ITHAKA FINANCIAL PLANNING, LLC

Overview

Ithaka Financial Planning, LLC is an independent, individually owned RIA organized as an LLC that provides financial planning and portfolio management primarily to individuals and families, with some services for small businesses. The firm's advisory offering includes comprehensive financial planning, discretionary portfolio management, and educational seminars or workshops. Its fee arrangements are flexible: clients can be billed as a percentage of assets under management, on an hourly basis, or via fixed fees. The firm does not identify as an active ESG investor and does not serve as a capital allocator.

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Public Holdings

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Location & Offices