Fee-OnlyFinder

Financial planning in Brooklyn, NY

16 advisers in Brooklyn offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 16

Boerum Hill Financial Advisors LLC236 Livingston St, Suite 15g · Brooklyn, NY 11201 · (516) 695-1610 · Financial planningCRD 288987 · % of assets, Hourly charges, Fixed fees · $46.4 million AUMSEC registeredNo commissions reportedBrewster Financial Planning LLC641 President Street, Suite 106 · Brooklyn, NY 11215 · (646) 249-9880 · Financial planningCRD 125291 · % of assets, Hourly charges, Fixed fees · $239.7 million AUMSEC registeredNo commissions reportedBrooklyn Fi, LLC33 Nassau Ave · Brooklyn, NY 11222 · (332) 296-1660 · Financial planningCRD 292115 · % of assets, Hourly charges, Fixed fees · $563.1 million AUMSEC registeredNo commissions reportedCsd Financial LLC65 South 11th St., Suite 15 · Brooklyn, NY 11249 · (718) 858-2233 · Financial planningCRD 310948 · % of assets, Hourly charges, Fixed fees · $28.8 million AUMState registeredNo commissions reportedEquinum, LLC3611 14th Avenue, Suite 221 · Brooklyn, NY 11218 · (718) 480-5600 · Financial planningCRD 304350 · % of assets · $566.0 million AUMSEC registeredNo commissions reportedEssex Advisory130 Dumont Av, Unit 1 · Brooklyn, NY 11212 · (201) 850-3364 · Financial planningCRD 312140 · % of assets, Hourly charges, Fixed fees · $9.3 million AUMState registeredNo commissions reportedFortune Advisory Services1219 E 89th St · Brooklyn, NY 11236 · (347) 206-3010 · Financial planningCRD 289517 · % of assets · $3.3 million AUMState registeredNo commissions reportedHorizon Harvest Financial Planning540 President St, 3a · Brooklyn, NY 11215 · (718) 770-7292 · Financial planningCRD 269969 · Hourly charges, Fixed feesState registeredNo commissions reportedKensington Wealth Management, LLC4910 13th Avenue · Brooklyn, NY 11219 · (718) 436-2111 · Financial planningCRD 334191 · % of assets, Hourly charges, Fixed fees · $4.5 million AUMState registeredNo commissions reportedMaridea Wealth Management25 Kent Avenue, Suite 401 · Brooklyn, NY 11249 · (347) 289-5227 · Financial planningCRD 325523 · % of assets, Hourly charges, Fixed fees · $958.7 million AUMSEC registeredNo commissions reported
Oak & Reed Capital Management, LLC122 Ashland Place, Apt 16j · Brooklyn, NY 11201 · (646) 926-2573 · Financial planningCRD 158867 · % of assets, Hourly charges, Fixed fees · $19.0 million AUMState registeredNo commissions reportedSchonfeld Wealth Management, LLC1063 63rd Street, 9th Floor, Suite 9400 · Brooklyn, NY 11219 · (718) 963-9700 · Financial planningCRD 342323 · % of assets, Hourly charges · $132.9 million AUMSEC registeredNo commissions reportedTaher Financial Planning147 Prince St · Brooklyn, NY 11201 · (646) 883-2505 · Financial planningCRD 288081 · % of assets, Hourly charges, Fixed fees · $162,432 AUMState registeredNo commissions reportedThinking Big Financial355 Court Street, 2nd Floor · Brooklyn, NY 11231 · (973) 224-1145 · Financial planningCRD 287476 · Fixed fees, Other · $93.0 million AUMSEC registeredNo commissions reportedWalnut Investment Services LLC1018 8th Avenue · Brooklyn, NY 11215 · (718) 788-1972 · Financial planningCRD 113666 · % of assets, Hourly charges · $94.0 million AUMSEC registeredNo commissions reportedYearwood Young Advisors195 Montague Street, 14th Floor · Brooklyn, NY 11201 · (347) 338-0278 · Financial planningCRD 307719 · % of assets, Hourly charges, Fixed fees · $87.1 million AUMSEC registeredNo commissions reported