A complete list of active advisors currently associated with IWC Financial Planning

Warmer can help you find a great advisor at IWC Financial Planning or one who fits your needs even better.

IWC Financial Planning is a registered advisory firm that delivers financial planning, participant plan consulting, and access to a subscription-based planning website rather than ongoing discretionary asset management; its brochure lists individuals, trusts, businesses, endowments and nonprofit organizations as potential client types. The firm produces written or verbal financial plans and supports implementation without maintaining custody of client assets or participating in wrap-fee programs. The firm’s investment perspective emphasizes asset-class allocation, broad diversification and a largely passive, low-cost indexing approach, with individual securities considered only in specific client circumstances (for example, to address tax consequences). Plans are delivered on a project or subscription basis with recommended plan reviews (typically semiannually) and optional ongoing support through its planning platform rather than continuous portfolio oversight. Noteworthy for a firm in the investment-manager category, the firm makes insurance products available through licensed personnel and may receive commissions if a client purchases coverage, and some personnel have bookkeeping/accounting business ties or ownership interests in bookkeeping-related entities. The firm also relies on non–AUM billing methods — including hourly, flat, and subscription arrangements — and does not use percentage-of-assets-under-management fees, and it refers clients to third-party broker-dealers and dually registered personnel, relationships that can give rise to referral or commission arrangements to consider.

To learn more about the advisors currently working at IWC Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.