Firm
Brooklyn Plans
Beacon, New York
Fee-only
Brooklyn Plans at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 3 employees and 85 individual clients, 4 of them high net worth.
- Its average account is about $95,000 (assets it manages divided by its 211 accounts).
- Its website says it's taking new clients.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Beacon, New York |
|---|---|
| Website | brooklynplans.org |
| [email protected] | |
| Phone | (917) 727-6497 |
Brooklyn Plans fees
Brooklyn Plans doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $20 million |
| Individual clients | 81 |
| High-net-worth clients | 4 |
| Accounts managed | 211 |
| Employees | 3 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | July 21, 2026 |
| SEC record | CRD 284104 |