Ithaka Financial Planning, LLC

Ithaka Financial Planning, LLC (CRD# 153244) is a financial advisory firm headquartered in Chevy Chase, MD. They manage $72,431,426 in 215 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
5425 Wisconsin Ave, Suite 600, Chevy Chase, MD 20815
https://linkedin.com/company/ithaka-financial-planning
By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    215
    ACCOUNTS
  • Average Account Value
    $336,890
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, MA, MD, TX, VA

Financial Advisors at Ithaka Financial Planning, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Carolyn Nunez, financial advisor Chevy Chase MD
Carolyn Nunez
CRD#: 5766659
5425 Wisconsin Ave, Suite 600, Chevy Chase, MD 20815

Carolyn Nunez (CRD# 5766659) is an Investment Advisor Representative working at Ithaka Financial Planning, LLC in Chevy Chase, MD and has over 14 years of experience in the finance industry.

2
Elizabeth Remick, financial advisor Bethesda MD
Elizabeth M. Remick
CRD#: 4556879
Bethesda, MD

Elizabeth Remick (CRD# 4556879) is an Investment Advisor Representative working at Ithaka Financial Planning, LLC in Bethesda, MD and has over 24 years of experience in the finance industry.

3
Katherine Alepa, financial advisor Holly Springs NC
Katherine L. Alepa
CRD#: 4115789
Holly Springs, NC

Katherine Alepa (CRD# 4115789) is an Investment Advisor Representative working at Ithaka Financial Planning, LLC in Holly Springs, NC and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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