# Korbitz Financial Planning

Korbitz Financial Planning is a RIA based in Milwaukee, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Milwaukee, United States
- **Region:** North America
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** https://korbitzfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/korbitz-financial-planning-llc

## Regulatory record

- **CRD number:** 137361
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-30T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/137361

## About

Korbitz Financial Planning is a fee-only firm providing financial planning, individual tax planning, and individual tax preparation to clients throughout Milwaukee and Wisconsin. Services are personalized and objective, with the advisor bound by fiduciary responsibility and receiving no commissions. The firm was established by Eric Korbitz, a CPA, PFS, and CFP® professional.

## People

- Eric Korbitz — CPA, PFS, CFP®

## Related profiles

- [Michael W. Duran, CPA, APC](https://altss.com/profile/michael-w-duran-cpa-apc)
- [Warren Capital Group](https://altss.com/profile/warren-capital-group)

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Last updated: 2026-08-11T15:07:12.582Z

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