Wealth Habits

$84.3MAssets under management
as of Mar 2026 · SEC Form ADV

Wealth Habits is a fee-only, fiduciary financial planning firm dedicated to empowering individuals and families to achieve their financial goals. We believe that everyone deserves access to clear, objective advice and personalized strategies, regardless of their current financial situation. A 100% virtual practice serving households across the U.S. Fee-only, with a CFP® and CPA under one roof. The firm was founded by Gabriel Kaplan, CFP® CPA.

White PlainsFounded 2012

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Tech stack

The tools 1 person at Wealth Habits use or have reviewed on Advicer, by category. Tools marked “spotted on their website” are linked from or built into Wealth Habits's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.