Treebeard Financial Planning LLC

Treebeard Financial Planning LLC (CRD# 172963) is a financial advisory firm headquartered in Brooklyn, NY. They manage $16,156,812 in 28 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Treebeard Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
Marlena Sonn
CRD#: 5593799
134 North 4th Street, Suite 2067, Brooklyn, NY 11249

Marlena Sonn (CRD# 5593799) is an Investment Advisor Representative working at Treebeard Financial Planning LLC in Brooklyn, NY and has over 6 years of experience in the finance industry. Marlena Sonn 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.

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