My Financial Planner, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
180
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
180
Very HighAverage account size
$0
About
My Financial Planner provides fee-only financial planning, investment advising, and money coaching to individuals, couples, families, trusts, and estates. Services range from comprehensive written financial plans to hourly engagements and targeted offerings such as money-coaching sessions, a two-hour Jump$tart program for young professionals with debt, divorce financial analysis, and financial therapy.
The firm operates as an advice-only practice and does not provide discretionary portfolio management, custody, or execute trades for clients; implementation of investment recommendations is the client’s responsibility (implementation help is available on an hourly basis). Recommendations prioritize cost and tax efficiency—favoring low-cost index funds and ETFs, asset-location strategies, and tax-aware portfolio choices—while acknowledging market and other investment risks.
Distinctive features include regular educational programming and public workshops, plus periodic teaching and presentation roles at universities and community organizations that complement client work. The principal’s cross-disciplinary credentials in financial planning, financial therapy, transition planning, and divorce financial analysis, together with an explicit avoidance of percentage-of-AUM compensation, differentiate the firm from many independent peers.
Client services
Financial planning
Educational seminars or workshops
Divorce planning, financial coaching and financial therapy
Divorce planning, financial coaching and financial therapy
Expertise
Cash flow / budgeting
Debt management
General tax planning
Demographic focus
Young Professionals
Approaching retirement
Mid-Career Professionals
Fee options
Comprehensive financial plan fixed fee ranging from $3,500 to $8,000, negotiable.
General hourly rate $300/hour; Divorce financial analysis $350/hour; After initial Money coaching or Financial Therapy sessions, billed at $300/hour.
Fee-only: Comprehensive financial plan fixed fee typically ranges from $3,500 to $8,000; Hourly planning engagements at $300/hour (general), $350/hour for divorce financial analysis; Initial two-hour First Time Review $675 (individual) or two-and-a-half-hour $975 (couple); Jump$tart program two-hour engagement $575; Money coaching and financial therapy billed hourly after initial session at $300/hour.
Main office location
My Financial Planner, LLC
Brooklyn NY, United States
Number of offices
2
Most active in
My Financial Planner, LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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