BREWSTER FINANCIAL PLANNING LLC

Adviser information for BREWSTER FINANCIAL PLANNING LLC last updated from Form ADV on February 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location New York, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 596 $175.6M
Non-Discretionary 1 $333,874
Total 597 $175.9M

Clients

Type Number RAUM
Individuals 22 $11.8M
HNW Individuals 93 $163.8M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $142,470
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies <5 $144,174
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 2
No. of Non-U.S. Clients 5
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-77668
SEC ERA File Number 801-77668
SEC CIK Numbers 1898145
SEC CRD Numbers 125291
Legal Entity Identifier None

Principal Office

641 PRESIDENT STREET
SUITE 106
BROOKLYN
NY
United States
Monday - Friday, 9AM TO 5PM
Tel: 646-249-9880, Fax: 646-219-6423

Chief Compliance Officer

CHARLES BREWSTER
MANAGING MEMBER
641 PRESIDENT STREET
SUITE 106
BROOKLYN
NY
United States
Tel: 646-249-9880
Fax: 646-219-6423
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BREWSTER, CHARLES, ERSKINE SCOTT Individual MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 04/2001 > 75%

No. Employees, Historic

10502020202120222023202420254 on 3/17/20204 on 6/23/20204 on 3/22/20214 on 3/23/20214 on 3/14/20224 on 3/9/20234 on 2/26/2024

RAUM, Historic

200M100M0202020212022202320242025126711926 on 3/17/2020126711926 on 6/23/2020150246317 on 3/22/2021150246317 on 3/23/2021176399053 on 3/14/2022151275712 on 3/9/2023175897203 on 2/26/2024

No. Clients, Historic

2001000202020212022202320242025103 on 3/17/2020103 on 6/23/2020101 on 3/22/2021101 on 3/23/2021109 on 3/14/2022111 on 3/9/2023117 on 2/26/2024

Holdings

From latest 13F, filed July 18th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
BERKSHIRE HATHAWAY INC DEL CL B NEW 246K 604
DIMENSIONAL ETF TRUST US CORE EQUITY 2 1M 37K
DIMENSIONAL ETF TRUST WORLD EX US CORE 662K 26K
ISHARES TR COHEN STEER REIT 8M 144K
ISHARES TR ESG AW MSCI EAFE 403K 5K
ISHARES TR ESG AWARE MSCI 378K 10K
ISHARES TR ESG AWR MSCI USA 644K 5K
ISHARES TR ESG AWR US AGRGT 1M 24K
ISHARES TR MSCI EAFE ETF 23M 291K
ISHARES TR RUS 1000 ETF 37M 124K
ISHARES TR RUSSELL 2000 ETF 14M 71K
ISHARES TR SHRT NAT MUN ETF 201K 2K
SPDR SER TR PORTFOLI S&P1500 302K 5K
VANGUARD BD INDEX FDS INTERMED TERM 16M 210K
VANGUARD BD INDEX FDS SHORT TRM BOND 14M 182K
VANGUARD INDEX FDS TOTAL STK MKT 202K 756
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 868K 15K
VANGUARD MALVERN FDS STRM INFPROIDX 293K 6K
VANGUARD MUN BD FDS TAX EXEMPT BD 472K 9K