Advisor at IWC Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Tracy City, TN
Credentials
Series 63, Series 65, Series 66
Industry experience
10 years
Erin Kunz is a financial advisor at IWC Financial Planning with 10 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at LPL Financial since 2019 while also operating as a self-employed advisor since 2015. Outside of advising, Kunz owns Breakthrough Bookkeeping, a bookkeeping business based in Tracy City, Tennessee. IWC Financial Planning provides comprehensive financial planning and participant consulting for individuals, trusts, businesses, endowments, and nonprofit organizations. The firm emphasizes broad diversification and low-cost, passive investment strategies, offering planning services without continuous discretionary asset management and providing insurance solutions through licensed personnel.
Based on IWC Financial Planning
Flat fees up to $15,000, negotiable
Commission received from insurance carriers if client purchases insurance policies; no fee for insurance quotes
$250 per hour, negotiable
Monthly subscription fee up to a total of $15,000 over 12 months; $30 per month for planning website subscription
Fee-only: Monthly subscription up to $15,000 over 12 months; Flat fee up to $15,000 (negotiable); $250/hour hourly fee (negotiable); $30/month planning website subscription (non-negotiable)
Tracy City, TN
Tennessee · Texas
LPL Financial
2021 - Present (5 years)
Self-employed
2015 - Present (11 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
Series 66
Whitwell, TN
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CFP®, Series 63, Series 65
Monteagle, TN
Raymond James & Associates
Tandy Lewis Jr. is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. His prior career background includes managing family assets through a business he owns, TABB EQUITIES LLC. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and investment recommendations primarily through non-discretionary advisory relationships and also supports institutional consulting and public finance activities.
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