Investment and Retirement Solutions
Wharton Wealth Planning is a Manhattan-based, fee-only fiduciary financial planning firm serving individuals and families throughout New York City. As a CFP and NAPFA member firm, we provide objective, conflict-free advice and are not compensated through commissions or product sales. We specialize in financial planning for high-income professionals, physicians, pre-retirees, and retirees, with a strong emphasis on retirement planning, investment management, and tax-aware strategies. Our approach integrates cash-flow planning, portfolio construction, tax optimization, and risk management to help clients make confident decisions. Located in Midtown Manhattan near Columbus Circle, our advisors hold advanced CFP® and MBA credentials.
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Min project size
$10,000+
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Hourly rate
$200 - $300 / hr
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Employees
2 - 9
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Locations
New York, NY
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Year founded
Founded 2006
2 Locations
- New York , NY
- Englewood Cliffs , NJ
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Our Story
Wharton Wealth Planning is a fee-only fiduciary financial advisor. Our philosophy is to put our clients' needs first by providing transparent, impartial financial planning and investment services. In an industry where many advisors sell products, how financial advisors are compensated can significantly influence the recommendations they make. We are not affiliated with any brokers, banks, or insurance companies and work solely for you under a clear, transparent fee structure.
Locations (2)
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