# Michael Izbotsky

> Michael Izbotsky is a fee-only financial advisor at From Planning to Living LLC in Reseda, California, who holds the CFP credential. Michael charges a percentage of assets and an ongoing planning fee (ongoing planning from $10,000 a year and 1% a year on the first tier of assets managed) and focuses on tax planning, estate & legacy planning and equity compensation.

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

## Facts

- **Firm:** From Planning to Living LLC
- **Based in:** Reseda, California
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $10,000 a year; 1% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $6.2M across 53 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Equity compensation
- **Works with:** High earners
- **CRD:** 6403831 (https://adviserinfo.sec.gov/individual/summary/6403831)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://fromplanningtoliving.com

## Frequently asked questions

### Is Michael Izbotsky a fee-only financial advisor?

Yes. Michael Izbotsky is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Michael's firm.

### How does Michael charge for financial advice?

Michael charges a percentage of assets and an ongoing planning fee.

### How much does Michael charge?

According to From Planning to Living LLC's website, checked October 28, 2026: ongoing planning from $10,000 a year; 1% a year on the first tier of assets managed.

### Does Michael work with clients virtually?

Yes. From Planning to Living LLC says on its website that it works with clients remotely.

### Where is Michael Izbotsky based?

Michael Izbotsky is based in Reseda, California.

### What does Michael specialize in?

Michael's specialties include tax planning, estate & legacy planning and equity compensation. Michael works with high earners.

### What credentials does Michael Izbotsky hold?

Michael Izbotsky holds the CFP credential.

### Is Michael Izbotsky registered with the SEC?

Yes. Michael Izbotsky is registered as an investment adviser representative in CA and TX (CRD 6403831), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does From Planning to Living LLC manage?

From Planning to Living LLC reports $6.2M across 53 accounts in assets under management.

### How do I contact Michael Izbotsky?

Through Michael's website, fromplanningtoliving.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45338): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.fromplanningtoliving.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.