LP Profile

Brewster Financial Planning

Also known as brewster financial planning

Wealth ManagerBrooklyn, United StatesFounded 2001
$240M
Assets Under Management
Brooklyn
Headquarters
Investment Focus

About Brewster Financial Planning

Brewster Financial Planning LLC is a fee-only financial planning firm based in Brooklyn, New York, founded in 2001 and managing roughly $240 million. It offers investment management, retirement planning and financial planning to clients who are building assets or seeking to enjoy, protect and pass on assets they already have. The firm states that it aims to remove conflicts of interest common in financial services. As a fee-only firm, it receives no commissions, hidden fees or referral fees, and is compensated only by clients directly. It works as a fiduciary. Its site provides a fee schedule, financial calculators, web resources, a client update page and an account lookup.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Brewster Financial Planning from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$239.7M
Total Clients
632
Filing Date
March 2, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Brewster Financial Planning?

Brewster Financial Planning is a wealth manager based in Brooklyn, United States, managing approximately $240M in assets.

Where is Brewster Financial Planning headquartered?

Brewster Financial Planning is headquartered in Brooklyn, United States.

How much does Brewster Financial Planning manage?

Brewster Financial Planning manages approximately $240M in assets under management.

When was Brewster Financial Planning founded?

Brewster Financial Planning was founded in 2001.

How can I contact Brewster Financial Planning?

Verified contact details, key decision-makers, and investment preferences for Brewster Financial Planning are available on LPbacked. Create a free account to access them.