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
Series 65
Industry experience
8 years
Corey Houchins Witt is a financial advisor with Carrie Houchins-Witt Tax and Financial Services LLC in Coralville, Iowa. He holds a Series 65 designation and has seven years of industry experience. He has been with the firm since 2015. The firm primarily serves individual clients, focusing on pre-retirees, retirees, and clients navigating divorce. It offers fee-only hourly financial planning alongside tax and accounting services, emphasizing diversified, low-cost index funds and ETFs, tax-efficient strategies, and comprehensive financial plans without discretionary asset management.
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 LLC
2015 - Present (11 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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Pira Wealth Management
CFP®, Series 66
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Lane Family Wealth Management
CFP®
Coralville, IA
Carrie Houchins-Witt Tax and Financial Services LLC
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