Fee-Only Financial Planners in Brooklyn, NY

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Brooklyn, NY:

Cristina Guglielmetti

CFP®, EA

Future Perfect Planning

Brooklyn, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner located in Brooklyn, NY and serving clients nationwide

Pamela Capalad

CFP®

Brunch & Budget

Brooklyn, NY

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

What would you do tomorrow if you knew your money was handled today? Fee-Only Financial Planner, based in Brooklyn, works virtually with clients across the country.

Lori Dietzler

CFP®, EA

Zero Gravity Financial, LLC

Brooklyn, NY

Specialties: Financial Independence, NYC Real Estate, Advanced Tax Planning

Based in Brooklyn, works virtually with clients across the country.

Rahimul Taher

Enrolled Agent (EA)

Taher Financial Planning

Brooklyn, NY

C. E. Scott Brewster

Brewster Financial Planning LLC

Brooklyn, NY

Tom Fredrickson

Garrett Investment Advisors

Brooklyn, NY

Kristen Euretig

Brooklyn Plans

Brooklyn, NY

  • Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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