# Ian Bloom

> Ian Bloom is a fee-only financial advisor at Open World Financial Life Planning in Raleigh, North Carolina, who holds the CFP and RLP credentials. Ian charges an ongoing planning fee and a percentage of assets (ongoing planning from $3,000 a year and 0.65% a year on the first tier of assets managed).

Page: https://find.wellspent.co/advisors/ian-bloom/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Open World Financial Life Planning
- **Based in:** Raleigh, North Carolina
- **Fee model:** Ongoing planning fee; Percentage of assets
- **Fees (firm's website):** ongoing planning from $3,000 a year; 0.65% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $12.0M across 102 accounts
- **Credentials:** CFP, RLP
- **Works with:** Tech employees, Early-career professionals
- **CRD:** 6461748 (https://adviserinfo.sec.gov/individual/summary/6461748)
- **SEC registration:** Investment adviser representative in NC, TX
- **Exams passed:** Series 66 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://openworldfp.com

## Frequently asked questions

### Is Ian Bloom a fee-only financial advisor?

Yes. Ian Bloom is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ian's firm.

### How does Ian charge for financial advice?

Ian charges an ongoing planning fee and a percentage of assets.

### How much does Ian charge?

According to Open World Financial Life Planning's website, checked October 28, 2026: ongoing planning from $3,000 a year; 0.65% a year on the first tier of assets managed.

### Where is Ian Bloom based?

Ian Bloom is based in Raleigh, North Carolina.

### What credentials does Ian Bloom hold?

Ian Bloom holds the CFP and RLP credentials.

### Is Ian Bloom registered with the SEC?

Yes. Ian Bloom is registered as an investment adviser representative in NC and TX (CRD 6461748), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Open World Financial Life Planning manage?

Open World Financial Life Planning reports $12.0M across 102 accounts in assets under management.

### How do I contact Ian Bloom?

Through Ian's website, openworldfp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/44973): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://openworldfp.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.