Financial advisors for founders in New York

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.

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.

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.

See every fee-only advisor fee in New York

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.

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?

1. How many clients have you taken through an exit, and at what size?
2. How would you check whether my shares qualify for QSBS?
3. What should I do before a term sheet that I can't do after?
4. How would you invest the proceeds in the first year?
5. How do you account for local income tax where I live and work?
6. 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.