John Owens
Brooklyn FI · Brooklyn, New York
John Owens 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 DE, NY, PA · CRD 7041108 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.brooklynfi.com |
How John'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 John
Is John Owens a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?
John's firm, Brooklyn FI, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Owens based?
John Owens is based in Brooklyn, New York.
What credentials does John Owens hold?
John Owens holds the CFP credential.
Is John Owens registered with the SEC?
Yes. John Owens is registered as an investment adviser representative in DE, NY and PA (CRD 7041108), 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 John Owens?
Through John'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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