Wen Jie Lin-Ham
Brewster Financial Planning · Brooklyn, New York
Wen Jie Lin-Ham is a fee-only financial advisor at Brewster Financial Planning in Brooklyn, New York, who holds the CFP credential. Brewster Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Brewster Financial Planning |
|---|---|
| Based in | Brooklyn, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $239.7M across 632 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 7347884 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.brewsterfp.com |
How Wen Jie's firm compares
- Brewster Financial Planning's average account is about $379,000, from its Form ADV (assets managed divided by 632 accounts).
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Questions about Wen Jie
Is Wen Jie Lin-Ham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wen Jie holds no broker registration, and Brewster Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wen Jie charge for financial advice?
Wen Jie's firm, Brewster Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Wen Jie Lin-Ham based?
Wen Jie Lin-Ham is based in Brooklyn, New York.
What credentials does Wen Jie Lin-Ham hold?
Wen Jie Lin-Ham holds the CFP credential.
Is Wen Jie Lin-Ham registered with the SEC?
Yes. Wen Jie Lin-Ham is registered as an investment adviser representative in NY (CRD 7347884), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brewster Financial Planning manage?
Brewster Financial Planning reports $239.7M across 632 accounts in assets under management.
How do I contact Wen Jie Lin-Ham?
Through Wen Jie's website, www.brewsterfp.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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