Brewster Smith
The Financial Planning Company · Royal Oak, Michigan
Brewster Smith is a fee-only financial advisor at The Financial Planning Company in Royal Oak, Michigan, who holds the CFP credential. Brewster focuses on retirement planning and estate & legacy planning. The Financial Planning Company reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | The Financial Planning Company |
|---|---|
| Based in | Royal Oak, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $11.8M across 31 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 5684742 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | thefinancialplanningcompany.com |
| Profile |
How Brewster's firm compares
- The Financial Planning Company's average account is about $381,000, from its Form ADV (assets managed divided by 31 accounts).
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Questions about Brewster
Is Brewster Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brewster holds no broker registration, and The Financial Planning Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brewster charge for financial advice?
Brewster's firm, The Financial Planning Company, reports charging a percentage of assets on its SEC Form ADV.
Where is Brewster Smith based?
Brewster Smith is based in Royal Oak, Michigan.
What does Brewster specialize in?
Brewster's specialties include retirement planning and estate & legacy planning.
What credentials does Brewster Smith hold?
Brewster Smith holds the CFP credential.
Is Brewster Smith registered with the SEC?
Yes. Brewster Smith is registered as an investment adviser representative in MI (CRD 5684742), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Financial Planning Company manage?
The Financial Planning Company reports $11.8M across 31 accounts in assets under management.
How do I contact Brewster Smith?
Through Brewster's website, thefinancialplanningcompany.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
- The Financial Planning Company website : specialties, clients served, and fees, checked October 30, 2026
- 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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