Crystal Kozlak
Brooklyn FI · San Bernardino, California
Crystal Kozlak is a fee-only financial advisor at Brooklyn FI in San Bernardino, California, 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 | San Bernardino, California |
| 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 CA, NY · CRD 7935048 |
| Exams passed | Series 65 (2024) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.brooklynfi.com |
How Crystal'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 Crystal
Is Crystal Kozlak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Crystal 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 Crystal charge for financial advice?
Crystal's firm, Brooklyn FI, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Crystal Kozlak based?
Crystal Kozlak is based in San Bernardino, California.
What credentials does Crystal Kozlak hold?
Crystal Kozlak holds the CFP credential.
Is Crystal Kozlak registered with the SEC?
Yes. Crystal Kozlak is registered as an investment adviser representative in CA and NY (CRD 7935048), 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 Crystal Kozlak?
Through Crystal'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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