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Northbrook Financial

Financial planning in Baltimore, MD

SEC registeredNo commissions reported

Call (410) 941-9709Send a messageMap ↗

Public-record details

Address
1340 Smith Ave Ste 200, Baltimore, MD 21209
Phone
(410) 941-9709
Listed under
Financial planning, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name
Northbrook Financial Planning LLC
CRD number
309060
Registration
SEC registered since 2026-06-26
Compensation (Form ADV 5.E)
Percentage of assets under management; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management
$108.8 million
Accounts managed
474
Clients reported (Form ADV 5.D)
127
Individual / high-net-worth clients
103 / 24
Employees
8
Other business activities (Form ADV 6.A)
Also active as: accountant or accounting firm
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-08-17

SEC registered investment adviser, CRD 309060, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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