# Eric Korbitz

> Eric Korbitz is a fee-only financial advisor at Korbitz Financial Planning LLC in Milwaukee, Wisconsin, who holds the BBA, CFP and CPA/PFS credentials. Eric charges hourly fees and a one-time planning fee (one-time plans from $500 and $460 an hour) and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/eric-korbitz/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Korbitz Financial Planning LLC
- **Based in:** Milwaukee, Wisconsin
- **Fee model:** Hourly; One-time planning fee
- **Fees (firm's website):** one-time plans from $500; $460 an hour
- **Accepting new clients:** Not currently (firm's website)
- **Credentials:** BBA, CFP, CPA/PFS, MS
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 5037053 (https://adviserinfo.sec.gov/individual/summary/5037053)
- **SEC registration:** Investment adviser representative in FL, TX, WI
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://korbitzfinancialplanning.com

## Frequently asked questions

### Is Eric Korbitz a fee-only financial advisor?

Yes. Eric Korbitz 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 Eric's firm.

### How does Eric charge for financial advice?

Eric charges hourly fees and a one-time planning fee.

### How much does Eric charge?

According to Korbitz Financial Planning LLC's website, checked October 28, 2026: one-time plans from $500; $460 an hour.

### Where is Eric Korbitz based?

Eric Korbitz is based in Milwaukee, Wisconsin.

### What does Eric specialize in?

Eric's specialties include retirement planning and tax planning.

### What credentials does Eric Korbitz hold?

Eric Korbitz holds the BBA, CFP, CPA/PFS and MS credentials.

### Is Eric Korbitz registered with the SEC?

Yes. Eric Korbitz is registered as an investment adviser representative in FL, TX and WI (CRD 5037053), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Eric Korbitz?

Through Eric's website, korbitzfinancialplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6259): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://korbitzfinancialplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.