Carolyn Nunez
Ithaka Financial Planning · Chevy Chase, Maryland
Carolyn Nunez is a fee-only financial advisor at Ithaka Financial Planning in Chevy Chase, Maryland, who holds the CFP credential. Ithaka Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Ithaka Financial Planning |
|---|---|
| Based in | Chevy Chase, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $92.2M across 231 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DC, MA, MD, TX, VA · CRD 5766659 |
| Exams passed | Series 65 (2009) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | ithakafinancialplanning.com |
How Carolyn's firm compares
- Ithaka Financial Planning's average account is about $399,000, from its Form ADV (assets managed divided by 231 accounts).
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Questions about Carolyn
Is Carolyn Nunez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carolyn holds no broker registration, and Ithaka Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carolyn charge for financial advice?
Carolyn's firm, Ithaka Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Carolyn Nunez based?
Carolyn Nunez is based in Chevy Chase, Maryland.
What credentials does Carolyn Nunez hold?
Carolyn Nunez holds the CFP credential.
Is Carolyn Nunez registered with the SEC?
Yes. Carolyn Nunez is registered as an investment adviser representative in DC, MA, MD, TX and VA (CRD 5766659), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ithaka Financial Planning manage?
Ithaka Financial Planning reports $92.2M across 231 accounts in assets under management.
How do I contact Carolyn Nunez?
Through Carolyn's website, ithakafinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Chevy Chase
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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