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- Custodian
- Assetmark · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-04-2018
- Office Locations
- 1
Office Locations
About From Planning TO Living LLC
From Planning to Living is a fee-only, fiduciary RIA focused on motivated millennials—often $250k+ earners with business or sales backgrounds—delivering comprehensive financial planning (cash flow, wealth building, tax planning) and tax-smart investment management aligned to near- and long-term goals. Based in Los Angeles and serving clients nationwide; advisor is listed with XY Planning Network and NAPFA.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 43 clients, or 43 clients per representative. That equates to $144.2K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on June 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full From Planning TO Living LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL DAVID IZBOTSKY
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #6403831
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,201,205 | -- |
| Total | $6,201,205 | -- |
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Separately Managed Accounts
SMA allocation detail is available
From Planning TO Living LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.