Korbitz Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Korbitz Financial Planning LLC provides fee-only financial planning and investment consultation to a mix of individuals, retirement plans, trusts, estates, charitable organizations and businesses, and also offers income tax preparation and other accounting services through an in‑house department. The firm is a state‑registered independent adviser that does not maintain client assets under management or sponsor wrap‑fee programs.
When engaged for investment consultation the firm customizes portfolio allocations, typically documents objectives in an investment policy statement, and relies on asset‑allocation principles (including Modern Portfolio Theory) combined with fundamental, technical, cyclical and charting analyses. Advice is delivered on a consultative, non‑discretionary basis—engagements often conclude with delivery of a plan or portfolio design and periodic reviews are client‑initiated.
Notable distinctions include the principal’s CPA background and the firm’s integrated accounting/tax capabilities and affiliation, which allow coordinated tax and planning work within the same firm rather than through outside referrals. The firm’s client mix includes corporate or business clients and its advisory model avoids percentage‑of‑assets fees and ongoing discretionary portfolio management, an arrangement that is less common among independent advisers.
Client services
Expertise
Fee options
Fixed fees generally ranging from $3,000 to $7,500, based on complexity and estimated hours.
$460 per hour for financial planning and investment consultation services; paraplanner/administrative services up to $230 per hour.
Account minimum: $1,500 minimum fee for financial planning services for new clients Minimum fee: Minimum financial planning services fee of $1,500 for new client engagements. Fee-only: Fee-only financial planning and investment consultation services; no commissions.
Main office
5225 North Ironwood Road, Suite 119
Milwaukee WI 53217
Advisors at this office
1
Most active in
Florida · Texas · Wisconsin
Also doing business as
Eric S. Korbitz, Cpa, Cfp · Korbitz Financial Advisors LLC · Korbitz Financial Advisors LLC Dba Creative Financial Services · Korbitz Financial Planning LLC · Korbitz, Eric Smith
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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