Korbitz Financial Planning LLC at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 110 individual clients, 110 of them high net worth.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Milwaukee, Wisconsin |
|---|---|
| Website | korbitzfinancialplanning.com |
| [email protected] | |
| Phone | (414) 979-1040 |
Questions about Korbitz Financial Planning LLC
How much does Korbitz Financial Planning LLC charge?
Korbitz Financial Planning LLC publishes these prices: one-time plan: from $500; hourly: $460 an hour. We found this on its website, checked October 28, 2026.
How is Korbitz Financial Planning LLC paid?
Korbitz Financial Planning LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Korbitz Financial Planning LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Korbitz Financial Planning LLC.
What does Korbitz Financial Planning LLC specialize in?
Korbitz Financial Planning LLC's advisors and website list retirement planning and tax planning.
Is Korbitz Financial Planning LLC accepting new clients?
Not at the moment, according to Korbitz Financial Planning LLC's website, checked October 28, 2026.
Korbitz Financial Planning LLC 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.
| One-time plan | From $500 |
|---|---|
| Hourly | $460 an hour |
| How it charges | Hourly · One-time plans or projects |
In the firm's words
"based on my rate of $460 an hour and the time needed to analyze your situation" source
"The typical fee is $500-1000 in conjunction with other planning services." source
"based on my rate of $460 an hour and the time needed to analyze your situation" 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 | Hourly · Fixed fees |
|---|---|
| High-net-worth clients | 110 |
| Employees | 1 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 137361 |