Michael Izbotsky
From Planning to Living LLC · Reseda, California
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.
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Specialties
Who they serve
- High earners
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 |
| Accepting new clients | Yes |
| Assets under management | $6.2M across 53 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6403831 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | fromplanningtoliving.com |
| Profile |
How Michael's firm compares
- Ongoing planning starts at $10,000 a year, above the California median of $6,000 for fee-only firms that publish prices.
- From Planning to Living LLC's average account is about $117,000, from its Form ADV (assets managed divided by 53 accounts).
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Questions about Michael
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.
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
- XY Planning Network directory listing : XYPN members are fee-only
- From Planning to Living 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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