Taher Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$162,432
Clients
9
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
9
Very LowAverage account size
$18,048
About
Taher Financial Planning serves individual retail clients with discretionary portfolio management, comprehensive financial planning, and implementation services. The firm also recommends and monitors third‑party outside managers and uses the Betterment for Advisors platform for custody and trade execution, operating at a modest asset scale and serving a small number of clients.
Its investment process blends passive index-based allocations with active manager selection and relies on both fundamental and cyclical analysis to establish client‑specific asset allocation targets and ongoing supervision. For planning clients the firm offers a subscription-style comprehensive planning service that provides continuous access, periodic monitoring, and written or electronic plan deliverables.
A notable feature of the firm is the principal’s combination of CFP® credentialing and a concurrent tax practice (allocated time disclosed in the brochure), which the firm integrates into tax‑sensitive planning and advice. The firm also discloses its reliance on Betterment for Advisors/Betterment Securities and receipt of platform support benefits, a relationship the brochure notes may present a potential conflict when recommending custody and related services.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Self-Employed
Fee options
Financial Planning fixed fee between $100 and $2,000
$0 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 0.95% $5,000,000+: 0.90%
Financial Planning hourly rate between $100 and $300 per hour
Comprehensive Financial Planning ongoing monthly fee between $50 and $300 per month
Minimum fee: Upfront charge between $500 and $2,000 for Comprehensive Financial Planning Fee-only: Financial Planning fixed fees range from $100 to $2,000; Hourly fees range from $100 to $300 per hour
Main office location
Taher Financial Planning
147 Prince St
Brooklyn NY 11201, United States
Number of offices
1
Most active in
Taher Financial Planning 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
Quick links
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