Brewster Financial Planning LLC

RIASEC RegisteredEst. 2013
Total AUM
$240M
Discretionary
$238M
99% of AUM
Avg account
$379K
Accounts
632
Employees
3
Advisory reps
3

Firm details

Headquarters
Brooklynn, New York
CRD number
125291
Registered since
February 27, 2013
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI98.01%
  • Individuals1.91%
  • Insurance Companies0.07%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Brewster Financial Planning LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2013 and owned by an individual. The firm serves both individual/family and institutional clients and acts as a capital allocator, engaging third‑party managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements are flexible and include percentage of AUM, hourly billing, and fixed fees. Brewster does not position itself as an ESG investor and is not listed as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, Public Funds/Mutual Funds 34%, Cash & Cash Equivalents 1%65%
  • Exchange Traded Equities65%
  • Public Funds/Mutual Funds34%
  • Cash & Cash Equivalents1%

Contacts

3 of 3
  • Edwin Adams

    Edwin Adams

    Junior Financial PlannerCRD 7881214

  • Wen Jie Lin-Ham

    AssociateCRD 7347884

  • Charles Brewster

    PresidentCRD 4643367

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 26

Active vs passive

$192M in ETFs

Passive

99%

$190M

Active

1%

$2.5M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 ETF (IWB)BlackRockPassiveLarge Blend$48.7M119,01825.34%

Location

Primary office

Brooklynn, NY

Kings

Location

Brooklynn, NY

Headquartered in Brooklynn, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Kings
Address
641 President St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth