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Birn Financial Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
4
25% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
$0
About
Birn Financial Inc provides financial planning and advisory services, and also offers fractional CFO services that can include tax review, strategic planning, and business financial management. The firm serves individuals, high-net-worth individuals, and corporate or business clients, and structures engagements as one-time projects or ongoing advisory relationships.
The firm’s approach is financial-planning–based and oriented toward long-term strategic recommendations rather than active trading or market timing. Birn Financial does not execute securities transactions or provide ongoing discretionary portfolio management; instead it makes recommendations and may coordinate implementation with a client’s chosen broker, custodian, or other financial professionals.
Compared with many solo independent advisers, Birn Financial is notable for explicitly serving corporate/business entities and for offering fractional CFO work in addition to personal financial planning. It also uses negotiated, fixed, or hourly fee arrangements instead of percentage‑of‑assets fees, and discloses that, in limited circumstances (for example under a power of attorney or trustee arrangement), it may be authorized to move client funds or be deemed to have custody.
Client services
Financial planning
Fractional cfo services & financial consulting services
Fractional cfo services & financial consulting services
Expertise
College savings (529s, UTMA, etc.)
Annuities
General retirement planning
Debt management
Income planning
Fee options
One-time financial plan/project fixed fee of $5,500.
$300 to $1,000 per hour for financial planning services.
Fee-only: Hourly fees between $300 and $1,000 per hour; Fixed fees for one-time financial plan/project $5,500; Fixed fees for ongoing financial planning between $1,500 and $25,000 per month; Fixed fees for Fractional CFO services between $1,200 and $10,000 per month.
Main office location
Birn Financial Inc
New York NY, United States
Number of offices
1
Most active in
Birn Financial Inc has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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