CRD: 329045
Educated Financial Planning
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- 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.
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Investment Themes
Investment Vehicles
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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