Skip to content

Wharton Wealth PlanningFinancial advisor in New York City, NY

Wharton Wealth Planning is a financial advisor at 3 Columbus Cir Fl 15, New York, NY 10019, ranked #27 of 168 wealth managers in New York City and rated 4.9 from 14 Google reviews. Open Monday and Tuesday and Thursday and Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

New York City, NYUpdated 0 paid placements in any rankingHow we rank

Call (646) 450-7021Website ↗

Key facts

Key facts about Wharton Wealth Planning
Address3 Columbus Cir Fl 15, New York, NY 10019, New York City, NYGet directions
Phone(646) 450-7021
Websitewhartonwealthplanning.com
HoursMonday and Tuesday: 8:30 AM – 5:30 PM; Thursday and Friday: 8:30 AM – 5:30 PM
Google rating4.9 from 14 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category

Service area

Serves New York City and 12 towns within 25 miles: Hell's Kitchen, Manhattan, Gramercy Park, Long Island City, East Village, Astoria, East Harlem, Sunnyside, Morningside Heights, Greenpoint, Harlem and Chinatown.

Based in New York City, NYView on map

Opening hours

Opening hours for Wharton Wealth Planning
DayHours
Monday8:30 AM – 5:30 PM
Tuesday8:30 AM – 5:30 PM
WednesdayClosed
Thursday8:30 AM – 5:30 PM
Friday8:30 AM – 5:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Wharton Wealth Planning

How is Wharton Wealth Planning ranked in New York City?

Wharton Wealth Planning is ranked #27 of 168 wealth managers in New York City by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Wharton Wealth Planning’s hours?

Wharton Wealth Planning is open Monday and Tuesday and Thursday and Friday. Its listed hours are Monday and Tuesday, 8:30 AM – 5:30 PM; Thursday and Friday, 8:30 AM – 5:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Wharton Wealth Planning serve?

Serves New York City and 12 towns within 25 miles: Hell's Kitchen, Manhattan, Gramercy Park, Long Island City, East Village, Astoria, East Harlem, Sunnyside, Morningside Heights, Greenpoint, Harlem and Chinatown. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Wharton Wealth Planning?

Wharton Wealth Planning has a rating of 4.9 from 14 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Wharton Wealth Planning?

Call Wharton Wealth Planning on (646) 450-7021. The business is at 3 Columbus Cir Fl 15, New York, NY 10019, New York City, NY. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Wharton Wealth Planning? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Wharton Wealth Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Wharton Wealth Planning (this business)—644.9 (14)NoNo
Beneficial Wealth#25644.9 (41)NoNo23.8 mi
Raffer Wealth Management#26645.0 (28)NoNo12.6 mi
Green Ridge Wealth Planning#28645.0 (36)NoNo22.1 mi

See all 168 ranked wealth managers in New York City