Korbitz Financial Planning LLC fees and pricing
Financial planner in Milwaukee, Wisconsin. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Korbitz Financial Planning LLC charges $460 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $460/hr
“Financial Planning and Investment Consultation Services Hourly fees for financial planning and investment consultation services are $460 per hour; billed in six-minute increments, a partial increment is billed as a whole.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Korbitz Financial Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for these services are negotiable at the discretion of the firm principal.”
- “Any engagement fees or project balances are due and payable upon delivery of the plan or advice.”
How Korbitz Financial Planning LLC’s fees compare
- Its hourly rate of $460 is above the Wisconsin median of $300. 86% of the 95 other Wisconsin planners that publish an hourly rate charge less.
- 6 of the 6 other planners in Milwaukee that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Korbitz Financial Planning LLC
“The firm provides fee-only financial planning and investment consultation services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2006 (20 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 110
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 137361
- Phone
- (414) 979-1040
Other planners in Milwaukee that publish fees
- Alliance Wealth Management Milwaukee, Inc.Milwaukee$150-$300/hr
- Allison & Company Financial Counselors, LLCMilwaukee$375-$500/hr
- Dream Bigger Financial, LLCMilwaukee$299, $100-$700/mo
- Hilltop Financial AdvisorsMilwaukee$250/hr, $2,000-$4,000
- Milborn Advisors, LTDMilwaukee$1,000-$10,000
- Prepared Financial PlanningMilwaukee$400/hr, $2,000-$20,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.