# Financial advisors for tax planning in New York City, New York > For tax planning in New York City, 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, Jose Vivero of United Financial Planning Group, LLC and Maha Gannavaram of Unique Financial Advisors. Page: https://find.wellspent.co/specialties/tax-planning/new-york/new-york-city/ 61 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 about tax planning in New York City? For tax planning in New York City, 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, Jose Vivero of United Financial Planning Group, LLC and Maha Gannavaram of Unique Financial Advisors. - [J. Scott Kittrell](https://find.wellspent.co/advisors/j-scott-kittrell/), Modera Wealth Management, LLC, New York. Holds the EA, CPA and CFP. Fees on file: percentage of assets, flat fee or retainer. - [Jose Vivero](https://find.wellspent.co/advisors/jose-vivero/), United Financial Planning Group, LLC, New York. Holds the EA, CPA and CFP. Fees on file: percentage of assets, hourly. - [Maha Gannavaram](https://find.wellspent.co/advisors/maha-gannavaram/), Unique Financial Advisors, New York. Holds the EA and CFP. Fees on file: ongoing planning fee. - [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. - [Kenneth Robinson](https://find.wellspent.co/advisors/kenneth-robinson/), Sax Wealth Advisors, LLC, New York. Holds the CPA and CFP. Fees on file: percentage of assets, hourly. - [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. ## How many fee-only financial advisors in New York City work on tax planning? The Wellspent public graph lists 61 fee-only advisors for tax planning in New York City, at 38 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for tax planning in New York City charge? The most common fee among fee-only advisors for tax planning in New York City is a percentage of assets, used by 90% of the 61 with fees on file. Many use more than one: 56% charge fixed fees and 49% 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 tax planning have? For tax planning, look for the EA, CPA and CFP. In New York City, 34% of the 61 advisors listed hold the CFP. - EA (5% of advisors listed): Enrolled agents are licensed by the IRS and focus on tax. - CPA (10% of advisors listed): CPAs bring broad tax and accounting depth. - CFP (34% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do New York City advisors for tax planning compare with the rest of the US? 34% of fee-only advisors for tax planning in New York City 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. ## 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 City? - 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 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 | | [Joe Forish](https://find.wellspent.co/advisors/joe-forish.md) | Fortrove Partners | New York, New York | CFP, CFA | Percentage of assets, Ongoing planning fee | | [Christopher Congema](https://find.wellspent.co/advisors/christopher-congema.md) | Landmark Wealth Management, LLC | New York, New York | CFP | 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 | | [J. Scott Kittrell](https://find.wellspent.co/advisors/j-scott-kittrell.md) | Modera Wealth Management, LLC | New York, New York | CFP, CFA, ACA, EA, DDS, MBA, CDFA, AAMS, BFA, Chartered SRI Counselor, CPWA, ChFC, CPA, CEPA, ChSNC, AIF, CPA/PFS, MSFS, CLU, RICP, BS | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Jennifer Kang](https://find.wellspent.co/advisors/jennifer-kang.md) | JWK Financial | New York, New York | CFP | Flat fee or retainer, Ongoing planning fee | | [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 | | [Matthew McKee](https://find.wellspent.co/advisors/matthew-mckee.md) | Target Rock Wealth Management | New York, New York | CFA, CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [David Rosenstrock](https://find.wellspent.co/advisors/david-rosenstrock.md) | Wharton Wealth Planning | New York, New York | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Kenneth Robinson](https://find.wellspent.co/advisors/kenneth-robinson.md) | Sax Wealth Advisors, LLC | New York, New York | CFP, JD, CPA, CFA, MBA, CeFT, RLP, MS | Percentage of assets, Hourly, Fixed fees | | [Maha Gannavaram](https://find.wellspent.co/advisors/maha-gannavaram.md) | Unique Financial Advisors | New York, New York | CFP, EA, MSFP | Ongoing planning fee | | [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 | | [Russell Kroeger](https://find.wellspent.co/advisors/russell-kroeger.md) | Upstart Wealth Management | New York, New York | CFP | Percentage of assets, Ongoing planning fee | | [Samuel McPherson](https://find.wellspent.co/advisors/samuel-mcpherson.md) | McPherson Financial Advisors | New York, New York | CFP | One-time planning fee, Percentage of assets, Hourly | | [Bryan Koslow](https://find.wellspent.co/advisors/bryan-koslow.md) | Clarus Group | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Chen Li](https://find.wellspent.co/advisors/chen-li.md) | GoalVest Advisory | New York, New York | CFA | 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 | | [Mariette Campbell](https://find.wellspent.co/advisors/mariette-campbell.md) | Osprey Private Wealth | New York, New York | CFP | Percentage of assets | | [Sevasti Balafas](https://find.wellspent.co/advisors/sevasti-balafas.md) | GoalVest Advisory | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [Erika Safran](https://find.wellspent.co/advisors/erika-safran.md) | Safran Wealth Advisors | New York, New York | CFP | Percentage of assets, Hourly, Fixed fees | | [Eustache Clerveaux](https://find.wellspent.co/advisors/eustache-clerveaux.md) | Fidare Wealth Solutions | New York, New York | CFP | Percentage of assets, Hourly, 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 | | [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 | | [John Roscoe](https://find.wellspent.co/advisors/john-roscoe.md) | Osprey Private Wealth | New York, New York | CFA | Percentage of assets | | [Thomas Watts](https://find.wellspent.co/advisors/thomas-watts.md) | Watts Capital | New York, New York | CFA | Percentage of assets, Performance-based fees | | [David Zale](https://find.wellspent.co/advisors/david-zale.md) | Eagle Bay Family Office | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [James Keenan](https://find.wellspent.co/advisors/james-keenan-872666.md) | Keenan Private Wealth Management | New York, New York | | Percentage of assets, Hourly | | [James Vitiello](https://find.wellspent.co/advisors/james-vitiello.md) | Fifth Avenue Wealth Advisors | New York, New York | | Percentage of assets | | [Michael Nelson](https://find.wellspent.co/advisors/michael-nelson.md) | Eagle Bay Family Office | New York, New York | CFA | Percentage of assets, Hourly, 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 | | [Garrett Edson](https://find.wellspent.co/advisors/garrett-edson.md) | Clarus Group | New York, New York | | Percentage of assets, Hourly, Fixed fees | | [John Youngman](https://find.wellspent.co/advisors/john-youngman.md) | Osprey Private Wealth | New York, New York | | Percentage of assets | | [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 | | [Robert Ruggirello](https://find.wellspent.co/advisors/robert-ruggirello.md) | Brave Eagle Wealth Management | New York, New York | CFA | Percentage of assets, Hourly, Fixed fees | | [Roger Chen](https://find.wellspent.co/advisors/roger-chen.md) | MYeCFO | New York, New York | CFA | 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 | | [Trevor Sarif-Killea](https://find.wellspent.co/advisors/trevor-sarif-killea.md) | Geometric Advisors | New York, New York | | Percentage of assets | | [Ty Buckelew](https://find.wellspent.co/advisors/ty-buckelew.md) | Watts Capital | New York, New York | | Percentage of assets, Performance-based fees | Showing the first 50 of 61. The full list, page by page: https://find.wellspent.co/specialties/tax-planning/new-york/new-york-city/?page=2 ## 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) - [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) - [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).