Corey Houchins-Witt
Corey Houchins-Witt is a registered investment advisor at Carrie Houchins-Witt Tax and Financial Services LLC, based in Coralville, IA, with 7 years of industry experience. Corey 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, Investment Management, and 3 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
Corey Houchins-Witt
Location
1303 5th Street, Suite 207, Coralville, IA, 52241
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Carrie Houchins-Witt Tax and Financial Services LLC
State Registrations1 state
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