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
- Phone
- (917) 727-6497
Can advise clients in 4 states: California, New Jersey, New York, Pennsylvania
Other planners in New York that publish fees
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
- Acacia Grove Wealth ManagementSchenectady$300/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.