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Litovsky Asset Management

EST. AUM
$88,395,697

CONTACTS
1

CLIENT ACCOUNTS
65

Firm Details

Metro area Tampa
CRD Number 147647
Website litovskymanagement.com
Client types

Overview

Litovsky Asset Management is a Sarasota, FL-based, fee-only RIA that specializes in retirement plan advisory and investment management for physician and dental practices. Serving as an ERISA 3(38) fiduciary, it custom-builds 401(k) and Cash Balance plans, selects low-cost investment options, and offers ongoing compliance and fiduciary support. Founder Konstantin Litovsky emphasizes flat-fee structures over asset-based charging, ensuring transparent, cost-effective, and client-focused retirement planning, particularly for small and mid-sized medical business owners.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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