Financial advisors for family wealth transfer in New York City, New York

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..

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.

See every fee-only advisor fee in New York

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.

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?

1. How do you involve the next generation, and when?
2. What would you gift now, and what would you hold until death?
3. How do you work with our attorney and accountant?
4. What happens to the relationship when the first generation is gone?
5. 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.