Brewster Financial Planning offers personalized financial planning and investment management services to individuals, trusts, estates, and small businesses. The firm focuses on creating tailored investment strategies using globally diversified index funds and exchange-traded funds. Services cover retirement planning, tax strategies, cash flow management, insurance reviews, education funding, and estate planning. Brewster Financial Planning operates as a fee-only firm, meaning they do not sell financial products for commissions or accept referral fees, ensuring advice is objective and aligned with client interests.
Assets Under Management$240M
Clients119
Advisors3
Avg. per Client$2M
Avg. per Advisor$80M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$8,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $8.0M | 0.50% |
| $8M+ | 0.40% |
Fees are negotiable and subject to a minimum annual fee of $8,500.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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