Carrie Houchins-Witt
Carrie Houchins-Witt Tax & Financial Services LLC · Coralville, Iowa
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.
- $6,000
- One-time plan, from
- $300
- Hourly rate
What Carrie focuses on
Who Carrie works with
- Retirees
- Pre-retirees
How does Carrie's firm compare?
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A one-time plan starts at $6,000, above the US median of $2,000 for fee-only firms that publish prices.
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The hourly rate is $300, in line with the US median of $300 for fee-only firms that publish prices.
Questions about Carrie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Credentials | CFP · EA · RICP |
| SEC registration | Investment adviser representative in IA · CRD 6362751 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | houchinswitt.com |
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Other fee-only advisors in Coralville
Other advisors in Iowa who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Carrie Houchins-Witt Tax & Financial Services LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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