# Financial advisors for small business owners in New York City, New York > For small business owners in New York City, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include Courtney McKenna of Altfest Personal Wealth Management, David Frisch of Frisch Financial Group, Inc. and Curtis Pope of Pope Wealth Planning. Page: https://find.wellspent.co/specialties/small-business-owners/new-york/new-york-city/ 33 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 small business owner in New York City? For small business owners in New York City, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include Courtney McKenna of Altfest Personal Wealth Management, David Frisch of Frisch Financial Group, Inc. and Curtis Pope of Pope Wealth Planning. - [Courtney McKenna](https://find.wellspent.co/advisors/courtney-mckenna/), Altfest Personal Wealth Management, New York. Holds the CPA and CFP. Fees on file: ongoing planning fee. - [David Frisch](https://find.wellspent.co/advisors/david-frisch/), Frisch Financial Group, Inc., New York. Holds the CPA and CFP. Fees on file: percentage of assets, fixed fees. - [Curtis Pope](https://find.wellspent.co/advisors/curtis-pope/), Pope Wealth Planning, New York. Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee. - [ignition tax](https://find.wellspent.co/advisors/ignition-tax-655000/), ignition tax, new york. Holds the CPA. Fees on file: flat fee or retainer. - [Nina Spezzaferro](https://find.wellspent.co/advisors/nina-spezzaferro/), Chemistry Wealth Management, LLC., New York. Holds the CFP. Fees on file: 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 small business owners? The Wellspent public graph lists 33 fee-only advisors for small business owners in New York City, at 16 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for small business owners in New York City charge? The most common fee among fee-only advisors for small business owners in New York City is a percentage of assets, used by 67% of the 33 with fees on file. Many use more than one: 36% charge an ongoing planning fee and 33% charge fixed fees. ## 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 small business owners have? For small business owners, look for the CPA and CFP. In New York City, 33% of the 33 advisors listed hold the CFP. - CPA (9% of advisors listed): CPAs understand entity structure and business books. - CFP (33% of advisors listed): The CFP keeps the business in the wider plan. ## How do New York City advisors for small business owners compare with the rest of the US? 36% of fee-only advisors for small business owners in New York City charge an ongoing planning fee, compared with 14% of the 2,851 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 should I ask a financial advisor as a small business owner in New York City? - Which retirement plan would you set up for my business, and why? - How would you set my salary against distributions? - How much of my net worth should stay in the business? - How do you plan for an eventual sale or succession? - How do you account for local income tax where I live and work? ## How current is this list of fee-only advisors for small business owners 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 | |---|---|---|---|---| | [Andrew Altfest](https://find.wellspent.co/advisors/andrew-altfest.md) | Altfest Personal Wealth Management | New York, New York | CFP, MBA | Ongoing 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 | | [Courtney McKenna](https://find.wellspent.co/advisors/courtney-mckenna.md) | Altfest Personal Wealth Management | New York, New York | CFP, CLU, CFA, CPA/PFS, MBA, PhD, MA | Ongoing planning fee | | [Curtis Pope](https://find.wellspent.co/advisors/curtis-pope.md) | Pope Wealth Planning | New York, New York | CFP | One-time planning fee, Ongoing planning fee, Flat fee or retainer, Percentage of assets | | [David Frisch](https://find.wellspent.co/advisors/david-frisch.md) | Frisch Financial Group, Inc. | New York, New York | CFP, CPA/PFS, CFS, CDFA, MSFS, CRPC | Percentage of assets, Fixed fees | | [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 | | [Bryan Koslow](https://find.wellspent.co/advisors/bryan-koslow.md) | Clarus Group | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [ignition tax](https://find.wellspent.co/advisors/ignition-tax-655000.md) | ignition tax | new york, New York | CPA | Flat fee or retainer | | [Mark Chemtob](https://find.wellspent.co/advisors/mark-chemtob.md) | Chemistry Wealth Management, LLC. | New York, New York | CFP | Ongoing planning fee | | [Nina Spezzaferro](https://find.wellspent.co/advisors/nina-spezzaferro.md) | Chemistry Wealth Management, LLC. | New York, New York | CFP | Ongoing planning fee | | [Adam Frank](https://find.wellspent.co/advisors/adam-frank.md) | Frank Finances | New York, New York | CFP | Ongoing planning fee, One-time planning fee | | [Michael Hymes](https://find.wellspent.co/advisors/michael-hymes.md) | Beatrice Advisors | 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 | | [Clayton Gardner](https://find.wellspent.co/advisors/clayton-gardner.md) | Titan | New York, New York | | Percentage of assets, Subscription | | [Kyle Dandurand](https://find.wellspent.co/advisors/kyle-dandurand.md) | Chemistry Wealth Management, LLC. | New York, New York | CFA | Ongoing planning fee | | [Thomas Watts](https://find.wellspent.co/advisors/thomas-watts.md) | Watts Capital | New York, New York | CFA | Percentage of assets, Performance-based fees | | [Igor Tsukerman](https://find.wellspent.co/advisors/igor-tsukerman.md) | Eureka Wealth Solutions | New York, New York | | Percentage of assets | | [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 | | [Adenikke Soremekun](https://find.wellspent.co/advisors/adenikke-soremekun.md) | Chemistry Wealth Management, LLC. | New York, New York | | Ongoing planning fee | | [Brandon Sullivan](https://find.wellspent.co/advisors/brandon-sullivan.md) | Spring Street Wealth | New York, New York | | Percentage of assets, Fixed fees | | [Cheung Chan](https://find.wellspent.co/advisors/cheung-chan.md) | Chemistry Wealth Management, LLC. | New York, New York | | Ongoing planning fee | | [Franklin Waung](https://find.wellspent.co/advisors/franklin-waung.md) | Watts Capital | New York, New York | | Percentage of assets, Performance-based fees | | [Garrett Edson](https://find.wellspent.co/advisors/garrett-edson.md) | Clarus Group | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Keegan Sullivan](https://find.wellspent.co/advisors/keegan-sullivan.md) | Chemistry Wealth Management, LLC. | New York, New York | | Ongoing planning fee | | [Michael George](https://find.wellspent.co/advisors/michael-george-220914.md) | Watts Capital | New York, New York | | Percentage of assets, Performance-based fees | | [Michael Raimondi](https://find.wellspent.co/advisors/michael-raimondi.md) | Clarus Group | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [Samuel Eilbaum](https://find.wellspent.co/advisors/samuel-eilbaum.md) | Chemistry Wealth Management, LLC. | New York, New York | | Ongoing planning fee | | [Sandra Turner](https://find.wellspent.co/advisors/sandra-turner.md) | Watts Capital | New York, New York | | Percentage of assets, Performance-based 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 | ## 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) - [Founders in New York City](https://find.wellspent.co/specialties/founders-pre-exit/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) ## 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).