Izuchi LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Izuchi provides financial planning and non‑discretionary investment monitoring and consulting to individuals, trusts, and estates, and offers educational workshops and investment support to clients and the broader community. The firm assists clients in implementing plans by recommending and periodically reviewing self‑directed brokerage accounts (noting common recommendations such as Vanguard, Fidelity, Charles Schwab, and Robinhood) while clients retain trading authority and custody.
The firm’s advisory work is non‑discretionary: Izuchi reviews client portfolios, recommends reallocations, and conducts annual formal reviews but will not obtain trading authority or custody. Its stated analytical methods include fundamental and technical analysis and a range of strategies (long‑ and short‑term purchases, trading, margin, and covered options), and the brochure notes the firm does not accept performance‑based fees and reports no assets under management.
Distinctive operational features highlighted in the brochure include fixed annual planning and project fees with flexible payment platforms (Zelle, PayPal, Zoho) and complimentary educational workshops for engaged planning clients, as well as explicit coordination with external professionals in its Legacy Plan. The firm also discloses non‑advisory outside activities (rental real estate and business support services) and maintains a formal Code of Ethics and procedures for monitoring client accounts.
Client services
Expertise
Fee options
Fees will not exceed $500 per hour based on time and fee amount.
Fee-only: Annual planning fees typically range from $1,400 to $9,000 depending on the plan chosen (Investment Plan - $1,425; Wealth Plan - $3,825; Legacy Plan - $8,925). Project-specific fees typically range from $1,000 to $10,000 based on complexity and time.
Main office
Beltsville MD, United States
Offices (1)
Most active in
Maryland
Also doing business as
Izuchi LLC · Okoye, Urenna
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
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