Carolyn Nunez is a CFP-designated registered investment advisor at Ithaka Financial Planning, LLC, based in Chevy Chase, MD, with 16 years of industry experience. Carolyn 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 55 clients with $92M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are billed quarterly in advance. Third-party retirement accounts reviewed and analyzed are included in the asset fee. Participant account management via Pontera is charged at 0.30% quarterly.
Fee Estimator
Contact
Carolyn Nunez
Location
5425 Wisconsin Ave, Suite 600, Chevy Chase, MD, 20815
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Ithaka Financial Planning, LLC
State Registrations5 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
Additional Information
Ithaka Financial Planning provides a safe environment where you can make important decisions about your journey, face hard truths, and make dreams a reality.
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