Elizabeth Remick
Ithaka Financial Planning · Bethesda, Maryland
Elizabeth Remick is a fee-only financial advisor at Ithaka Financial Planning in Bethesda, Maryland, who holds the CFP and MBA credentials. Elizabeth charges a percentage of assets (1% a year on the first tier of assets managed and a $500,000 asset minimum).
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Who they serve
- Retirees
Facts
| Firm | Ithaka Financial Planning |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $500,000 asset minimum |
| Assets under management | $92.2M across 231 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in DC, MA, MD, TX, VA · CRD 4556879 |
| Exams passed | Series 65 (1999) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | ithakafp.com |
How Elizabeth'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 Elizabeth
Is Elizabeth Remick a fee-only financial advisor?
Yes. Elizabeth Remick is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Elizabeth's firm.
How does Elizabeth charge for financial advice?
Elizabeth charges a percentage of assets.
How much does Elizabeth charge?
According to Ithaka Financial Planning's website, checked October 28, 2026: 1% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Elizabeth Remick based?
Elizabeth Remick is based in Bethesda, Maryland.
What credentials does Elizabeth Remick hold?
Elizabeth Remick holds the CFP and MBA credentials.
Is Elizabeth Remick registered with the SEC?
Yes. Elizabeth Remick is registered as an investment adviser representative in DC, MA, MD, TX and VA (CRD 4556879), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Elizabeth Remick?
Through Elizabeth's website, ithakafp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bethesda
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Ithaka Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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