/mariette-campbell.md) | Osprey Private Wealth | New York, New York | CFP | Percentage of assets | | [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 | | [Timothy Kingsbury](https://find.wellspent.co/advisors/timothy-kingsbury.md) | Veris Wealth Partners | 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 | | [Michael Bernstein](https://find.wellspent.co/advisors/michael-bernstein.md) | Lionshead Wealth Management | New York, New York | CFP | Percentage of assets, Fixed fees | | [Michael Hymes](https://find.wellspent.co/advisors/michael-hymes.md) | Beatrice Advisors | 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 | | [Clayton Gardner](https://find.wellspent.co/advisors/clayton-gardner.md) | Titan | New York, New York | | Percentage of assets, Subscription | | [John Roscoe](https://find.wellspent.co/advisors/john-roscoe.md) | Osprey Private Wealth | New York, New York | CFA | Percentage of assets | | [Kyle Dandurand](https://find.wellspent.co/advisors/kyle-dandurand.md) | Chemistry Wealth Management, LLC. | New York, New York | CFA | Ongoing planning fee | | [Lori Choi](https://find.wellspent.co/advisors/lori-choi.md) | Veris Wealth Partners | New York, New York | CFA | Percentage of assets, Hourly, Fixed 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 | | [Mervin Burton](https://find.wellspent.co/advisors/mervin-burton.md) | Beatrice Advisors | New York, New York | CFA | Percentage of assets, Fixed fees | | [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 | | [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 | | [Cheung Chan](https://find.wellspent.co/advisors/cheung-chan.md) | Chemistry Wealth Management, LLC. | New York, New York | | Ongoing planning fee | | [Frederick Hinkley](https://find.wellspent.co/advisors/frederick-hinkley.md) | Manchester Capital Management | New York, New York | | Percentage of assets, Fixed fees | | [Jason Wood](https://find.wellspent.co/advisors/jason-wood.md) | Rothschild Capital Partners | New York, New York | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [John Youngman](https://find.wellspent.co/advisors/john-youngman.md) | Osprey Private Wealth | New York, New York | | Percentage of assets | | [Keegan Sullivan](https://find.wellspent.co/advisors/keegan-sullivan.md) | Chemistry Wealth Management, LLC. | New York, New York | | Ongoing planning fee | | [Peter Kunze](https://find.wellspent.co/advisors/peter-kunze.md) | Guardant Wealth Advisors | New York , New York | | Percentage of assets | | [Richard Chen](https://find.wellspent.co/advisors/richard-chen.md) | Veris Wealth Partners | New York, New York | | 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 | | [Susan Sofronas](https://find.wellspent.co/advisors/susan-sofronas.md) | Manchester Capital Management | New York, New York | | Percentage of assets, Fixed fees | | [Chani Katzman](https://find.wellspent.co/advisors/chani-katzman.md) | | New York, New York | | Percentage of assets | | [Gladys Chow](https://find.wellspent.co/advisors/gladys-chow.md) | Eagle Bay Family Office | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Gregory Desroches](https://find.wellspent.co/advisors/gregory-desroches.md) | Beatrice Advisors | New York, New York | | Percentage of assets, Fixed fees | | [James Zagelmeyer](https://find.wellspent.co/advisors/james-zagelmeyer.md) | Lionshead Wealth Management | New York, New York | | Percentage of assets, Fixed fees | | [Jean-Andre Corpuz](https://find.wellspent.co/advisors/jean-andre-corpuz.md) | Eagle Bay Family Office | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Jonathan Roberts](https://find.wellspent.co/advisors/jonathan-roberts.md) | Klingenstein Fields Advisors | New York, New York | CFA, CIC | Percentage of assets, Fixed fees, Performance-based fees | | [Joshua Beckerman](https://find.wellspent.co/advisors/joshua-beckerman.md) | Eagle Bay Family Office | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Julie Shah](https://find.wellspent.co/advisors/julie-shah.md) | Eagle Bay Family Office | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Kyle Keir](https://find.wellspent.co/advisors/kyle-keir.md) | Eagle Bay Family Office | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Laurence Ach](https://find.wellspent.co/advisors/laurence-ach.md) | Klingenstein Fields Advisors | New York, New York | CIC | Percentage of assets, Fixed fees, Performance-based fees | | [Mehak Thukral](https://find.wellspent.co/advisors/mehak-thukral.md) | Lionshead Wealth Management | New York, New York | | Percentage of assets, Fixed fees | | [Meredith Fennebresque](https://find.wellspent.co/advisors/meredith-fennebresque.md) | Beatrice Advisors | New York, New York | | Percentage of assets, Fixed fees | | [William Petty](https://find.wellspent.co/advisors/william-petty.md) | Estabrook Capital Management | New York, New York | | Percentage of assets, Fixed fees | | [Yibo Huang](https://find.wellspent.co/advisors/yibo-huang.md) | Sicart Associates | New York, New York | CFA | Percentage of assets | | [Justin Berrie](https://find.wellspent.co/advisors/justin-berrie.md) | Capital Counsel | New York, New York | | Percentage of assets | | [Lauren Blum](https://find.wellspent.co/advisors/lauren-blum.md) | Capital Counsel | New York, New York | | Percentage of assets | Showing the first 50 of 62. The full list, page by page: https://find.wellspent.co/specialties/family-wealth-transfer/new-york/new-york-city/?page=2 ## Related - [Estate planning in New York City](https://find.wellspent.co/specialties/estate-planning/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).