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Wellspent public graph/Specialties/Small business owners/New York/New York City

Financial advisors for small business owners in New York City, New York

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.

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Where to start

Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.

  • Courtney McKenna Altfest Personal Wealth Management, New York Holds the CPA and CFP. Fees on file: ongoing planning fee.
  • David Frisch Frisch Financial Group, Inc., New York Holds the CPA and CFP. Fees on file: percentage of assets, fixed fees.
  • Curtis Pope Pope Wealth Planning, New York Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee.
  • ignition tax ignition tax, new york Holds the CPA. Fees on file: flat fee or retainer.
  • Nina Spezzaferro Chemistry Wealth Management, LLC., New York Holds the CFP. Fees on file: ongoing planning fee.
  • 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.

See every fee-only advisor fee in New York

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.

CPA9% in New York City
CPAs understand entity structure and business books.
CFP33% in New York City
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.

  • Hold the CPA 9% 2%
  • Hold the CFP 33% 45%
  • Charge a percentage of assets 67% 88%
  • Charge an ongoing planning fee 36% 14%
  • Charge fixed fees 33% 52%

Dark bars are New York City. Light bars are all US advisors for small business owners.

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?

  1. Which retirement plan would you set up for my business, and why?
  2. How would you set my salary against distributions?
  3. How much of my net worth should stay in the business?
  4. How do you plan for an eventual sale or succession?
  5. 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.

All 33 advisors

Fee-only advisors for small business owners in New York City: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Andrew Altfest Altfest Personal Wealth Management New York CFP, MBA Ongoing planning fee
Christopher Marrone Marrone Wealth Management LLC New York CFP Ongoing planning fee, One-time planning fee
Courtney McKenna Altfest Personal Wealth Management New York CFP, CLU, CFA, CPA/PFS Ongoing planning fee
Curtis Pope Pope Wealth Planning New York CFP One-time planning fee, Ongoing planning fee
David Frisch Frisch Financial Group, Inc. New York CFP, CPA/PFS, CFS, CDFA Percentage of assets, Fixed fees
Peter Levine Velara Wealth Management New York CFP, ChFC Percentage of assets, Hourly
Bryan Koslow Clarus Group New York CFP Percentage of assets, Hourly
ignition tax ignition tax ignition tax new york CPA Flat fee or retainer
Mark Chemtob Chemistry Wealth Management, LLC. New York CFP Ongoing planning fee
Nina Spezzaferro Chemistry Wealth Management, LLC. New York CFP Ongoing planning fee
Adam Frank Frank Finances New York CFP Ongoing planning fee, One-time planning fee
Michael Hymes Beatrice Advisors New York CFP Percentage of assets, Fixed fees
Arynton Hardy I work with tech employees, founders, and high-performers navigating equity, liquidity events, and non-traditional income. Savvy New York Not listed Percentage of assets, One-time planning fee
Clayton Gardner Award-winning modern wealth management firm for high earning professionals. Titan New York Not listed Percentage of assets, Subscription
Kyle Dandurand Chemistry Wealth Management, LLC. New York CFA Ongoing planning fee
Thomas Watts Watts Capital New York CFA Percentage of assets, Performance-based fees
Igor Tsukerman Eureka Wealth Solutions New York Not listed Percentage of assets
Mervin Burton Beatrice Advisors New York CFA Percentage of assets, Fixed fees
Sean Kearney Amvoy Wealth New York Not listed Percentage of assets, Fixed fees
Adenikke Soremekun Chemistry Wealth Management, LLC. New York Not listed Ongoing planning fee
Brandon Sullivan Spring Street Wealth New York Not listed Percentage of assets, Fixed fees
Cheung Chan Chemistry Wealth Management, LLC. New York Not listed Ongoing planning fee
Franklin Waung Watts Capital New York Not listed Percentage of assets, Performance-based fees
Garrett Edson Clarus Group New York Not listed Percentage of assets, Hourly
Keegan Sullivan Chemistry Wealth Management, LLC. New York Not listed Ongoing planning fee
Michael George Watts Capital New York Not listed Percentage of assets, Performance-based fees
Michael Raimondi Clarus Group New York Not listed Percentage of assets, Hourly
Samuel Eilbaum Chemistry Wealth Management, LLC. New York Not listed Ongoing planning fee
Sandra Turner Watts Capital New York Not listed Percentage of assets, Performance-based fees
Ty Buckelew Watts Capital New York Not listed Percentage of assets, Performance-based fees
Chani Katzman We help our clients live a life by design, not default. Not listed New York Not listed Percentage of assets
Gregory Desroches Beatrice Advisors New York Not listed Percentage of assets, Fixed fees
Meredith Fennebresque Beatrice Advisors New York Not listed Percentage of assets, Fixed fees

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