Ian Kothe-Flescher
1823 Wealth Management · Phoenix, Arizona
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.
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Facts
| Firm | 1823 Wealth Management |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $8.8M across 41 accounts |
| SEC registration | Investment adviser representative in AZ, CA · CRD 5557465 |
| Exams passed | Series 63 (2016) · Series 66 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | 1823wealthmanagement.com |
| Profile |
How Ian's firm compares
- 1823 Wealth Management's average account is about $214,000, from its Form ADV (assets managed divided by 41 accounts).
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Questions about Ian
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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