Brooklyn Plans LLC

Overview

Brooklyn Plans LLC operates as a small, independent registered investment adviser focused on planning and portfolio management for individuals and small businesses. The firm leans heavily toward traditional public investments, using mutual funds as the principal vehicle for client portfolios while maintaining discretion over client accounts. Its service model supports multiple fee arrangements — percentage of assets under management, hourly engagements, and fixed fees — giving flexibility for both ongoing advisory relationships and project-based financial planning. The firm does not position itself as an active ESG investor. Advisory activity centers on financial planning and discretionary portfolio management for individual and family clients. Brooklyn Plans LLC relies on third-party managers for exposure to alternative strategies rather than operating internal alternative investment platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices