Why Fredrickson Financial Planning?

Fredrickson Financial Planning is a fee-only advisory practice based in Brooklyn, NY. There are many financial advisors you can pick from, but few who can offer as smart a blend of advantages as we provide.

I am objective

In addition to a legal obligation to act in the client’s best interest, I have no financial incentive to do otherwise. As fee-only financial advisors, I receive my compensation from the clients and receive no payments from mutual fund companies or other vendors.

I am experienced

I have created dozens of financial plans for people of different means.

I work on an hourly basis

While some clients prefer to have us manage their assets, others find it more cost-effective to pay strictly for hourly advice that they can implement themselves.

My fees are transparent

By unbundling the cost of in-depth financial planning and asset management, I allow clients to pay only for the help they are actually receiving.

I have a strong network

I am part of the national Garrett Planning Network and CGN Advisors, LLC, so I have access to a wealth of information and experts.