Brooklyn FI

Brooklyn FI at a glance

• One of 480 fee-only firms based in New York in the Wellspent graph.
• 16 advisors are listed here; 11 of 16 hold the CFP.
• Its Form ADV reports 10 employees and 373 individual clients, 71 of them high net worth.
• Its average account is about $1.5 million (assets it manages divided by its 373 accounts).
• Its website says it's taking new clients.

Fee-only advisors in New York · What fee-only advisors charge in New York

Facts

Brooklyn FI fees

Brooklyn FI doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (16)

• Anna Bhai

  CFP

• Caitlin Fastiggi

  CFP

• Crystal Kozlak

  CFP

• Eduard Zolotarev

  CFP

• Erika Moromisato

• Gage Legare

  CFP

• Jacqueline Lewis

  CFP

• Jacqueline Worstell

  CFP

• Janae' Bridges

• Jeffrey Dingle

• John Owens

  CFP

• Kody Sherlund

  CFP

• Melanie Taylor

• Ryan Goldenhar

  CFP · CFA

• Shane Mason

  CFP · CPA/PFS · CPWA

• Stuart Connelly