Kristen Euretig
Brooklyn Plans · Beacon, New York
Kristen Euretig is a fee-only financial advisor at Brooklyn Plans in Beacon, New York, who holds the CFP credential. Kristen charges an ongoing planning fee and focuses on retirement planning.
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Specialties
Facts
| Firm | Brooklyn Plans |
|---|---|
| Based in | Beacon, New York |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $20.0M across 211 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, PA, TX · CRD 6654165 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.brooklynplans.org |
| Profile |
How Kristen's firm compares
- Brooklyn Plans's average account is about $95,000, from its Form ADV (assets managed divided by 211 accounts).
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Questions about Kristen
Is Kristen Euretig a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kristen holds no broker registration, and Brooklyn Plans reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kristen charge for financial advice?
Kristen charges an ongoing planning fee.
Where is Kristen Euretig based?
Kristen Euretig is based in Beacon, New York.
What does Kristen specialize in?
Kristen's specialties include retirement planning.
What credentials does Kristen Euretig hold?
Kristen Euretig holds the CFP credential.
Is Kristen Euretig registered with the SEC?
Yes. Kristen Euretig is registered as an investment adviser representative in NY, PA and TX (CRD 6654165), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brooklyn Plans manage?
Brooklyn Plans reports $20.0M across 211 accounts in assets under management.
How do I contact Kristen Euretig?
Through Kristen's website, www.brooklynplans.org.
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
- Brooklyn Plans website : specialties, clients served, and fees, checked October 30, 2026
- 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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