Ian Bloom
Open World Financial Life Planning · Raleigh, North Carolina
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).
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Who they serve
- Tech employees
- Early-career professionals
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 |
| Assets under management | $12.0M across 102 accounts |
| Credentials | CFP · RLP |
| SEC registration | Investment adviser representative in NC, TX · CRD 6461748 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | openworldfp.com |
| Profile |
How Ian's firm compares
- Ongoing planning starts at $3,000 a year, below the North Carolina median of $4,500 for fee-only firms that publish prices.
- Open World Financial Life Planning's average account is about $118,000, from its Form ADV (assets managed divided by 102 accounts).
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Questions about Ian
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Open World Financial Life Planning 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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