Eric Korbitz is a CFP-designated registered investment advisor at Korbitz Financial Planning LLC, based in Milwaukee, WI, with 17 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 110 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Korbitz Financial Planning does not manage investment portfolios continuously. Instead, the firm offers investment consultation services on an hourly or project basis to design custom portfolios or review existing holdings:
- Hourly rate — $460 per hour for work by the principal, and up to $230 per hour for paraplanner or administrative support.
- Fixed project fee — Typically ranges from $3,000 to $7,500 depending on the complexity of your situation.
Contact
Eric Korbitz
Location
5225 North Ironwood Road, Suite 119, Milwaukee, WI, 53217
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric owns an accounting firm providing tax preparation and planning services since 1995, dedicating about 10-40% of his time. He was also a pilot with Midwest Airlines until 2008, spending about half his time on this activity.
Employment History
Current Registrations
Korbitz Financial Planning LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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