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Ally Jane Ayers

Brooklyn FI, LLC · Brooklyn, New York

Ally Jane Ayers is a fee-only financial advisor at Brooklyn FI, LLC in Brooklyn, New York, who holds the CFP and EA credentials.

Fee-only
$563M
Firm assets managed
$2M
Firm's average account

What Ally Jane focuses on

Who Ally Jane works with

  • Tech employees
  • Early-career professionals
  • Multi-generational families
  • Executives
  • High earners

How does Ally Jane's firm compare?

  • Brooklyn FI, LLC's average account is about $1.5 million, from its Form ADV (assets managed divided by 373 accounts).

What fee-only advisors charge in New York

Questions about Ally Jane

Is Ally Jane Ayers a fee-only financial advisor?

Yes. Ally Jane Ayers is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ally Jane's firm.

How does Ally Jane Ayers charge for financial advice?

Ally Jane Ayers charges a percentage of assets and an ongoing planning fee.

Where is Ally Jane Ayers based?

Ally Jane Ayers is based in Brooklyn, New York.

What does Ally Jane Ayers specialize in?

Ally Jane Ayers's specialties include equity compensation, tax planning, estate & legacy planning, retirement planning, family wealth transfer and small business owners. Ally Jane works with tech employees, early-career professionals, multi-generational families, executives and high earners.

What credentials does Ally Jane Ayers hold?

Ally Jane Ayers holds the CFP and EA credentials.

Is Ally Jane Ayers registered with the SEC?

Yes. Ally Jane Ayers is registered as an investment adviser representative in NY (CRD 7192030), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

How much does Brooklyn FI, LLC manage?

Brooklyn FI, LLC reports $563.1M across 373 accounts in assets under management.

How do I contact Ally Jane Ayers?

Through Ally Jane Ayers's website, brooklynfi.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

The full record

FirmBrooklyn FI, LLC
Based in Brooklyn, New York
Fee modelPercentage of assets · Ongoing planning fee
Accepting new clientsYes
Assets under management$563.1M across 373 accounts
CredentialsCFP · EA
SEC registration Investment adviser representative in NY · CRD 7192030
Firm size10 employees
Disclosures None reported
Websitebrooklynfi.com
LinkedInProfile

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