# Financial advisors for founders in New York City, New York > For founders in New York City, 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/new-york-city/ 45 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 City? For founders in New York City, 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. 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. 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. Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee. - [Charles Goldblum](https://find.wellspent.co/advisors/charles-goldblum/), Hurley Capital, New York. Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees. - [Michael Powsner](https://find.wellspent.co/advisors/michael-powsner/), Upstart Wealth Management, New York. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Adam Frank](https://find.wellspent.co/advisors/adam-frank/), Frank Finances, New York. Holds the CFP. Fees on file: ongoing planning fee, one-time planning fee. ## How many fee-only financial advisors in New York City work with founders? The Wellspent public graph lists 45 fee-only advisors for founders in New York City, at 26 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for founders in New York City charge? The most common fee among fee-only advisors for founders in New York City is a percentage of assets, used by 98% of the 45 with fees on file. Many use more than one: 60% charge fixed fees and 36% 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 founders have? For founders, look for the CPA, EA and CFP. In New York City, 36% of the 45 advisors listed hold the CFP. - CPA (2% of advisors listed): CPAs can model deal structure and the tax on proceeds. - EA (4% of advisors listed): Enrolled agents bring tax depth for multi-year planning. - CFP (36% of advisors listed): The CFP covers life after the exit, not only the sale. - CFA (18% of advisors listed): The CFA helps with investing a large sum at once. ## How do New York City advisors for founders compare with the rest of the US? 36% of fee-only advisors for founders in New York City 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 City? - 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 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 | |---|---|---|---|---| | [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 | | [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 | | [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 | | [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 | | [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 | | [Chen Li](https://find.wellspent.co/advisors/chen-li.md) | GoalVest Advisory | New York, New York | CFA | 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 | | [Sevasti Balafas](https://find.wellspent.co/advisors/sevasti-balafas.md) | GoalVest Advisory | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [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 | | [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 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 | | [Clayton Gardner](https://find.wellspent.co/advisors/clayton-gardner.md) | Titan | New York, New York | | Percentage of assets, Subscription | | [Harry Martin](https://find.wellspent.co/advisors/harry-martin.md) | GoalVest Advisory | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Lori Choi](https://find.wellspent.co/advisors/lori-choi.md) | Veris Wealth Partners | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [Thomas Watts](https://find.wellspent.co/advisors/thomas-watts.md) | Watts Capital | New York, New York | CFA | Percentage of assets, Performance-based fees | | [James Keenan](https://find.wellspent.co/advisors/james-keenan-872666.md) | Keenan Private Wealth Management | New York, New York | | Percentage of assets, Hourly | | [Mervin Burton](https://find.wellspent.co/advisors/mervin-burton.md) | Beatrice Advisors | New York, New York | CFA | Percentage of assets, Fixed fees | | [Sean Kearney](https://find.wellspent.co/advisors/sean-kearney.md) | Amvoy Wealth | New York, New York | | Percentage of assets, Fixed fees | | [Thomas Cefalu](https://find.wellspent.co/advisors/thomas-cefalu.md) | Downtown Wealth Studios | New York, New York | | Percentage of assets, Fixed fees | | [Brandon Sullivan](https://find.wellspent.co/advisors/brandon-sullivan.md) | Spring Street Wealth | New York, New York | | Percentage of assets, Fixed fees | | [Franklin Waung](https://find.wellspent.co/advisors/franklin-waung.md) | Watts Capital | New York, New York | | Percentage of assets, Performance-based fees | | [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 | | [Michael George](https://find.wellspent.co/advisors/michael-george-220914.md) | Watts Capital | New York, New York | | Percentage of assets, Performance-based fees | | [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 | | [Sandra Turner](https://find.wellspent.co/advisors/sandra-turner.md) | Watts Capital | New York, New York | | Percentage of assets, Performance-based fees | | [Susan Sofronas](https://find.wellspent.co/advisors/susan-sofronas.md) | Manchester Capital Management | New York, New York | | Percentage of assets, Fixed fees | | [Ty Buckelew](https://find.wellspent.co/advisors/ty-buckelew.md) | Watts Capital | New York, New York | | Percentage of assets, Performance-based fees | | [Chani Katzman](https://find.wellspent.co/advisors/chani-katzman.md) | | New York, New York | | Percentage of assets | | [Gregory Desroches](https://find.wellspent.co/advisors/gregory-desroches.md) | Beatrice Advisors | 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 | | [Michael Tanney](https://find.wellspent.co/advisors/michael-tanney.md) | Pereon Wealth | New York, New York | | Percentage of assets, Fixed fees, Performance-based fees | | [Constantinos Athanailos](https://find.wellspent.co/advisors/constantinos-athanailos.md) | Hurley Capital | New York, New York | | Percentage of assets, Fixed fees | | [Esteban Handal](https://find.wellspent.co/advisors/esteban-handal.md) | Handal Dunaway | New York, New York | | Percentage of assets | ## Related - [Estate planning in New York City](https://find.wellspent.co/specialties/estate-planning/new-york/new-york-city.md) - [Family wealth transfer in New York City](https://find.wellspent.co/specialties/family-wealth-transfer/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) - [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).