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Brewster Financial Planning LLC
Brewster Financial Planning LLC is a fiduciary, fee-only financial planning and investment advisory firm headquartered in Park Slope, Brooklyn, NY. The firm offers services including comprehensive financial planning, investment management, retirement planning, insurance analysis, and estate planning. Established to serve individuals and families from all walks of life, Brewster FP avoids conflicts of interest by not accepting commissions or third-party compensation. As of 2025, the firm has 4 employees and manages over $204 million in assets, primarily for high-net-worth individuals and other individual clients.
Investment Strategy
Brewster Financial Planning LLC practices a fiduciary, fee-only investment advisory model, focusing on prudent investment management aligned with clients' financial goals. Their approach avoids commissions, third-party compensation, and product sales, ensuring objective, client-aligned advice. The firm emphasizes diversified, cost-efficient investment strategies, comprehensive wealth planning, risk management, retirement security, tax efficiency, and generational wealth transfer. They tailor strategies to meet individual client needs, protecting and growing wealth while minimizing conflicts of interest.
Latest 13F Filing Activity
Brewster Financial Planning LLC filed their most recent 13F report on Sep 30, 2025 disclosing 27 equity positions with a total 13F market value of $159M. The fund increased holdings in Ishares TR, Ishares TR, Ishares TR among other positions. Brewster Financial Planning LLC reduced exposure to Vanguard Malvern FDS, Ishares TR, Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (27)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWB | ISHARES TR | 27.28% | $43.4M | 118,692 | $263.48 | $365.48 | +$2.7M |
E EFA | ISHARES TR | 18.90% | $30.1M | 321,842 | $77.83 | $93.37 | +$1.4M |
B BIV | VANGUARD BD INDEX FDS | 13.37% | $21.3M | 272,155 | $82.49 | $78.09 | +$872.7K |
I IWM | ISHARES TR | 12.11% | $19.3M | 79,580 | $218.69 | $241.96 | +$2.2M |
B BSV | VANGUARD BD INDEX FDS | 11.45% | $18.2M | 230,714 | $79.61 | $78.91 | +$978.1K |
Industry Allocation
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