Jacqueline Worstell
Brooklyn FI · Brooklyn, New York
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.
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Facts
| Firm | Brooklyn FI |
|---|---|
| Based in | Brooklyn, New York |
| 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 7670057 |
| Exams passed | Series 65 (2023) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.brooklynfi.com |
How Jacqueline'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 Jacqueline
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.
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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