Wharton Wealth Planning
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Overview
$10,000+
Min Project Size
150+
Avg Hourly Rate
2 - 9
Employees
2006
Year Founded
ABOUT WHARTON WEALTH PLANNING
Investment and Retirement Solutions
Wharton Wealth Planning is a fee-only fiduciary financial planning firm located in Manhattan, catering to individuals and families across New York City. As a member of CFP and NAPFA, we offer unbiased advice free from conflicts of interest, and we do not earn commissions or sales from products. We focus on financial planning for high-income professionals, doctors, pre-retirees, and retirees, placing particular importance on retirement planning, investment management, and tax-efficient strategies. Our method combines cash-flow planning, portfolio development, tax optimization, and risk management to empower clients in their decision-making. Our office is situated in Midtown Manhattan close to Columbus Circle, and our advisors possess advanced CFP® and MBA qualifications.
LANGUAGES SPOKEN
English
HIGHLIGHTS
$10,000+
Min Project Size
150+
Avg Hourly Rate
2 - 9
Employees
2006
Year Founded
Services
Focus
Industries
Clients
Services Provided
50% Financial Planning
30% Wealth Management
20% Tax Planning
About the Team
OUR STORY
Our Narrative Wharton Wealth Planning operates as a fee-only fiduciary financial advisor. We prioritize our clients' needs by delivering clear and unbiased financial planning and investment services. In a sector where many advisors promote products, the way financial advisors earn their income can greatly affect the advice they provide. We maintain independence from brokers, banks, and insurance firms, focusing exclusively on your interests through a straightforward and transparent fee model.
Projects & Clients
Project Size & Rate
Minimum Project Size
$10,000+
Average Hourly Rate
150+
