A complete list of active advisors currently associated with Brooklyn Plans LLC

Warmer can help you find a great advisor at Brooklyn Plans LLC or one who fits your needs even better.

Brooklyn Plans, LLC provides comprehensive financial planning and discretionary portfolio management to individuals — including high‑net‑worth clients — as well as small businesses and nonprofit organizations, overseeing roughly $20 million in discretionary assets for about 85 clients. The firm’s service menu includes comprehensive written financial plans, a monthly retainer “Game Plan,” a follow‑on “Graduates Plan” for clients who have completed foundational planning, and hourly bespoke planning engagements. The firm emphasizes a primarily passive investment approach, building diversified portfolios with index mutual funds and ETFs and using client investment policy statements and risk questionnaires to tailor allocations and restrictions. It also uses third‑party managers (TAMPs) when appropriate, delegates trading discretion to the firm or those managers, and performs periodic monitoring and quarterly reviews of accounts and outside manager performance. Brooklyn Plans discloses use of Fidelity’s advisor platform and a relationship with Buckingham Strategic Partners for trade processing, reporting and sub‑advisory support, and notes receipt of platform research and practice‑management benefits. The firm also advertises third‑party ratings and discloses participation in the CARES Act EIDL program in its public filings — practices that are less common among peers and are called out in its ADV disclosures.

To learn more about the advisors currently working at Brooklyn Plans LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kristen Euretig	Beacon, NY	9

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