CRD: 329045
Educated Financial Planning
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-15-2023
- Office Locations
- 1
Office Locations
About Educated Financial Planning
Educated Financial Planning, LLC is an RIA providing fiduciary financial planning tailored to educators. The firm supports retirement and pension planning, student loans, taxes, and investment decision-making, offered through comprehensive planning or one-time financial check-in sessions. Founded by former high school engineering teacher Emily Maretsky, it serves clients in New York and other eligible jurisdictions and uses custodians such as Charles Schwab and Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 33 clients, or 33 clients per representative. That equates to $200.2K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
Emily Elizabeth Maretsky
Chief Compliance Officer, FOUNDER
- CRD
- #7835644
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,606,472 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,606,472 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Educated Financial Planning has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.