# Carrie Houchins-Witt

> Carrie Houchins-Witt is a fee-only financial advisor at Carrie Houchins-Witt Tax & Financial Services LLC in Coralville, Iowa, who holds the CFP, EA and RICP credentials. Carrie charges hourly fees, a flat fee or retainer and a one-time planning fee (one-time plans from $6,000 and $300 an hour) and focuses on retirement planning, tax planning and divorce financial planning.

Page: https://find.wellspent.co/advisors/carrie-houchins-witt/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Carrie Houchins-Witt Tax & Financial Services LLC
- **Based in:** Coralville, Iowa
- **Fee model:** Hourly; Flat fee or retainer; One-time planning fee
- **Fees (firm's website):** one-time plans from $6,000; $300 an hour
- **Accepting new clients:** Not currently (firm's website)
- **Credentials:** CFP, EA, RICP
- **Specialties:** Retirement planning, Tax planning, Divorce financial planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6362751 (https://adviserinfo.sec.gov/individual/summary/6362751)
- **SEC registration:** Investment adviser representative in IA
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://houchinswitt.com

## Frequently asked questions

### Is Carrie Houchins-Witt a fee-only financial advisor?

Yes. Carrie Houchins-Witt is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Carrie's firm.

### How does Carrie Houchins-Witt charge for financial advice?

Carrie Houchins-Witt charges hourly fees, a flat fee or retainer and a one-time planning fee.

### How much does Carrie Houchins-Witt charge?

According to Carrie Houchins-Witt Tax & Financial Services LLC's website, checked October 28, 2026: one-time plans from $6,000; $300 an hour.

### Where is Carrie Houchins-Witt based?

Carrie Houchins-Witt is based in Coralville, Iowa.

### What does Carrie Houchins-Witt specialize in?

Carrie Houchins-Witt's specialties include retirement planning, tax planning and divorce financial planning. Carrie works with retirees and pre-retirees.

### What credentials does Carrie Houchins-Witt hold?

Carrie Houchins-Witt holds the CFP, EA and RICP credentials.

### Is Carrie Houchins-Witt registered with the SEC?

Yes. Carrie Houchins-Witt is registered as an investment adviser representative in IA (CRD 6362751), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Carrie Houchins-Witt?

Through Carrie Houchins-Witt's website, houchinswitt.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38605): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.houchinswitt.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.