BREWSTER FINANCIAL PLANNING LLC

CRD 125291File 801-77668

APPROVED

Retail clients

Custody

Filing as of Mar 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$239.7M

Below cohort median (national)

Discretionary AUM

$238.0M

Non-discretionary $1.7M

Clients

119

632 accounts

Employees

Below cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Feb 27, 2013
Principal office: 641 PRESIDENT STREET, SUITE 106, BROOKLYN, NY, 11215
Phone: 646-249-9880
Website: HTTP://WWW.BREWSTERFP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $239.7M
Discretionary AUM: $238.0M
Non-discretionary AUM: $1.7M
Discretionary accounts: 627
Non-discretionary accounts: 5
Total accounts: 632
AUM per client: $2.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Insurance companies	Fewer than 5	$175K
High net worth individuals	105	$235.0M
Individuals (other than high net worth individuals)	13	$4.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.