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Brooklyn Fi

About Brooklyn Fi

Brooklyn Fi (BKFi) is a fee-only financial planning firm and SEC-registered investment advisor based in Brooklyn, NY. The firm serves clients nationwide, focusing on creatives, tech professionals, and high earners who navigate complex financial situations. With approximately $130 million in assets under management, BKFi operates entirely remotely and emphasizes diversity as a female-led firm.

Min project size

50,000+

Hourly rate

50 / hr

Employees

19

Locations

United States

Year founded

Founded 2017

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

Leadership Team

S

Shane Mason

Co-Founder

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