Gabriel Kaplan is a CFP-designated registered investment advisor at Derastone, based in White Plains, NY, with 5 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Financial Planning & Coaching, Gen X, and 4 more. Their firm serves 18 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Habits manages investment portfolios for clients, charging a fee based on the value of your portfolio. The annual fee will not exceed 2.00% of the value of your portfolio. Fees can be charged daily, monthly, or quarterly. The firm may use a single percentage, a blended fee based on different portfolio value ranges, or a flat dollar amount. Fees are negotiable. For example, a $12,000,000 portfolio may be charged $85,062.50 annually.
Contact
Gabriel Kaplan
Location
White Plains, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gabriel manages an internet publishing company and owns a solo-CPA practice. These activities are not investment-related.
Employment History
Current Registrations
Derastone
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Hi! I’mGabriel Kaplan, CFP® / CPA and I started Wealth Habits because I believe that anyone who wants financial planning should have access to it. The financial world has changed in the last 10 years and many of the old paradigms have shifted. Education and living costs have increased while compensation have maintained stable. Members of Generations X, Y and Z who want to achieve financial independence are forced to start planning early.