Ithaka Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ithaka Financial Planning, LLC serves individuals, high‑net‑worth individuals, personal trusts and estates with integrated financial planning and ongoing portfolio management; the firm also accepts investment‑only, plan‑only and hourly consulting engagements. It reviews held‑away retirement accounts and provides ongoing advice intended to align investment implementation with each client’s financial plan.
The firm’s process centers on a client discovery and written investment policy statement, using Modern Portfolio Theory to design diversified allocations and generally favoring open‑end index funds and ETFs while occasionally holding individual stocks or bonds. Portfolios are monitored and rebalanced on an ongoing basis, and Ithaka acknowledges fiduciary obligations when advising retirement plan accounts.
Noteworthy differences from many peers include the firm’s occasional pro‑bono educational seminars and workshops on financial planning, a practice it says is not marketed but is offered intermittently. Ithaka is a small, fee‑only advisory team (three advisors) managing roughly $92 million for about 55 clients, and it also offers participant account management for held‑away employer plan assets using an order management system (Pontera) to implement tax‑efficient asset location and opportunistic rebalancing.
Client services
Expertise
Fee options
Plan only services offered for a flat fee; specific amounts not stated.
$0 - $1,000,000: 1% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.5%
Hourly consulting fees billed upon completion of work; deposit up to 50% may be required.
Fee-only: Fee-only advisor, compensated solely by clients based on assets under management.
Main office
See office5425 Wisconsin Ave, Suite 600
Chevy Chase MD 20815
Advisors at this office
1
Offices (3)
Most active in
District of Columbia · Maryland · Massachusetts · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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
Quick links
Advisors at this firm
Elizabeth R
CFP®, Series 65
Bethesda, MD
Ithaka Financial Planning, LLC
Elizabeth Remick is a CERTIFIED FINANCIAL PLANNER™ professional with 25 years of industry experience. She has been with Ithaka Financial Planning, LLC since 2010. Ithaka Financial Planning provides integrated financial planning and portfolio management for individuals, high-net-worth clients, and personal trusts and estates. The firm’s approach emphasizes customized portfolios based on Modern Portfolio Theory, using primarily open-end index funds and ETFs, with ongoing monitoring and rebalancing.
Carolyn N
CFP®, Series 65
Chevy Chase, MD
Ithaka Financial Planning, LLC
Carolyn Nunez is a CFP® and holds a Series 65 license with 15 years of industry experience. She has been involved with the UNT PDI CFP Program since 2007. Nunez is based in Chevy Chase, MD, and is affiliated with Ithaka Financial Planning, LLC. Ithaka Financial Planning provides integrated financial planning and portfolio management services for individuals, high-net-worth clients, and personal trusts and estates. The firm emphasizes customized portfolios based on Modern Portfolio Theory and offers a range of engagement options including investment-only and hourly consulting, supported by a small advisory team.
Katherine A
CFP®, Series 65
Holly Springs, NC
Ithaka Financial Planning, LLC
Katherine Alepa is a CFP® with 10 years of experience in financial planning. She is currently with Ithaka Financial Planning, LLC, where she has worked since 2017. Her prior experience includes six years at Financial Planning Group, Inc. Ithaka Financial Planning, LLC serves individuals, high-net-worth clients, personal trusts, and estates with integrated financial planning and ongoing portfolio management. The firm uses Modern Portfolio Theory to design diversified portfolios, primarily favoring open-end index funds and ETFs, and offers occasional pro-bono educational seminars and workshops.
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