KORBITZ FINANCIAL PLANNING LLC

Overview

Korbitz Financial Planning LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm’s practice is oriented toward individuals and families, with core advisory activity focused on financial planning rather than traditional AUM-based portfolio management. The business also lists accounting as an activity, and its fee model is hourly and fixed-fee engagements rather than percentage-of-assets. The firm is not positioned as a capital allocator or a pension consultant, and it does not identify as an active ESG investor. It is not registered as a multi-state adviser and is not a newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices