BREWSTER FINANCIAL PLANNING LLC

RIASEC RegisteredEst. 2013
Total AUM
$240M
Discretionary
$238M
99% of AUM
Avg account
$379K
Accounts
632
Employees
3
Advisory reps
3

Firm details

Headquarters
Brooklynn, New York
CRD number
125291
Registered since
February 27, 2013
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI98.01%
  • Individuals1.91%
  • Insurance Companies0.07%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Brewster Financial Planning LLC is an independent, SEC-registered registered investment adviser organized as an LLC and established in 2013. The firm serves both individual and family clients and select institutional relationships, positioning itself as a capital allocator that combines financial planning with discretionary portfolio management. Advisory services listed include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting third-party advisers. Compensation is flexible: percentage-of-AUM billing is offered alongside hourly and fixed-fee arrangements. Brewster does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, Public Funds/Mutual Funds 34%, Cash & Cash Equivalents 1%65%
  • Exchange Traded Equities65%
  • Public Funds/Mutual Funds34%
  • Cash & Cash Equivalents1%

Contacts

3 of 3
  • Edwin Adams

    Junior Financial PlannerCRD 7881214

  • Wen Jie Lin-Ham

    AssociateCRD 7347884

  • CHARLES BREWSTER

    PresidentCRD 4643367

Wealth teams

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Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

ETF holdings

1 of 22

Active vs passive

$174M in ETFs

Passive

99%

$172M

Active

1%

$2.3M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 ETF (IWB)BlackRockPassiveLarge Blend$42.8M119,98224.56%

Location

Primary office

Brooklynn, NY

KINGS

Location

Brooklynn, NY

Headquartered in Brooklynn, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
KINGS
Address
641 President St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth