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Advisor

Ryan Goldenhar

Brooklyn FI · San Diego, California

Ryan Goldenhar is a fee-only financial advisor at Brooklyn FI in San Diego, California, who holds the CFP and CFA credentials. Brooklyn FI reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFPCFA

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Facts

FirmBrooklyn FI
Based in San Diego, California
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$563.1M across 373 accounts
CredentialsCFP · CFA
SEC registration Investment adviser representative in CA, TX · CRD 4013614
Exams passedSeries 63 (2004) · Series 66 (1999)
Firm size10 employees
Disclosures None reported
Websitewww.brooklynfi.com

How Ryan'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 California

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Questions about Ryan

Is Ryan Goldenhar a fee-only financial advisor?

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

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

Where is Ryan Goldenhar based?

Ryan Goldenhar is based in San Diego, California.

What credentials does Ryan Goldenhar hold?

Ryan Goldenhar holds the CFP and CFA credentials.

Is Ryan Goldenhar registered with the SEC?

Yes. Ryan Goldenhar is registered as an investment adviser representative in CA and TX (CRD 4013614), 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 Ryan Goldenhar?

Through Ryan'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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