Financial advisors for tax planning in New York
Which financial advisor should I talk to about tax planning in New York?
For tax planning in New York, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include J. Scott Kittrell of Modera Wealth Management, LLC, Chad Chase of CGN Advisors, LLC and Shane Mason of Brooklyn FI.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- J. Scott Kittrell Modera Wealth Management, LLC, New York City Holds the EA, CPA and CFP. Fees on file: percentage of assets, flat fee or retainer.
- Chad Chase CGN Advisors, LLC, Brooklyn Holds the EA, CPA and CFP. Fees on file: ongoing planning fee.
- Shane Mason Brooklyn FI, Brooklyn Holds the EA, CPA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Jose Vivero United Financial Planning Group, LLC, New York City Holds the EA, CPA and CFP. Fees on file: percentage of assets, hourly.
- Amir Noor N Financial Plans, Huntington Holds the EA and CFP. Fees on file: hourly, ongoing planning fee.
- Kaysi Gordon Kaysi Gordon Financial Planning, Valley Stream Holds the CPA and CFP. Fees on file: percentage of assets, one-time planning fee.
How many fee-only financial advisors in New York work on tax planning?
The Wellspent public graph lists 245 fee-only advisors for tax planning in New York, at 139 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for tax planning in New York located?
Of the 245 fee-only advisors for tax planning in New York, 61 are in New York City, followed by 26 in Rochester and 14 in Pittsford.
Plus 120 in other cities.
How do fee-only advisors for tax planning in New York charge?
The most common fee among fee-only advisors for tax planning in New York is a percentage of assets, used by 91% of the 245 with fees on file. Many use more than one: 55% charge fixed fees and 47% 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.
What credentials should a financial advisor for tax planning have?
For tax planning, look for the EA, CPA and CFP. In New York, 44% of the 245 advisors listed hold the CFP.
- EA5% in New York
- Enrolled agents are licensed by the IRS and focus on tax.
- CPA5% in New York
- CPAs bring broad tax and accounting depth.
- CFP44% in New York
- The CFP connects tax decisions to the rest of the plan.
How do New York advisors for tax planning compare with the rest of the US?
44% of fee-only advisors for tax planning in New York hold the CFP, compared with 50% of the 5,860 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are New York. Light bars are all US advisors for tax planning.
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 about tax planning in New York?
- Do you prepare my return, or coordinate with my preparer?
- Will you give me a written multi-year tax projection?
- What tax decisions would you want to make with me before year end?
- How do you weigh tax savings against investment risk?
- How do you account for local income tax where I live and work?
How current is this list of fee-only advisors for tax planning 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.
All 245 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Igor Aronov Flat-fee and hourly planning that helps professionals, business owners and families sort through overlapping decisions during busy career and family years. | FAR Financial | Brooklyn | CFP | One-time planning fee, Hourly |
| Amir Noor | N Financial Plans | Huntington | CFP, CRPS, EA | Hourly, Ongoing planning fee |
| Andrew Altfest | Altfest Personal Wealth Management | New York | CFP, MBA | Ongoing planning fee |
| Chris Haigh | Iconoclastic Capital Management LLC | Brooklyn | CFP, ChFC, RICP | Percentage of assets, Ongoing planning fee |
| Christopher Kehoe | R.W. Roge & Company, Inc. | Bohemia | CFA, MBA, AIF, CFP | Percentage of assets, One-time 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 |
| Fabian Degen | FMD Wealth Advisors | White Plains | CFP, CFA, EA, CDFA | Hourly, Percentage of assets |
| Gabriel Kaplan | Wealth Habits | White Plains | CFP, CPA, MBA | Percentage of assets, Ongoing planning fee |
| Gene Thompson | Iconoclastic Capital Management | Brooklyn | CFP, ChFC, RICP, Certified Student Loan Professional | Percentage of assets, Ongoing planning fee |
| Jared Paul | Capable Wealth | Albany | CFP, CIMA | Percentage of assets, Hourly |
| Kathryn Kubiak-Rizzone | About Time Financial Planning | Rochester | CFP | Flat fee or retainer, Ongoing planning fee |
| Philip Murphy Independent, advice-only planning for people saving, investing or facing transitions like retirement, a new career or a health challenge. | IndiePlan LLC | Albany | CFP, CFA | Subscription, One-time planning fee |
| Erik Nero | First Step Wealth Planning, LLC | Wilton | CFP, RICP | Flat fee or retainer, Ongoing planning fee |
| Joe Forish | Fortrove Partners | New York | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Kaysi Gordon | Kaysi Gordon Financial Planning | Valley Stream | CFP, CPA, MBA | Percentage of assets, One-time planning fee |
| Laura Rotter | True Abundance Advisors | White Plains | CFP, CFA, MBA | Percentage of assets, Ongoing planning fee |
| Tracy Sherwood | Sherwood Financial Management | Williamsville | CFP | Ongoing planning fee, One-time planning fee |
| Ally Jane Ayers | Brooklyn FI, LLC | Brooklyn | CFP, EA | Percentage of assets, Ongoing planning fee |
| Barbara Clemons Personal financial planning and money education workshops that address both the technical and emotional sides of financial decisions. | Clemons Financial Education Company | Fairport | CFP, CLU, ChFC, CASL | One-time planning fee, Hourly |
| Brett Koeppel | Eudaimonia Wealth LLC | Buffalo | CFP | Percentage of assets |
| Chad Chase | CGN Advisors, LLC | Brooklyn | CFP, MBA, CFA, BA | Ongoing planning fee |
| Christopher Congema | Landmark Wealth Management, LLC | New York | CFP | Percentage of assets |
| David Frisch | Frisch Financial Group, Inc. | New York | CFP, CPA/PFS, CFS, CDFA | Percentage of assets, Fixed fees |
| Gabriel Markiz | Portland Financial Advisors, Inc. | Port Washington | CFP, CPA/PFS, MSFP | Hourly, One-time planning fee |
| J. Scott Kittrell | Modera Wealth Management, LLC | New York | CFP, CFA, ACA, EA | Percentage of assets, Flat fee or retainer |
| Jennifer Kang | JWK Financial | New York | CFP | Flat fee or retainer, Ongoing planning fee |
| Justin Belkin | Financial Boss | Plainview | CFP, EA, MBA | Flat fee or retainer, Percentage of assets |
| Paul Coleman Iii | Free Time Financial LLC | Orchard Park | CFP | Flat fee or retainer, Ongoing planning fee |
| Shane Mason | Brooklyn FI | Brooklyn | CFP, CPA/PFS, CPWA, EA | Percentage of assets, Ongoing planning fee |
| Gerry Barrasso | United Financial Planning Group | Hauppauge | CFP, CPA, MBA, PFS | Percentage of assets, Hourly |
| Jose Vivero | United Financial Planning Group, LLC | New York | CFP, ChFC, CLU, RICP | Percentage of assets, Hourly |
| Kerry Mayo | Capital Financial Advisors of New York, LLC | Clifton Park | CFP, MA, MBA | Percentage of assets, Hourly |
| Matthew McKee | Target Rock Wealth Management | New York | CFA, CFP, MBA | Percentage of assets, Hourly |
| Richard McCormack | School of Personal Finance | Yorktown Heights | CFP, RICP | Percentage of assets, Hourly |
| Ryan Derousseau | United Financial Planning Group | Hauppauge | CFP, EA | Percentage of assets, Hourly |
| David Rosenstrock | Wharton Wealth Planning | New York | CFP, MBA | Percentage of assets, Hourly |
| Kenneth Robinson | Sax Wealth Advisors, LLC | New York | CFP, JD, CPA, CFA | Percentage of assets, Hourly |
| Marc Vorchheimer | Integrated Financial Consulting | Monsey | CFP | Ongoing planning fee, One-time planning fee |
| Michael Robertson | Shelterbelt Advisors | Red Hook | CFP | One-time planning fee, Ongoing planning fee |
| Rahimul Taher | Taher Financial Planning | Brooklyn | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Jonathan Thomas | JQL Wealth, LLC | Pittsford | CFP, CCFC | Percentage of assets, Ongoing planning fee |
| Luis Rosa | Build a Better Financial Future LLC | White Plains | CFP, EA | Percentage of assets, Flat fee or retainer |
| Nate Tomkiewicz | Tomkiewicz Wealth Management, LLC | Wynantskill | CFP | Percentage of assets |
| Maha Gannavaram | Unique Financial Advisors | New York | CFP, EA, MSFP | Ongoing planning fee |
| Rajiv Dixit | Serenity Capital Advisors | Pittsford | CFP | Percentage of assets |
| Salvatore Paternico | W&S Management Services | Rochester | CFP, ChFC | Percentage of assets, Hourly |
| George Harris | Bentham Wealth Advisors | Williamsville | CFP | Percentage of assets, Ongoing planning fee |
| Grace Stolberg | O'Keefe Stevens Advisory | Rochester | CFP | Percentage of assets, One-time planning fee |
| Justin Stevens | O'Keefe Stevens Advisory | Rochester | CFP | Percentage of assets, One-time planning fee |
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