Brooklyn Fi, LLC fees and pricing
Financial planner in Brooklyn, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 13, 2026, Brooklyn Fi, LLC charges a monthly fee of $500-$2,000 and an annual fee of $6,000-$24,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $500-$2,000/mo
“Comprehensive Financial Planning Comprehensive Financial Planning consists of an annual fee that is paid in advance, at the rate of $500 - $2,000 per month based on complexity and needs of the client.”
- Annual fee
- $6,000-$24,000/yr
“We have a minimum annual fee typically ranging from $6,000 to $24,000, based on client complexity.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Brooklyn Fi, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The intent of negotiable fees is to allow Brooklyn FI to provide services at a reduced cost (including pro bono) to those in financial duress.”
- “Advisor will notify the Client electronically 30 days in advance of any other fee increase.”
- “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
How Brooklyn Fi, LLC’s fees compare
- Its annual fee of $6,000-$24,000 spans the New York median of $6,250. 76% of the 80 other New York planners that publish an annual fee charge less.
- 2 of the 3 other planners in Brooklyn that publish an annual fee charge less.
About Brooklyn Fi, LLC
- Firm size: 10 employees.
- Founded: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $6,000 minimum fee (stated in brochure)
- Clients
- 373
- Employees
- 10
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $563,098,081
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 292115
- Phone
- (332) 296-1660
Can advise clients in 19 states: California, Colorado, Delaware, Florida, Georgia, Illinois, Louisiana, Massachusetts, Michigan, Minnesota, Montana, North Carolina, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Texas, Virginia
Other planners in Brooklyn that publish fees
- AffluenceBrooklyn$350-$550/mo
- Boerum Hill Financial Advisors LLCBrooklyn$175-$300/hr
- Bridge Capital ManagementBrooklyn$350-$500/hr, $1,000-$3,000
- Canny Capital Management, LLCBrooklyn$99/hr
- Civitas Management LLCBrooklyn$1,000-$10,000, $250-$2,500/mo
- Cobblestone Wealth AdvisorsBrooklyn$500/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.