Kristen Euretig is a CFP-designated registered investment advisor at Brooklyn Plans LLC, based in Beacon, NY, with 9 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 85 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Annual fees are negotiable and will not exceed 3% of assets under management. The fee of any third-party manager is included in this rate.
Fee Estimator
Location
Beacon, NY
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Brooklyn Plans LLC
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Thomas Geoghegan, CFPEdward Jones
- Jessica Skolnick, CFA, CFPMindi Financial
- Joseph Sciabica, CFP, ChFCPark Avenue Securities LLC