Brewster Financial Planning LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Brooklyn, NY. Its latest Form ADV filing, dated March 2, 2026, reports $240M in regulatory assets under management, 3 employees, and 632 accounts.
Assets Under Management
$240M
Employees
3
Offices
--
Total Clients
119
Primary office
BROOKLYN, NY
641 PRESIDENT STREET, SUITE 106, BROOKLYN, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 88.2% of total clients.
Top client categories% of clientsClients
1
HNWI
88.2%
105
2
Individuals
10.9%
13
3
Insurance Cos.
0.8%
1
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$240Mas of March 2, 2026
Discretionary99.3%
$238M
99% of total RAUM99.3%
Non-discretionary0.7%
$2M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$240M
Total Accounts632
10Y AUM Change+$153M (+177.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee40:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.