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 financial planning and discretionary portfolio management to individuals (including high‑net‑worth clients), small businesses, and nonprofit organizations. The firm uses percentage‑of‑assets fees and offers multiple planning formats, including a monthly retainer “Game Plan,” a follow‑on “Graduates Plan” for clients who have completed foundational planning, and bespoke hourly engagements. The adviser primarily practices passive investment management, constructing diversified, asset‑class portfolios with index mutual funds and ETFs to limit turnover and improve tax efficiency. It also selects and monitors outside managers, delegates sub‑advisory authority when appropriate (notably working with Buckingham Strategic Partners), and uses Fidelity’s advisor platform for custody, execution, and related platform services. Distinctive features for a firm of this size include public advertising of third‑party ratings on its materials, a practice that is uncommon among peers, and a tiered service model that explicitly transitions clients from comprehensive planning to lower‑touch maintenance under the Graduates Plan. The firm manages roughly $20 million for about 85 clients with a small advisory team that includes multiple CFP professionals and at least one adviser who maintains outside employment.

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.