Izuchi LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,000
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Izuchi provides financial planning and non‑discretionary investment monitoring and consulting to individuals, trusts, and estates, and offers educational workshops and investment support to clients and the broader community. The firm assists clients in implementing plans by recommending and periodically reviewing self‑directed brokerage accounts (noting common recommendations such as Vanguard, Fidelity, Charles Schwab, and Robinhood) while clients retain trading authority and custody.
The firm’s advisory work is non‑discretionary: Izuchi reviews client portfolios, recommends reallocations, and conducts annual formal reviews but will not obtain trading authority or custody. Its stated analytical methods include fundamental and technical analysis and a range of strategies (long‑ and short‑term purchases, trading, margin, and covered options), and the brochure notes the firm does not accept performance‑based fees and reports no assets under management.
Distinctive operational features highlighted in the brochure include fixed annual planning and project fees with flexible payment platforms (Zelle, PayPal, Zoho) and complimentary educational workshops for engaged planning clients, as well as explicit coordination with external professionals in its Legacy Plan. The firm also discloses non‑advisory outside activities (rental real estate and business support services) and maintains a formal Code of Ethics and procedures for monitoring client accounts.
Client services
Financial planning
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
Social Security optimization
Medicare planning
Fee options
Fees will not exceed $500 per hour based on time and fee amount.
Fee-only: Annual planning fees typically range from $1,400 to $9,000 depending on the plan chosen (Investment Plan - $1,425; Wealth Plan - $3,825; Legacy Plan - $8,925). Project-specific fees typically range from $1,000 to $10,000 based on complexity and time.
Main office location
Izuchi LLC
Beltsville MD, United States
Number of offices
1
Most active in
Izuchi LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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