Taher Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
147 Prince St
Brooklyn NY 11201
Advisors at this office
1
Most active in
New York
Also doing business as
Taher Financial Planning · Taher Financial Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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