Ian Bloom is a CFP-designated registered investment advisor at Open World Financial Life Planning, based in Raleigh, NC, with 10 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 41 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.65% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.40% |
Maximum fee is $15,000, increasing by 3% annually starting in 2026. Comprehensive financial planning fees will be waived for any clients that also choose to use the investment management service, and whose fees from that service result in a billable revenue of over $3000 per year. In order for this discount to be applied, $3000 or more must have been billed to the client within the previous 12 months or the client must have an aggregate account balance of over $600,000 and have maintained it for one full quarter.
Fee Estimator
Contact
Ian Bloom
Location
Raleigh, NC
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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 →Other Business Activities
Ian is a potential member of the Financial Review Council with Policygenius, reviewing articles for accuracy and is compensated hourly. This activity takes minimal time, approximately 5 hours per month.
Employment History
Current Registrations
Open World Financial Life Planning
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
State Registrations2 states
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
Hi! My name is Ian Bloom. I started my firm, Open World Financial Life Planning because I wanted to serve other nerds, not sell financial products. I focus on systematizing my clients’ financial lives to reduce their stress and worry, so that they can focus on their passions.