{
  "crd_number": 137361,
  "slug": "korbitz-financial-planning-llc-milwaukee-wi-137361",
  "primary_business_name": "KORBITZ FINANCIAL PLANNING LLC",
  "legal_name": "KORBITZ FINANCIAL PLANNING LLC",
  "dbas": [],
  "city": "Milwaukee",
  "state": "WI",
  "country": "United States",
  "cbsa_code": "33340",
  "metro": {
    "cbsa_code": "33340",
    "common_name": "Milwaukee",
    "msa_name": "Milwaukee-Waukesha, WI",
    "path": "/advisors/wi/milwaukee"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2006-01-09",
  "years_registered": 20,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": null,
      "count": 110
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "WI"
  ],
  "websites": [
    "https://korbitzcpa.com",
    "https://korbitzfinancial.com",
    "https://korbitzfinancialplanning.com",
    "https://linkedin.com/company/korbitz-financial-planning-llc",
    "https://linkedin.com/in/erickorbitz"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/137361",
  "city_as_filed": "MILWAUKEE",
  "url": "https://advisorcensus.com/firm/korbitz-financial-planning-llc-milwaukee-wi-137361",
  "display_name": "Korbitz Financial Planning LLC",
  "summary": "Korbitz Financial Planning LLC is a state-registered investment advisory firm in Milwaukee, WI, registered since 2006, with no regulatory assets under management reported in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Korbitz Financial Planning LLC (CRD 137361): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services"
  ],
  "quick_answers": [
    {
      "q": "How is Korbitz Financial Planning LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Korbitz Financial Planning LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Korbitz Financial Planning LLC located?",
      "a": "Korbitz Financial Planning LLC's principal office is in Milwaukee, WI, according to its Form ADV."
    },
    {
      "q": "Is Korbitz Financial Planning LLC registered with the SEC or a state?",
      "a": "Korbitz Financial Planning LLC is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 137361."
    },
    {
      "q": "What types of clients does Korbitz Financial Planning LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (110)."
    },
    {
      "q": "Does Korbitz Financial Planning LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/137361"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/korbitz-financial-planning-llc-milwaukee-wi-137361.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 110,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/137361",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}