Financial advisors for tax planning in New York City, New York
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.
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 Holds the EA, CPA and CFP. Fees on file: percentage of assets, flat fee or retainer.
- Jose Vivero United Financial Planning Group, LLC, New York Holds the EA, CPA and CFP. Fees on file: percentage of assets, hourly.
- Maha Gannavaram Unique Financial Advisors, New York Holds the EA and CFP. Fees on file: ongoing planning fee.
- Courtney McKenna Altfest Personal Wealth Management, New York Holds the CPA and CFP. Fees on file: ongoing planning fee.
- Kenneth Robinson Sax Wealth Advisors, LLC, New York Holds the CPA and CFP. Fees on file: percentage of assets, hourly.
- 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.
- EA5% in New York City
- Enrolled agents are licensed by the IRS and focus on tax.
- CPA10% in New York City
- CPAs bring broad tax and accounting depth.
- CFP34% in New York City
- 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.
Dark bars are New York City. 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 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.
All 61 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| Joe Forish | Fortrove Partners | New York | CFP, CFA | Percentage of assets, 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 |
| 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 |
| Jose Vivero | United Financial Planning Group, LLC | New York | CFP, ChFC, CLU, RICP | Percentage of assets, Hourly |
| Matthew McKee | Target Rock Wealth Management | New York | CFA, CFP, MBA | 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 |
| Maha Gannavaram | Unique Financial Advisors | New York | CFP, EA, MSFP | Ongoing planning fee |
| Joseph Rodriguez | Matriarch Wealth Management | New York | CFP | Percentage of assets, Hourly |
| Michael Powsner | Upstart Wealth Management | New York | CFP, PFS | Percentage of assets, Ongoing planning fee |
| Russell Kroeger | Upstart Wealth Management | New York | CFP | Percentage of assets, Ongoing planning fee |
| Samuel McPherson | McPherson Financial Advisors | New York | CFP | One-time planning fee, Percentage of assets |
| Bryan Koslow | Clarus Group | New York | CFP | Percentage of assets, Hourly |
| Chen Li | GoalVest Advisory | New York | CFA | Percentage of assets, Hourly |
| ignition tax ignition tax | ignition tax | new york | CPA | Flat fee or retainer |
| Mariette Campbell | Osprey Private Wealth | New York | CFP | Percentage of assets |
| Sevasti Balafas | GoalVest Advisory | New York | CFA | Percentage of assets, Hourly |
| Erika Safran | Safran Wealth Advisors | New York | CFP | Percentage of assets, Hourly |
| Eustache Clerveaux | Fidare Wealth Solutions | New York | CFP | Percentage of assets, Hourly |
| 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 |
| Ashwini Patil | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| Braden DeForge | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| Clayton Gardner Award-winning modern wealth management firm for high earning professionals. | Titan | New York | Not listed | Percentage of assets, Subscription |
| Harry Martin | GoalVest Advisory | New York | Not listed | Percentage of assets, Hourly |
| John Roscoe | Osprey Private Wealth | New York | CFA | Percentage of assets |
| Thomas Watts | Watts Capital | New York | CFA | Percentage of assets, Performance-based fees |
| David Zale | Eagle Bay Family Office | New York | CFA | Percentage of assets, Hourly |
| James Keenan | Keenan Private Wealth Management | New York | Not listed | Percentage of assets, Hourly |
| James Vitiello | Fifth Avenue Wealth Advisors | New York | Not listed | Percentage of assets |
| Michael Nelson | Eagle Bay Family Office | New York | CFA | Percentage of assets, Hourly |
| Sean Kearney | Amvoy Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Thomas Cefalu | Downtown Wealth Studios | New York | Not listed | Percentage of assets, Fixed fees |
| Brandon Sullivan | Spring Street Wealth | New York | Not listed | Percentage of assets, Fixed fees |
| Franklin Waung | Watts Capital | New York | Not listed | Percentage of assets, Performance-based fees |
| Frederick Hinkley | Manchester Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Garrett Edson | Clarus Group | New York | Not listed | Percentage of assets, Hourly |
| John Youngman | Osprey Private Wealth | New York | Not listed | Percentage of assets |
| 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 |
| Robert Ruggirello | Brave Eagle Wealth Management | New York | CFA | Percentage of assets, Hourly |
| Roger Chen | MYeCFO | New York | CFA | Percentage of assets, Hourly |
| Sandra Turner | Watts Capital | New York | Not listed | Percentage of assets, Performance-based fees |
| Susan Sofronas | Manchester Capital Management | New York | Not listed | Percentage of assets, Fixed fees |
| Trevor Sarif-Killea | Geometric Advisors | New York | Not listed | Percentage of assets |
| Ty Buckelew | Watts Capital | New York | Not listed | Percentage of assets, Performance-based fees |
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