Carrie Houchins-Witt
Carrie Houchins-Witt is a CFP-designated registered investment advisor at Carrie Houchins-Witt Tax and Financial Services LLC, based in Coralville, IA, with 11 years of industry experience. Carrie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 2 more. Their firm serves 35 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Carrie Houchins-Witt Tax & Financial Services, LLC offers financial planning services at an hourly rate of $300 per hour. An initial consultation is provided at no charge. A $500 deposit is required at the time of signing the engagement letter.
Contact
Carrie Houchins-Witt
Location
1303 5th Street, Suite 207, Coralville, IA, 52241
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Carrie Houchins-Witt Tax and Financial Services LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Carrie earned her Bachelor of Science in theatre from Northwestern University in Evanston, Illinois, and has performed professionally as an actor and musician ever since.