Fee-Only Financial Planners in Brooklyn, NY

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Brooklyn, NY:

Ally Ayers

CFP®, EA, CEP, RLP®

Brooklyn FI

Brooklyn, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Brooklyn, NY, serving clients locally and across the country

Shane Mason

CPA/PFS, CFP®, CPWA®, ECA

Brooklyn FI

Brooklyn, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Brooklyn, NY, serving creative and tech professionals locally and across the country

Rahimul Taher

CFP®, Enrolled Agent (EA)

TAHER FINANCIAL PLANNING, TAHER TAX

Brooklyn, NY

Specialties: Comprehensive Financial Planning, Tax Preparation & Planning, Cash Flow Planning, Investment Management, College Education Planning

Fee-Only financial planner located in NYC, with a Tax, Accounting & Cash Flow Specialization.

Gabriel Motta

CFP®, MBA

Inclinevest

Brooklyn, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fiduciary & Fee-Only retirement planning & investment management.

I can work with clients anywhere!

Cristina Guglielmetti

CFP®

Future Perfect Planning

Brooklyn, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner located in Brooklyn, NY and serving clients nationwide

Zhi Li

CFP®

Twelve Two Capital

Brooklyn, NY

Specialties: Comprehensive Financial Planning, Tax Planning, Investment Management, Student Loan Repayment Strategies, Stock Option Compensation (ESPP, RSUs, ISOs, NSOs), Identifying Money Behaviors

We specialize in serving Single Parents, Young Families, and First-Generation Young Professionals

I can work with clients anywhere!

Michael Schupak

CFP®, EA

Astra Wealth Partners

New York, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Cash Flow Planning, Tax Planning,

Fee-Only financial planner located in Jersey City and NYC, serving clients locally and across the country.

Andrew Kleinberg

CFA®, CFP®

Grand Central Financial Planning

New York, NY

Specialties: Investment Advice, Comprehensive Financial Planning, Tax Planning, College Education Planning, Retirement Income Planning

Andrew Kleinberg specializes in transparent flat-fee pricing and hourly advice for those seeking professional, objective service by a fiduciary with no account minimums and no ongoing fees or obligations. Located in Midtown Manhattan.

Pamela Capalad

CFP®, AFC®

Brunch & Budget™

Brooklyn, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

What would you do tomorrow if you knew your money was handled today? Fee-Only Financial Planner, based in Brooklyn, works virtually with clients across the country.

Liz Sylvan

CFP®, CDFA®

Cultivating Wealth

Brooklyn, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Divorce Financial Analysis

Fee-Only financial planner located in Brooklyn, NY, serving clients locally and across the country

Jonathan Elks

Boerum Hill Financial Advisors, LLC

Brooklyn, NY

Tom Fredrickson

Garrett Investment Advisors, LLC

Brooklyn, NY

Stephanie Genkin

My Financial Planner, LLC

Brooklyn, NY

C. E. Scott Brewster

CFP®, MBA, EA

Brewster Financial Planning LLC

Brooklyn, NY

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

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