Fee-only adviser · Chevy Chase, MD
Ithaka Financial Planning, LLC
Ithaka Financial Planning, LLC is a fee-only investment adviser registered with the securities regulators of District of Columbia, Massachusetts, Maryland, Texas, Virginia, with its main office in Chevy Chase, Maryland. On its latest Form ADV, filed March 31, 2026, it reports $92M in regulatory assets under management, 55 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: District of Columbia, Massachusetts, Maryland, Texas, Virginia |
|---|---|
| Firm CRD number | 153244 |
| Office | 5425 Wisconsin Ave Suite 600 Chevy Chase, MD 20815 |
| Phone | (301) 968-2381 |
| Website | ithakafinancialplanning.com |
| Regulatory assets under management | $92M ($85M discretionary) |
| Individual clients | 25 non-high-net-worth, 30 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Chevy Chase
- Peakstone Financial Advisors $256M
- Carderock Capital Management, Inc. $677M
- Intervest Ltd $247M
- Personal Financial Partners $21M
- Barrack Yard Advisors, LLC $67M
- HZ Investments Inc. $591M
See all 9 fee-only advisers in Chevy Chase →
Nearby
- Bethesda 35 firms
- Silver Spring 3 firms
- Takoma Park 2 firms
- Cabin John 1 firm
- North Bethesda 4 firms
- Washington 21 firms
- Arlington 26 firms
- College Park 1 firm
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