Financial Advisors
New York, NY
NerdWallet Wealth Partners is a fee-only financial advisory firm offering comprehensive wealth management, investment management, financial coaching, retirement planning, and tax planning strategies. Led by experienced advisors including CFPs and CFAs, they serve clients virtually and operate under a strict fiduciary standard, legally obligated to act in your best interest. Their tiered fee structure (0.9% down to 0.4% of AUM) is significantly lower than industry averages, making personalized wealth management accessible.
Ideal for: High-net-worth individuals seeking personalized wealth planning, investors prioritizing fiduciary standards over commissions, professionals planning for retirement and tax optimization
Service area: New York and nationwide (virtual)
Fee-Only Fiduciary Model: Legally required to act in your best interest with no commissions or product sales incentives. Charges 30% less on average than other wealth management firms.
Experienced Team of CFPs and CFAs: Advisors average 10+ years in wealth management with credentials including CFP, CFA, and CPA designations from top institutions.
Comprehensive Services Beyond Investing: Offers retirement planning, strategic tax planning, estate planning, budgeting, financial coaching, and accountability meetings—not just portfolio management.
Address: 123 William St Floor 21, New York, NY 10038
Website: nerdwalletwealthpartners.com
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