Ithaka Financial Planning, LLC

Updated today

Find your advisor

Client assets under management

$92,160,793

Clients

55% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,675,651

About

Ithaka Financial Planning, LLC serves individuals, high‑net‑worth individuals, personal trusts and estates with integrated financial planning and ongoing portfolio management; the firm also accepts investment‑only, plan‑only and hourly consulting engagements. It reviews held‑away retirement accounts and provides ongoing advice intended to align investment implementation with each client’s financial plan.

The firm’s process centers on a client discovery and written investment policy statement, using Modern Portfolio Theory to design diversified allocations and generally favoring open‑end index funds and ETFs while occasionally holding individual stocks or bonds. Portfolios are monitored and rebalanced on an ongoing basis, and Ithaka acknowledges fiduciary obligations when advising retirement plan accounts.

Noteworthy differences from many peers include the firm’s occasional pro‑bono educational seminars and workshops on financial planning, a practice it says is not marketed but is offered intermittently. Ithaka is a small, fee‑only advisory team (three advisors) managing roughly $92 million for about 55 clients, and it also offers participant account management for held‑away employer plan assets using an order management system (Pontera) to implement tax‑efficient asset location and opportunistic rebalancing.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

General retirement planning Income planning College savings (529s, UTMA, etc.)

Fee options

Fixed

Plan only services offered for a flat fee; specific amounts not stated.

Percentage

$0 - $1,000,000: 1% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.5%

Project-based

Hourly consulting fees billed upon completion of work; deposit up to 50% may be required.

Other

Fee-only: Fee-only advisor, compensated solely by clients based on assets under management.

Main office location

Ithaka Financial Planning, LLC

5425 Wisconsin Ave, Suite 600

Chevy Chase MD 20815, United States

Number of offices

Most active in

District of Columbia · Maryland · Massachusetts · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 301-968-2381

Advisors at this firm

Elizabeth R

CFP®, Series 65

Bethesda, MD

Ithaka Financial Planning, LLC

Elizabeth Remick is a CERTIFIED FINANCIAL PLANNER™ professional with 25 years of industry experience. She has been with Ithaka Financial Planning, LLC since 2010. Ithaka Financial Planning provides integrated financial planning and portfolio management for individuals, high-net-worth clients, and personal trusts and estates. The firm’s approach emphasizes customized portfolios based on Modern Portfolio Theory, using primarily open-end index funds and ETFs, with ongoing monitoring and rebalancing.

General retirement planning Income planning College savings (529s, UTMA, etc.)

Carolyn N

CFP®, Series 65

Chevy Chase, MD

Ithaka Financial Planning, LLC

Carolyn Nunez is a CFP® and holds a Series 65 license with 15 years of industry experience. She has been involved with the UNT PDI CFP Program since 2007. Nunez is based in Chevy Chase, MD, and is affiliated with Ithaka Financial Planning, LLC. Ithaka Financial Planning provides integrated financial planning and portfolio management services for individuals, high-net-worth clients, and personal trusts and estates. The firm emphasizes customized portfolios based on Modern Portfolio Theory and offers a range of engagement options including investment-only and hourly consulting, supported by a small advisory team.

General retirement planning Income planning College savings (529s, UTMA, etc.)

Katherine A

CFP®, Series 65

Holly Springs, NC

Ithaka Financial Planning, LLC

Katherine Alepa is a CFP® with 10 years of industry experience, currently serving as an advisor at Ithaka Financial Planning, LLC. She has been with Ithaka since 2017 and holds a Series 65 license. Prior to her financial planning career, she worked at Food Lion from 2015 to 2016. Ithaka Financial Planning offers integrated financial planning and portfolio management for individuals, high-net-worth clients, and personal trusts and estates. The firm emphasizes customized portfolios based on Modern Portfolio Theory, incorporating index funds, ETFs, and occasionally individual securities, and provides ongoing monitoring, rebalancing, and fiduciary advisory services.

General retirement planning Income planning College savings (529s, UTMA, etc.)

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support