Brewster Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$239,559,986
Clients
118
Advisors
3
of 3 employees
About
Brewster Financial Planning provides personalized, fee‑only financial planning and investment management to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm manages assets on both discretionary and non‑discretionary bases and reports managing roughly $240 million for about 118 clients.
The investment approach emphasizes asset allocation implemented primarily with passively managed index funds and exchange‑traded funds, with globally diversified portfolios documented in client‑specific Investment Policy Statements. Accounts are continuously monitored, reviewed at least quarterly, and the firm typically executes strategies on a discretionary basis through no‑load or low‑load funds held at discount custodians.
The brochure indicates the firm issues periodicals, special reports and charts or models clients may use to evaluate securities and discusses performance figures in fund disclosures, suggesting the use of hypothetical or modeled performance materials in its communications — a practice that is uncommon among peers. The firm also notes relationships with institutional clients such as pension plans and, unusually for similar supported firms, insurance company clients, while maintaining a strictly fee‑only, non‑commission business model.
Client services
Expertise
Fee options
Financial planning fees based on hourly rate (typically $350/hr), negotiated per engagement; Retainer Agreements with negotiable fixed fees
$0 - $1,000,000: 0.85% $1,000,000 - $2,000,000: 0.65% $2,000,000 - $8,000,000: 0.50% $8,000,000+: 0.40%
$350 per hour, negotiable
Minimum fee: $8,500 minimum annual fee, negotiable and may be waived Fee-only: Firm is strictly fee-only; does not accept commissions or other compensation
Main office
641 President Street, Suite 106
Brooklyn NY 11215
Advisors at this office
3
Most active in
California · New York
Also doing business as
Brewster Financial Planning · Brewster Financial Planning LLC · Brewster, Charles E Scott
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Wen Jie L
CFP®
Brooklyn, NY
Brewster Financial Planning LLC
Wen Jie Lin Ham is a CFP® professional with four years of industry experience, currently serving at Brewster Financial Planning LLC. She has been with Brewster Financial Planning since 2008, working within a three-advisor team based in Brooklyn, NY. Brewster Financial Planning provides personalized financial planning and investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm follows a fee-only, SEC-registered model, employing goal-based investment policies and primarily using passively managed index funds and ETFs for globally diversified portfolios.
Edwin A
Series 65
Brooklyn, NY
Brewster Financial Planning LLC
Edwin Adams is a financial advisor at Brewster Financial Planning LLC in Brooklyn, NY, holding a Series 65 credential with two years of industry experience. He has been with Brewster Financial Planning for ten years. Brewster Financial Planning provides personalized, fee-only financial planning and investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation through passively managed index funds and exchange-traded funds, managing approximately $240 million for about 118 clients.
Charles B
CFP®
Brooklyn, NY
Brewster Financial Planning LLC
Charles Brewster is a CFP® professional with 24 years of experience in financial advising. He has been with Brewster Financial Planning LLC since 2007, where he is a principal. The firm provides personalized financial planning and investment management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Brewster Financial Planning operates as a fee-only, SEC-registered adviser that employs goal-based investment policy statements and primarily uses passively managed index funds and ETFs to build globally diversified portfolios.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")