Advisor at Carrie Houchins-Witt Tax and Financial Services LLC
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Firm
Carrie Houchins-Witt Tax and Financial Services LLC
Location
Coralville, IA 52241
Credentials
CFP®
Industry experience
11 years
Carrie Houchins Witt is a CFP® professional with 11 years of industry experience. She has led Carrie Houchins-Witt Tax and Financial Services LLC since 2006. The firm primarily serves individual clients, focusing on pre-retirees, retirees, and those navigating divorce, offering fee-only, hourly financial planning alongside tax and accounting services. Its investment approach centers on broadly diversified, low-cost index funds and ETFs, emphasizing asset allocation, tax-efficient asset location, and tax-sensitive withdrawal strategies within comprehensive financial plans.
Based on Carrie Houchins-Witt Tax and Financial Services LLC
Based on Carrie Houchins-Witt Tax and Financial Services LLC
Based on Carrie Houchins-Witt Tax and Financial Services LLC
Flat fee for tax preparation services depending on the engagement
$300 per hour for financial planning services
Fee-only: $300 per hour for financial planning services; tax preparation services charged hourly or flat fee depending on engagement
1303 5 Th Street, Suite 207
Coralville, IA 52241
Iowa
Carrie Houchins-Witt Tax & Financial Services
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Coralville, IA
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Series 65
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CFP®, Series 65
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Pira Wealth Management
CFP®, Series 66
North Liberty, IA
Lane Family Wealth Management
Series 63, Series 65
Iowa City, IA
Midwestern Financial Group
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