Theo LindqvistCFP® · EA
Certified Financial Planner · Brownstone Financial Planning · New York, NY
★★★★★ 4.8(96+ client reviews)Fee-only fiduciaryVirtual nationwide
Fee
$4,800/yr
Fee-only
Minimum
No minimum
to start
Experience
9 yrs
advising clients
Response
within 3 hours
typical reply
About Theo
Theo's practice is built for the New York household earning $400k and wondering where it all goes: two incomes, RSUs vesting quarterly, a co-op board demanding two years of liquidity, and a tax return nobody fully reads.
As both a CFP® and Enrolled Agent, he does the plan and the tax projection in one engagement, on a flat fee, with no account minimums and no products.
Specialties & services
- Enrolled Agent - handles the tax side directly
- RSU and bonus planning built into every plan
- NYC-specific: co-op budgets, city tax, 529 stacking
Best for
Dual-income NYC professionals with equity comp
Sound like you? Smart move: compare Theo against 2–3 similar advisors before deciding. The matcher screens the whole network against your goals and shows you Theo's availability alongside the alternatives — free.
Frequently asked about Theo Lindqvist
What are Theo Lindqvist's fees?
Theo Lindqvist of Brownstone Financial Planning publishes a fee of $4,800/yr flat (fee-only — paid solely by clients, never product commissions). Fees can change and may vary by service level, so confirm directly before engaging.
What is Theo Lindqvist's account minimum?
Brownstone Financial Planning has no stated asset minimum — the practice is structured to work with clients who are still building their portfolio.
Is Theo Lindqvist a fiduciary?
Theo Lindqvist operates under the fiduciary standard and runs a fee-only practice, meaning compensation comes only from clients — never commissions. Always verify any advisor's registration and record on the SEC's Investment Adviser Public Disclosure site before engaging.
Does Theo work with clients outside New York?
Yes — Brownstone Financial Planning works with clients virtually nationwide, alongside in-person meetings in New York, NY.
How do I book a call with Theo Lindqvist?
Use the free AdvisoryReviews matcher to check Theo's current availability. Advisors cap new clients monthly, so the matcher confirms fit and open capacity first — then the intro call is scheduled at no cost and with no obligation.
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