BREWSTER FINANCIAL PLANNING LLC
Firm details
- Headquarters
- Brooklynn, New York
- CRD number
- 125291
- Registered since
- February 27, 2013
- Website
- www.brewsterfp.com
- 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
FINTRXOverview
Brewster Financial Planning LLC is an independent, SEC-registered registered investment adviser organized as an LLC and established in 2013. The firm serves both individual and family clients and select institutional relationships, positioning itself as a capital allocator that combines financial planning with discretionary portfolio management. Advisory services listed include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting third-party advisers. Compensation is flexible: percentage-of-AUM billing is offered alongside hourly and fixed-fee arrangements. Brewster does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents1%
Contacts
3 of 3Edwin Adams
Junior Financial PlannerCRD 7881214
Wen Jie Lin-Ham
AssociateCRD 7347884
CHARLES BREWSTER
PresidentCRD 4643367
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$174M in ETFs
99%
$172M
1%
$2.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $42.8M | 119,982 | 24.56% |
Location
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
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