Ithaka Financial Planning, LLC

Ithaka Financial Planning, LLC (CRD# 153244) is a financial advisory firm headquartered in Bethesda, MD. They manage $14,524,122 in 67 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $216,778
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, MD, TX

Financial Advisors at Ithaka Financial Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Elizabeth M. Remick
CRD#: 4556879
Bethesda, MD
96
Wealthminder
score

Elizabeth Remick (CRD# 4556879) is an Investment Advisor Representative working at Ithaka Financial Planning, LLC in Bethesda, MD and has over 16 years of experience in the finance industry. Elizabeth Remick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Carolyn N. Ozcan
CRD#: 5766659
5425 Wisconsin Ave, Suite 600, Chevy Chase, MD 20815
93
Wealthminder
score

Carolyn Ozcan (CRD# 5766659) is an Investment Advisor Representative working at Ithaka Financial Planning, LLC in Chevy Chase, MD and has over 7 years of experience in the finance industry.

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