From Planning To Living LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$6,000⁠-⁠$12,000

“The fixed fee can range between $6,000 and $12,000, depending on complexity and the needs of the client.”

Annual fee

$6,000⁠-⁠$12,000/yr

“Ongoing Financial Planning Ongoing Financial Planning consists of an annual fixed fee ranging from $6,000 to $12,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How From Planning To Living LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Use of Third Party Managers, Outside Managers, or Sub-Advisors (TAMPs) The investment management fee is based on a percentage of assets under management and may be negotiable in certain instances.”
• “The annual advisory fee is paid quarterly, in advance, based on the market value of Client’s account(s) as of the last business day of the quarter end.”
• “Upon termination of any account, the fee will be prorated and any unearned fee will be refunded to the client.”

How From Planning To Living LLC’s fees compare

• Its flat or project fee of $6,000-$12,000 is above the California median of $5,000. 76% of the 796 other California planners that publish a flat or project fee charge less.
• Its annual fee of $6,000-$12,000 spans the California median of $6,250. 62% of the 224 other California planners that publish an annual fee charge less.

About From Planning To Living LLC

• Principal: Michael D. Izbotsky
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

34

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$6,201,205

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

298471

Website

fromplanningtoliving.com (opens in new tab)

Phone

(818) 359-1219

Other planners in California that publish fees

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• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000

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