Carrie Houchins-Witt Tax & Financial Services LLC
Coralville, Iowa
Carrie Houchins-Witt Tax & Financial Services LLC at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 4 employees and 15 individual clients, 9 of them high net worth.
Facts
| Based in | Coralville, Iowa |
|---|---|
| Website | houchinswitt.com |
| [email protected] | |
| Phone | (319) 358-2854 |
Questions about Carrie Houchins-Witt Tax & Financial Services LLC
How much does Carrie Houchins-Witt Tax & Financial Services LLC charge?
Carrie Houchins-Witt Tax & Financial Services LLC publishes these prices: one-time plan: from $6,000; hourly: $300 an hour. We found this on its website, checked October 28, 2026.
How is Carrie Houchins-Witt Tax & Financial Services LLC paid?
Carrie Houchins-Witt Tax & Financial Services LLC's Form ADV says it is paid by: hourly.
How many advisors does Carrie Houchins-Witt Tax & Financial Services LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Carrie Houchins-Witt Tax & Financial Services LLC, and 1 hold the CFP.
What does Carrie Houchins-Witt Tax & Financial Services LLC specialize in?
Carrie Houchins-Witt Tax & Financial Services LLC's advisors and website list retirement planning, tax planning and divorce financial planning.
Is Carrie Houchins-Witt Tax & Financial Services LLC accepting new clients?
Not at the moment, according to Carrie Houchins-Witt Tax & Financial Services LLC's website, checked October 28, 2026.
Carrie Houchins-Witt Tax & Financial Services LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $6,000 |
|---|---|
| Hourly | $300 an hour |
| How it charges | Hourly · Flat fee · One-time plans or projects |
In the firm's words
"The typical fee for this service is $6,000, based on 20 hours of work at an hourly rate of $300 per hour" source
"This service is billed at $300 per hour." source
"personalized financial planning advice on an hourly or flat-fee project basis" source
"personalized financial planning advice on an hourly or flat-fee project basis" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly |
|---|---|
| Individual clients | 6 |
| High-net-worth clients | 9 |
| Employees | 4 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 29, 2026 |
| SEC record | CRD 171715 |
Advisors at this firm (2)
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