Barry Reuel Korb

CFP

Lighthouse Financial Planning, LLC

17 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningInsurance Planning

Lighthouse Financial Planning, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

16 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$22.0M

Fee Structure

Minimum Annual Fee:$10,000

Location

Potomac, MD

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Barry is a passive, 2% owner of Susan RLD Enterprises LLC, a real estate management firm owned by his daughter. He spends minimal time on this non-investment related business.

Employment History

Current Registrations

Lighthouse Financial Planning, LLC

April 2008 - Present · 17 yrs 10 mos

State Registrations2 states

MDVA

Advisor

Exams

No exam information available for this advisor.