# Korbitz Financial Planning LLC

> 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.

- CRD: 137361
- Filed as: KORBITZ FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Milwaukee, WI
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/137361
- AdvisorCensus page: https://advisorcensus.com/firm/korbitz-financial-planning-llc-milwaukee-wi-137361

## Quick answers

**How is Korbitz Financial Planning LLC compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Korbitz Financial Planning LLC located?**
Korbitz Financial Planning LLC's principal office is in Milwaukee, WI, according to its Form ADV.

**Is Korbitz Financial Planning LLC registered with the SEC or a state?**
Korbitz Financial Planning LLC is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 137361.

**What types of clients does Korbitz Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (110).

**Does Korbitz Financial Planning LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 110 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2006 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- korbitzcpa.com
- korbitzfinancial.com
- korbitzfinancialplanning.com
- LinkedIn @korbitz-financial-planning-llc
- LinkedIn @erickorbitz

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Korbitz Financial Planning LLC (CRD 137361): Form ADV filing data as of October 2026.