# Corey Houchins-Witt

> Corey Houchins-Witt is a fee-only financial advisor at Carrie Houchins-Witt Tax and Financial Services in Coralville, Iowa. Carrie Houchins-Witt Tax and Financial Services reports charging hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/corey-houchins-witt/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Carrie Houchins-Witt Tax and Financial Services
- **Based in:** Coralville, Iowa
- **Fee model (firm's Form ADV):** Hourly
- **CRD:** 6909411 (https://adviserinfo.sec.gov/individual/summary/6909411)
- **SEC registration:** Investment adviser representative in IA
- **Exams passed:** Series 65 (2018)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.houchinswitt.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Corey holds no broker registration, and Carrie Houchins-Witt Tax and Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Corey charge for financial advice?

Corey's firm, Carrie Houchins-Witt Tax and Financial Services, reports charging hourly fees on its SEC Form ADV.

### Where is Corey Houchins-Witt based?

Corey Houchins-Witt is based in Coralville, Iowa.

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

Yes. Corey Houchins-Witt is registered as an investment adviser representative in IA (CRD 6909411), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

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

Through Corey's website, www.houchinswitt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6909411): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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