Brewster Financial Planning LLC
Brewster Financial Planning LLC (CRD# 125291) is a financial advisory firm headquartered in Brooklyn, NY. They manage $86,491,852 in 454 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management86MILLION
Total Number of Accounts454ACCOUNTS
Average Account Value$190,511
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Charles Brewster (CRD# 4643367) is an Investment Advisor Representative working at Brewster Financial Planning LLC in Brooklyn, NY and has 1 year of experience in the finance industry. Charles Brewster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.