SEC Form ADV

BREWSTER FINANCIAL PLANNING LLC

Firm profile: Brewster Financial Planning — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNY

$239.7M

Assets Under Management

632

Total Clients

Employees

Get LP Contact Details

Registration Details

Accession: CRD-125291
Location: BROOKLYN, NY
Filing Date: March 2, 2026
AUM: $239.7M
Total Clients: 632
Institutional Clients: 1
Employees: 3
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsInsurance Companies

About this Adviser

BREWSTER FINANCIAL PLANNING LLC is a registered investment adviser headquartered in BROOKLYN, NY, managing approximately $239.7M in assets across 632 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

← All Form ADV Filings