Financial advisors for physicians in New York

Which financial advisor should I talk to as a physician in New York?

For physicians in New York, talk to a fee-only planner who already serves doctors and knows your stage, from training through practice ownership. Student loans, disability insurance, and contract terms are decisions most generalists rarely see. Records to start with include Courtney McKenna of Altfest Personal Wealth Management, Gabriel Kaplan of Wealth Habits and J. Scott Kittrell of Modera Wealth Management, LLC.

How many fee-only financial advisors in New York work with physicians?

The Wellspent public graph lists 35 fee-only advisors for physicians in New York, at 16 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for physicians in New York charge?

The most common fee among fee-only advisors for physicians in New York is a percentage of assets, used by 91% of the 35 with fees on file. Many use more than one: 71% charge fixed fees and 43% 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 physicians have?

For physicians, look for the CFP and CPA. In New York, 57% of the 35 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 should I ask a financial advisor as a physician in New York?

1. How many physicians do you work with, and at what career stage?
2. How would you approach my loans, including PSLF?
3. How do you evaluate own-occupation disability coverage?
4. Do you sell insurance or earn anything from it?
5. How do you account for local income tax where I live and work?

How current is this list of fee-only advisors for physicians 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.