# Ian Kothe-Flescher

> Ian Kothe-Flescher is a fee-only financial advisor at 1823 Wealth Management in Phoenix, Arizona. 1823 Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/ian-kothe-flescher/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** 1823 Wealth Management
- **Based in:** Phoenix, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $8.8M across 41 accounts
- **CRD:** 5557465 (https://adviserinfo.sec.gov/individual/summary/5557465)
- **SEC registration:** Investment adviser representative in AZ, CA
- **Exams passed:** Series 63 (2016), Series 66 (2021)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://1823wealthmanagement.com

## Frequently asked questions

### Is Ian Kothe-Flescher a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ian holds no broker registration, and 1823 Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ian charge for financial advice?

Ian's firm, 1823 Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Ian Kothe-Flescher based?

Ian Kothe-Flescher is based in Phoenix, Arizona.

### Is Ian Kothe-Flescher registered with the SEC?

Yes. Ian Kothe-Flescher is registered as an investment adviser representative in AZ and CA (CRD 5557465), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does 1823 Wealth Management manage?

1823 Wealth Management reports $8.8M across 41 accounts in assets under management.

### How do I contact Ian Kothe-Flescher?

Through Ian's website, 1823wealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5557465): 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.