Eric Korbitz
Korbitz Financial Planning LLC · Milwaukee, Wisconsin
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.
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Specialties
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 |
| Credentials | BBA · CFP · CPA/PFS · MS |
| SEC registration | Investment adviser representative in FL, TX, WI · CRD 5037053 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | korbitzfinancialplanning.com |
How Eric's firm compares
- A one-time plan starts at $500, below the Wisconsin median of $1,900 for fee-only firms that publish prices.
- The hourly rate is $460, above the US median of $300 for fee-only firms that publish prices.
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Questions about Eric
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Korbitz Financial Planning LLC 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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