Brooklyn Plans LLC fees and pricing

Financial planner in Beacon, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 21, 2026, Brooklyn Plans LLC charges $300 an hour and a monthly fee of $320⁠-⁠$500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“Any additional work that goes above and beyond the scope of the arrangement, will be billed at a rate of $300 per hour.”
Monthly fee
$320⁠-⁠$500/mo
“The cost of this service will be $320-$500 monthly.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Brooklyn Plans LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Upon termination or non-performance, the amount of any fees paid in advance but unearned will be calculated on a prorated basis and returned.”
  • “An account may be terminated with written notice at least 30 calendar days in advance.”
  • “For clients who pay in advance, accounts terminated during a calendar quarter will be refunded a prorated fee based on the amount of time remaining in the billing period.”

How Brooklyn Plans LLC’s fees compare

  • Its hourly rate of $300 matches the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.

About Brooklyn Plans LLC

  • Principal: Kristen Euretig
  • Firm size: 3 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2016 (10 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
3% a year
Clients
85
Employees
3
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$20,019,754
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
284104
Website
instagram.com/brooklynplans (opens in new tab)
Phone
(917) 727-6497

Can advise clients in 4 states: California, New Jersey, New York, Pennsylvania

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