Anna Bhai
Brooklyn FI · Denver, Colorado
Anna Bhai is a fee-only financial advisor at Brooklyn FI in Denver, Colorado, who holds the CFP credential. Brooklyn FI reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Brooklyn FI |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $563.1M across 373 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 7086870 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.brooklynfi.com |
How Anna's firm compares
- Brooklyn FI's average account is about $1.5 million, from its Form ADV (assets managed divided by 373 accounts).
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Questions about Anna
Is Anna Bhai a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anna holds no broker registration, and Brooklyn FI reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anna charge for financial advice?
Anna's firm, Brooklyn FI, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Anna Bhai based?
Anna Bhai is based in Denver, Colorado.
What credentials does Anna Bhai hold?
Anna Bhai holds the CFP credential.
Is Anna Bhai registered with the SEC?
Yes. Anna Bhai is registered as an investment adviser representative in CO (CRD 7086870), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brooklyn FI manage?
Brooklyn FI reports $563.1M across 373 accounts in assets under management.
How do I contact Anna Bhai?
Through Anna's website, www.brooklynfi.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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