Brewster Financial Planning LLC
Firm details
- Headquarters
- Brooklynn, New York
- CRD number
- 125291
- Registered since
- February 27, 2013
- Website
- www.brewsterfp.com
- 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
FINTRXOverview
Brewster Financial Planning LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2013 and owned by an individual. The firm serves both individual/family and institutional clients and acts as a capital allocator, engaging third‑party managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements are flexible and include percentage of AUM, hourly billing, and fixed fees. Brewster does not position itself as an ESG investor and is not listed as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$192M in ETFs
99%
$190M
1%
$2.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $48.7M | 119,018 | 25.34% |
Location
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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