W Wellspent Public advisor graph
Wellspent public graph/Advisors/Jeffrey Dingle
Advisor

Jeffrey Dingle

Brooklyn FI · Brooklyn, New York

Jeffrey Dingle is a fee-only financial advisor at Brooklyn FI in Brooklyn, New York. Brooklyn FI reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

Request an introduction to Jeffrey →

Facts

FirmBrooklyn 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
SEC registration Investment adviser representative in GA · CRD 8232020
Exams passedSeries 65 (2026)
Firm size10 employees
Disclosures None reported
Websitewww.brooklynfi.com

How Jeffrey's firm compares

  • Brooklyn FI's average account is about $1.5 million, from its Form ADV (assets managed divided by 373 accounts).

What fee-only advisors charge in New York

Request an introduction to Jeffrey

Tell Jeffrey a little about what you're looking for. Jeffrey isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about Jeffrey

Is Jeffrey Dingle a fee-only financial advisor?

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

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

Where is Jeffrey Dingle based?

Jeffrey Dingle is based in Brooklyn, New York.

Is Jeffrey Dingle registered with the SEC?

Yes. Jeffrey Dingle is registered as an investment adviser representative in GA (CRD 8232020), 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 Jeffrey Dingle?

Through Jeffrey'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.

See something wrong? Request a correction. Read our methodology.