# Financial advisors for founders in New York > For founders in New York, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Josefine Cays of Bridgewater Advisors Inc., Jose Vivero of United Financial Planning Group, LLC and Joe Forish of Fortrove Partners. Page: https://find.wellspent.co/specialties/founders-pre-exit/new-york/ 133 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 as a founder in New York? For founders in New York, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Josefine Cays of Bridgewater Advisors Inc., Jose Vivero of United Financial Planning Group, LLC and Joe Forish of Fortrove Partners. - [Josefine Cays](https://find.wellspent.co/advisors/josefine-cays/), Bridgewater Advisors Inc., New York City. Holds the EA, CFP and CFA. Fees on file: percentage of assets. - [Jose Vivero](https://find.wellspent.co/advisors/jose-vivero/), United Financial Planning Group, LLC, New York City. Holds the CPA, EA and CFP. Fees on file: percentage of assets, hourly. - [Joe Forish](https://find.wellspent.co/advisors/joe-forish/), Fortrove Partners, New York City. Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee. - [Gabriel Kaplan](https://find.wellspent.co/advisors/gabriel-kaplan/), Wealth Habits, White Plains. Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee. - [Christopher Kehoe](https://find.wellspent.co/advisors/christopher-kehoe/), R.W. Roge & Company, Inc., Bohemia. Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee. - [Charles Goldblum](https://find.wellspent.co/advisors/charles-goldblum/), Hurley Capital, New York City. Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in New York work with founders? The Wellspent public graph lists 133 fee-only advisors for founders in New York, at 56 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for founders in New York located? Of the 133 fee-only advisors for founders in New York, 45 are in New York City, followed by 13 in Buffalo and 11 in Syracuse. ## How do fee-only advisors for founders in New York charge? The most common fee among fee-only advisors for founders in New York is a percentage of assets, used by 96% of the 133 with fees on file. Many use more than one: 45% charge fixed fees and 29% 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 founders have? For founders, look for the CPA, EA and CFP. In New York, 38% of the 133 advisors listed hold the CFP. - CPA (2% of advisors listed): CPAs can model deal structure and the tax on proceeds. - EA (2% of advisors listed): Enrolled agents bring tax depth for multi-year planning. - CFP (38% of advisors listed): The CFP covers life after the exit, not only the sale. - CFA (13% of advisors listed): The CFA helps with investing a large sum at once. ## How do New York advisors for founders compare with the rest of the US? 29% of fee-only advisors for founders in New York charge by the hour, compared with 46% of the 3,000 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does New York tax income on top of federal tax? Yes. New York has a state income tax, so a financial plan for a New York resident should project it alongside federal tax. ## Is there a local income tax in New York? Yes. In New York, New York City and Yonkers add their own income tax. ## What happens to stock pay if you move to or from New York? States often tax stock pay based on where you worked between grant and vesting, so a move to or from New York can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as a founder in New York? - How many clients have you taken through an exit, and at what size? - How would you check whether my shares qualify for QSBS? - What should I do before a term sheet that I can't do after? - How would you invest the proceeds in the first year? - How do you account for local income tax where I live and work? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for founders 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Chris Haigh](https://find.wellspent.co/advisors/chris-haigh.md) | Iconoclastic Capital Management LLC | Brooklyn, New York | CFP, ChFC, RICP | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Christopher Kehoe](https://find.wellspent.co/advisors/christopher-kehoe.md) | R.W. Roge & Company, Inc. | Bohemia, New York | CFA, MBA, AIF, CFP, CMFC | Percentage of assets, One-time 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 | | [Gabriel Kaplan](https://find.wellspent.co/advisors/gabriel-kaplan.md) | Wealth Habits | White Plains, New York | CFP, CPA, MBA | Percentage of assets, Ongoing planning fee | | [Gene Thompson](https://find.wellspent.co/advisors/gene-thompson.md) | Iconoclastic Capital Management | Brooklyn, New York | CFP, ChFC, RICP, Certified Student Loan Professional, CLU | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Jared Paul](https://find.wellspent.co/advisors/jared-paul.md) | Capable Wealth | Albany, New York | CFP, CIMA | Percentage of assets, Hourly, Fixed fees | | [Kathryn Kubiak-Rizzone](https://find.wellspent.co/advisors/kathryn-kubiak-rizzone.md) | About Time Financial Planning | Rochester, New York | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Joe Forish](https://find.wellspent.co/advisors/joe-forish.md) | Fortrove Partners | New York, New York | CFP, CFA | Percentage of assets, Ongoing planning fee | | [Allison Vanaski](https://find.wellspent.co/advisors/allison-vanaski.md) | Arcadia Wealth Management | New York, New York | CFP | Percentage of assets, Hourly | | [Gerry Barrasso](https://find.wellspent.co/advisors/gerry-barrasso.md) | United Financial Planning Group | Hauppauge, New York | CFP, CPA, MBA, PFS | Percentage of assets, Hourly, Fixed fees | | [Jose Vivero](https://find.wellspent.co/advisors/jose-vivero.md) | United Financial Planning Group, LLC | New York, New York | CFP, ChFC, CLU, RICP, EA, CPA/PFS | Percentage of assets, Hourly, Fixed fees | | [Kerry Mayo](https://find.wellspent.co/advisors/kerry-mayo.md) | Capital Financial Advisors of New York, LLC | Clifton Park, New York | CFP, MA, MBA | Percentage of assets, Hourly, Fixed fees | | [Ryan Derousseau](https://find.wellspent.co/advisors/ryan-derousseau.md) | United Financial Planning Group | Hauppauge, New York | CFP, EA | Percentage of assets, Hourly, Fixed fees | | [Sara Stanich](https://find.wellspent.co/advisors/sara-stanich.md) | Cultivating Wealth | Brooklyn, New York | CFP, CDFA, MBA | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Josefine Cays](https://find.wellspent.co/advisors/josefine-cays.md) | Bridgewater Advisors Inc. | New York, New York | CFA, CFP, EA | Percentage of assets | | [Salvatore Paternico](https://find.wellspent.co/advisors/salvatore-paternico.md) | W&S Management Services | Rochester, New York | CFP, ChFC | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Grace Stolberg](https://find.wellspent.co/advisors/grace-stolberg.md) | O'Keefe Stevens Advisory | Rochester, New York | CFP | Percentage of assets, One-time planning fee | | [Justin Stevens](https://find.wellspent.co/advisors/justin-stevens.md) | O'Keefe Stevens Advisory | Rochester, New York | CFP | Percentage of assets, One-time planning fee | | [Peter O'Keefe](https://find.wellspent.co/advisors/peter-o-keefe.md) | O'Keefe Stevens Advisory | Rochester, New York | CFP | Percentage of assets, One-time planning fee | | [Taylor Nissi](https://find.wellspent.co/advisors/taylor-nissi.md) | Farther | White Plains, New York | CFP | Percentage of assets, Flat fee or retainer | | [Douglas Augenthaler](https://find.wellspent.co/advisors/douglas-augenthaler.md) | Palumbo Wealth Management | Great Neck, New York | CFP, CFA | Percentage of assets, Fixed fees | | [Joseph Rodriguez](https://find.wellspent.co/advisors/joseph-rodriguez.md) | Matriarch Wealth Management | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Powsner](https://find.wellspent.co/advisors/michael-powsner.md) | Upstart Wealth Management | New York, New York | CFP, PFS | Percentage of assets, Ongoing planning fee | | [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 | | [Russell Kroeger](https://find.wellspent.co/advisors/russell-kroeger.md) | Upstart Wealth Management | New York, New York | CFP | Percentage of assets, Ongoing planning fee | | [Caleb Jennings](https://find.wellspent.co/advisors/caleb-jennings.md) | Sanderson Wealth Management | Buffalo, New York | CFP | Percentage of assets | | [Chen Li](https://find.wellspent.co/advisors/chen-li.md) | GoalVest Advisory | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [Dyer McCabe](https://find.wellspent.co/advisors/dyer-mccabe.md) | Kilter Group | Rhinebeck, New York | CFP, ChFC | Percentage of assets, 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 | | [Evan Kraft](https://find.wellspent.co/advisors/evan-kraft.md) | Sanderson Wealth Management | Buffalo, New York | CFP | Percentage of assets | | [James Warner](https://find.wellspent.co/advisors/james-warner.md) | Sanderson Wealth Management | Buffalo, New York | CFP | Percentage of assets | | [John Gullo](https://find.wellspent.co/advisors/john-gullo.md) | Sanderson Wealth Management | Buffalo, New York | CFP | Percentage of assets | | [Justin Sanderson](https://find.wellspent.co/advisors/justin-sanderson.md) | Sanderson Wealth Management | Buffalo, New York | CFP | Percentage of assets | | [Larry Sprung](https://find.wellspent.co/advisors/larry-sprung.md) | Mitlin Financial, Inc | Hauppauge , New York | CFP | Percentage of assets, Flat fee or retainer | | [Patrick Cicchetti](https://find.wellspent.co/advisors/patrick-cicchetti.md) | Ryse Capital Management | Rochester, New York | | Flat fee or retainer, Hourly, One-time planning fee | | [Peter Egolf](https://find.wellspent.co/advisors/peter-egolf.md) | Kilter Group | Rhinebeck, New York | CFP | Percentage of assets, Fixed fees | | [Sevasti Balafas](https://find.wellspent.co/advisors/sevasti-balafas.md) | GoalVest Advisory | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [Timothy Domino](https://find.wellspent.co/advisors/timothy-domino.md) | Sanderson Wealth Management | Buffalo, New York | CFP | Percentage of assets | | [Timothy Kingsbury](https://find.wellspent.co/advisors/timothy-kingsbury.md) | Veris Wealth Partners | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Adam Frank](https://find.wellspent.co/advisors/adam-frank.md) | Frank Finances | New York, New York | CFP | Ongoing planning fee, One-time planning fee | | [Brian Ward](https://find.wellspent.co/advisors/brian-ward.md) | W&S Management Services | Rochester, New York | | Percentage of assets, Hourly, Fixed fees, Performance-based 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 | | [George Marron](https://find.wellspent.co/advisors/george-marron.md) | High Probability Advisors | Pittsford, New York | CFP | Percentage of assets | | [Matthew Newman](https://find.wellspent.co/advisors/matthew-newman.md) | High Probability Advisors | Pittsford, New York | CFP | Percentage of assets | | [Michael Hymes](https://find.wellspent.co/advisors/michael-hymes.md) | Beatrice Advisors | New York, New York | CFP | Percentage of assets, Fixed fees | | [Andrew Shoemaker](https://find.wellspent.co/advisors/andrew-shoemaker.md) | Hurley Capital | New York, New York | CFP | Percentage of assets, Fixed fees | | [Arynton Hardy](https://find.wellspent.co/advisors/arynton-hardy.md) | Savvy | New York, New York | | Percentage of assets, One-time planning fee | | [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 | | [Charles Goldblum](https://find.wellspent.co/advisors/charles-goldblum.md) | Hurley Capital | New York, New York | CFP, CFA | Percentage of assets, Fixed fees | Showing the first 50 of 133. The full list, page by page: https://find.wellspent.co/specialties/founders-pre-exit/new-york/?page=2 ## Related - [Retirement planning in New York](https://find.wellspent.co/specialties/retirement-planning/new-york.md) - [Estate planning in New York](https://find.wellspent.co/specialties/estate-planning/new-york.md) - [Tax planning in New York](https://find.wellspent.co/specialties/tax-planning/new-york.md) - [Family wealth transfer in New York](https://find.wellspent.co/specialties/family-wealth-transfer/new-york.md) - [Small business owners in New York](https://find.wellspent.co/specialties/small-business-owners/new-york.md) - [Pre-retirees in New York](https://find.wellspent.co/audiences/pre-retirees/new-york.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).