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Drew Feldman

Advisor at Wideframe Wealth — Core Planning

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Los Angeles, CA

Wideframe  Wealth logo

Wideframe Wealth

An office of Core Planning

Firm-wide stats for Core Planning

Total advisors

60

Across 47 offices

Clients per advisor

14 Very Low

Avg AUM per client

$605,570 Typical

HNW client ratio

14% Typical

Why did you become a financial advisor?

I never planned to become a financial advisor. I came up in film and theater, first as an actor, then as a writer, director, and producer. By most outside measures it was working. I won film festival awards, received coveted fellowships, and even landed directing credits on Hulu, Lifetime, and REELZ. And yet — even after receiving real money for my creative endeavors — I still couldn’t figure out how to make the math of a creative life actually work. That problem sent me deep into personal finance more than a decade ago. I read non-stop. I mean thousands of hours dedicated to academic papers, books, podcasts, and forums. It became an obsession. Then, once I managed to turn my own financial life around, I started coaching other artists. And I loved it. I eventually earned the Accredited Portfolio Management Advisor™ designation, wrote Money for Makers: The Financial Playbook for Creators & Entrepreneurs, and expanded coaching into full-service financial planning. In Hollywood, I learned to separate performance from reality. I bring that same instinct to financial advice. Most of what gets sold in the financial services industry is just unnecessary complexity dressed up as sophistication. All to justify a fee. And because I came into this without a big-box firm in my background telling me what to sell, I never had to unlearn any of it. The deeper I’ve gone, the more I’ve come to believe the technical side of planning is only half the work. The other half is what people actually do with money and why. That pulled me toward financial therapy and the psychology of money behavior, and it’s becoming a core part of how I work with clients. I built WideFrame to help film, TV, and theater professionals turn career breakthroughs into lasting financial stability. I help my clients avoid the costly mistakes that can set them back for years. That includes personalized work across the full picture: goal planning, cash flow, tax planning, protection and insurance, estate coordination, and investments. In a world where many advisors default to “S&P 500 and chill,” I build global, evidence-based portfolios with genuine diversification, tailored to each client’s risk tolerance, risk capacity, required return, and broader financial life. I work on a fee-only, flat fee basis which means I don’t earn commissions, I don’t sell products, and I have no incentive to recommend something because it pays me more. The advice my clients get is the advice I give to my own family. If you want someone managing the whole picture with you, I’d love to talk.

About

Drew Feldman is the founder of WideFrame Wealth in Los Angeles, serving nationwide. He is an Accredited Portfolio Management Advisor™ and holds a Series 65 designation.

Flat fee, fee only.

Client services

Based on Wideframe Wealth

Financial planning Portfolio management

Expertise

General tax planning Equity compensation tax strategy Factor investing / smart beta Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Artists or Creative Self-Employed Founder/Business Owner Real Estate Professional

Demographic focus

HENRY (High Earners, Not Rich Yet) Mid-Career Professionals

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Fee options

Flat

$3,500-$12,500

Location

See office

Wideframe Wealth

Los Angeles CA

Advisors at this office

1

Most active in

California · Missouri · New York · Texas

Work history

< 1 year of industry experience

Core Planning

2025 - Present • 1 year

Los Angeles, CA

Self Employed

2024 - Present • 2 years

Los Angeles, CA

Self Employed

2021 - 2024 • 3 years

Pittsburgh, PA

Self Employed

2020 - 2021 • 1 year

Knoxville, TN

Self Employed

2016 - 2020 • 4 years

Plano, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jai P

Series 66

Santa Monica, CA

Archer Investment Corporation

Jai Prabakaran is a financial advisor with Archer Investment Corporation and holds a Series 66 designation. He has four years of industry experience and previously worked at Bankers Life and HD Vest. Prabakaran is also president of Pacific ERP Inc., a technology consulting firm specializing in accounting software and data management, as well as Pacific Taxes and Investments, which provides tax preparation and accounting services. Archer Investment Corporation offers investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary funds. The firm serves clients via a multi-branch, independent-contractor model and manages diversified portfolios with a focus on equities, fixed income, mutual funds, ETFs, and options.

Active portfolio management Options & derivatives strategies
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Fred K

Series 63, Series 65

Venice, CA

Guardian Life

Fred Kettler is a mindful, holistic financial coach and independent financial professional serving Miami, Florida and Southern California, with nearly four decades of experience helping individuals, families, and business owners gain greater clarity, confidence, and peace of mind around their financial lives. Since beginning his career in 1987, Fred has focused on helping clients think beyond products, market returns, or isolated financial decisions. His planning approach is built around four key areas: cash-flow awareness, income and family protection, broadly diversified long-term investing, and retirement income planning. Fred’s work is centered on helping clients better understand where they are today, where they want to go, and how to build a more thoughtful roadmap for the future. His process emphasizes education, stewardship, long-term discipline, and creating dependable income strategies designed to support clients through every stage of life, especially as they approach or move through retirement. Rather than focusing solely on assets under management, Fred helps clients explore the bigger picture: how their savings, investments, insurance, income sources, and retirement goals can work together more effectively. His goal is to help people make more confident decisions, protect what matters most, and move forward with greater financial peace of mind. Fred Kettler is associated with Kettler Financial and has served clients for many years through a personal, relationship-driven planning process. His work is especially suited for individuals and families seeking a thoughtful financial chat, a clearer retirement income strategy, and a more holistic approach to long-term financial wellbeing.

Wealth management Retirement withdrawal strategies Income planning Life insurance needs analysis Retirement income strategy Self-Employed Financial Professional
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Sevada Z

Series 66

Burbank, CA

LPL Financial

Sevada Zadooryan is a financial advisor with LPL Financial in Burbank, CA, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Mechanics Bank, CUSO Financial Services, J.P. Morgan Securities, Bank of America, and Merrill Lynch. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

College savings (529s, UTMA, etc.)
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Joo Hong K

Series 63, Series 65

Los Angeles, CA

Solomon Investment Consulting, Inc.

Joo Hong Kim is a financial advisor at Solomon Investment Consulting, Inc. in Los Angeles, CA, with 25 years of industry experience. He has held roles at the Asian Pacific American Dispute Resolution Center and the Pacific Business Exchange Golf Club. Kim holds Series 63 and Series 65 licenses. Solomon Investment Consulting is a fee-only, single-advisor registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm manages approximately $27.8 million across about ten client relationships, offering discretionary and non-discretionary portfolio management and financial planning based on valuation and fundamental analysis, with a performance-based fee option available to qualified clients.

Active portfolio management
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Max P

CFP®, Series 66

Playa Del Rey, CA

Pashman Financial LLC

Max Pashman is a CFP® professional with eight years of experience in financial advising. He is the principal of Pashman Financial LLC, an independent advisory firm, and has held roles at firms including Nectarine and Origin Financial. Outside of his advisory work, he is involved with Nectarine Financial Inc. as a financial planner. Pashman Financial LLC serves individual and high-net-worth clients with tailored investment management and a range of financial planning services. The firm primarily employs a passive investment approach using model portfolios, index funds, ETFs, and separately managed accounts, and also provides retirement plan consulting and financial education seminars.

General tax planning College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting Founder/Business Owner
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Dominic W

Series 65

Los Angeles, CA

MDW Capital Management Corp.

Dominic Waechter is a financial advisor at MDW Capital Management Corp. in Los Angeles, holding a Series 65 designation with three years of industry experience. He has worked at Hammelman Capital Management LLC and currently maintains roles in accounting at DLD Accountancy, LLP, and in real estate brokerage and property management. In addition to his advisory work, Waechter is a licensed life insurance agent. MDW Capital Management Corp serves individual and high-net-worth clients through a single-advisor practice that oversees approximately $12.5 million in assets. The firm employs a referral and oversight model, matching clients with third-party discretionary managers and monitoring those externally managed portfolios without directly trading client accounts.

Wealth management
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