Kurtis Rohlf is a CFP-designated registered investment advisor at Brooklyn Fi, LLC, based in Brooklyn, NY, with 4 years of industry experience. Kurtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 295 clients with $340M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
295 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$341.5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
33 Nassau Ave, Brooklyn, NY, 11222
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Regulatory History (1)
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Regulatory
March 2025Final
Employment History
Current Registrations
Brooklyn Fi, LLC
December 2021 - Present · 4 yrs 4 mos
State Registrations2 states
FLNY
Advisor
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
No exam information available for this advisor.