PlannerFees

Carrie Houchins-Witt Tax and Financial Services LLC fees and pricing

Financial planner in Coralville, Iowa. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 29, 2026, Carrie Houchins-Witt Tax and Financial Services LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“For financial planning services, Carrie Houchins-Witt Tax & Financial Services, LLC is compensated on an hourly basis at a rate of $300 per hour. 3 An initial consultation is provided at no charge.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Carrie Houchins-Witt Tax and Financial Services LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Payment is accepted in the form of check, credit card or cash.”

How Carrie Houchins-Witt Tax and Financial Services LLC’s fees compare

  • Its hourly rate of $300 is above the Iowa median of $250. 66% of the 47 other Iowa planners that publish an hourly rate charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Carrie Houchins-Witt Tax and Financial Services LLC

“Carrie Houchins-Witt Tax & Financial Services, LLC is a fee-only company which offers financial planning services on an hourly basis; and tax preparation services on either an hourly or flat fee basis, depending on the engagement.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 4 employees.
  • Credentials named in the brochure: CFP® and EA.
  • Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

  • Tax planning

Firm details from Form ADV

How the firm is paid
Hourly fees
Charges a % of assets
No
Clients
15
Employees
4
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
171715
Website
twitter.com/carriefinancial (opens in new tab)
Phone
(319) 358-2854

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