Gage Legare
Brooklyn FI · Glasgow, Montana
Gage Legare is a fee-only financial advisor at Brooklyn FI in Glasgow, Montana, 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 | Glasgow, Montana |
| 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 MT, NY · CRD 6928529 |
| Exams passed | Series 65 (2020) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.brooklynfi.com |
How Gage'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 Gage
Is Gage Legare a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gage 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 Gage charge for financial advice?
Gage's firm, Brooklyn FI, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gage Legare based?
Gage Legare is based in Glasgow, Montana.
What credentials does Gage Legare hold?
Gage Legare holds the CFP credential.
Is Gage Legare registered with the SEC?
Yes. Gage Legare is registered as an investment adviser representative in MT and NY (CRD 6928529), 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 Gage Legare?
Through Gage'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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