Firm
Ithaka Financial Planning
Bethesda, Maryland
Fee-only
Ithaka Financial Planning at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 55 individual clients, 30 of them high net worth.
- Its average account is about $399,000 (assets it manages divided by its 231 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Bethesda, Maryland |
|---|---|
| Website | ithakafp.com |
| [email protected] | |
| Phone | (301) 968-2381 |
Ithaka Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $500,000 |
| How it charges | Percentage of assets |
In the firm's words
"1% on the first $1 million in assets" source
"manages portfolios for clients with assets of $500,000 or more" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $92 million |
| Individual clients | 25 |
| High-net-worth clients | 30 |
| Accounts managed | 231 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 153244 |