Our mission is to provide individuals, families, and 401(k) plans a low-cost opportunity to the highest quality investment service available. The Financial Planning Company is a fee-only registered investment advisor paid only by our clients. We are headquartered in Royal Oak, Michigan and happily serve clients locally and across the nation.
The firm uses an evidence based investing approach, rooted in Nobel Prize winning research, to build globally diversified and low-cost investment portfolios. We perform quarterly portfolio rebalancing based on a researched systematic approach to promote portfolio stability while minimizing taxes and trading costs.
The firm uses an evidence based investing approach, rooted in Nobel Prize winning research, to build globally diversified and low-cost investment portfolios. We perform quarterly portfolio rebalancing based on a researched systematic approach to promote portfolio stability while minimizing taxes and trading costs.
Services
Our mission is to provide individuals, families, and 401(k) plans a low-cost opportunity to the highest quality investment service available. The Financial Planning Company is a fiduciary, fee-only, Registered Investment Advisor (RIA) founded by Brewster Smith in 2016. One hundred percent of our compensation is paid by our clients.
Our mission is to provide individuals, families, and 401(k) plans a low-cost opportunity to the highest quality investment service available. A fiduciary is an investment advisor who is required by law to always act in the best interest of their client. Unlike financial advisors at brokerage firms or banks, a fiduciary is required to place client interests first.
Reviews (9)
Paige Spearin
Dec 31, 2021
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Jennifer Birmingham
Dec 17, 2019
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I could not be more pleased with the financial planning advice that I've received from Brewster! He is a fiduciary, fee-only, Certified Financial Planner, and I feel very comfortable to have my assets in his care. Not to mention he is professional, polite, and a Cranbrook Kingswood grad!
The firm's Bloomfield Hills office is very convenient for me. He is patient with my financial questions and I'm happy with him as an investment advisor and financial planner! kudos
The firm's Bloomfield Hills office is very convenient for me. He is patient with my financial questions and I'm happy with him as an investment advisor and financial planner! kudos
Ian Sherk
Sep 26, 2018
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Bruce
Aug 26, 2018
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Way more than an investment advisor indeed. I am beyond pleased with Brewster's help as my investment fiduciary. Since hiring his investment firm to help invest assets I recently acquired, I feel such a sense of relief that he is watching my back and making sure I don't do anything financial stupid. He recently helped my husband and me with mortgage advice, and last year he did a thorough job weighing the pros vs cons of financing vs leasing a car. I loved his analysis and how clearly he wrapped everything up at the end. Kudos, I think the best investment advice I've even received.👏
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Robin Smith
Nov 29, 2017
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Brewster has been my fiduciary for over three years and has done an excellent job investing and managing my personal finances while helping me to have a clear understanding of his investment strategy. Brewster is extremely trustworthy and knowledgable in his execution of my financial plan and its tax implications. His fees are refreshingly affordable after years of large institutional advice! Highly recommend The Financial Planning Company. Win win win!
Byron Shecter
Nov 06, 2017
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James Morris
Sep 23, 2017
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Peterson Cullimore
Sep 11, 2017
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Phil Janick
Jul 12, 2017
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