# Jacqueline Worstell

> Jacqueline Worstell is a fee-only financial advisor at Brooklyn FI in Brooklyn, New York, who holds the CFP credential. Brooklyn FI reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jacqueline-worstell/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Brooklyn FI
- **Based in:** Brooklyn, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $563.1M across 373 accounts
- **Credentials:** CFP
- **CRD:** 7670057 (https://adviserinfo.sec.gov/individual/summary/7670057)
- **SEC registration:** Investment adviser representative in CA, NY
- **Exams passed:** Series 65 (2023)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.brooklynfi.com/

## Frequently asked questions

### Is Jacqueline Worstell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jacqueline 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 Jacqueline charge for financial advice?

Jacqueline's firm, Brooklyn FI, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jacqueline Worstell based?

Jacqueline Worstell is based in Brooklyn, New York.

### What credentials does Jacqueline Worstell hold?

Jacqueline Worstell holds the CFP credential.

### Is Jacqueline Worstell registered with the SEC?

Yes. Jacqueline Worstell is registered as an investment adviser representative in CA and NY (CRD 7670057), 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 Jacqueline Worstell?

Through Jacqueline's website, www.brooklynfi.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7670057): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.