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Drew Feldman - Verified Fiduciary Advisor
Verified Fiduciary Advisor

Drew Feldman

WideFrame Wealth

Beverly Hills, CA 90212

5.01 reviewMin $0
About my services

WHO I WORK WITH My clients are primarily actors, directors, writers, showrunners, dancers, designers, and producers who have spent years pursuing ambitious careers in an industry where success can arrive suddenly, income is often unpredictable, and one wrong financial move can sadly cost years of progress. I also work with solopreneurs, small business owners, and couples combining 1099 income with a W-2 paycheck. ABOUT ME I never planned to become a financial advisor. I came up in film and theater, first as an actor, then as a writer, director, and producer. By most outside measures it was working. I won film festival awards, received coveted fellowships, and directed work seen on Hulu, Lifetime, and REELZ. And yet I still couldn’t figure out how to make the math of a creative life actually work. Turns out, it wasn't a money problem. It was a me problem. That realization sent me deep into personal finance more than a decade ago. I read non-stop. Thousands of hours dedicated to academic papers, books, podcasts, and forums. It became an obsession. Then, once I managed to turn my own financial life around, I started coaching other artists. And I loved it. I eventually earned the Accredited Portfolio Management Advisor™ designation, wrote Money for Makers: The Financial Playbook for Creators & Entrepreneurs, and expanded coaching into full-service financial planning. In Hollywood, I learned to separate performance from reality. I bring that same instinct to financial advice. Most of what gets sold in the financial services industry is just unnecessary complexity dressed up as sophistication. All to justify a fee. And because I came into this without a big-box firm in my background telling me what to sell, I never had to unlearn any of it. The deeper I’ve gone, the more I’ve come to believe the technical side of planning is only half the work. The other half is what people actually do with money and why. That pulled me toward financial therapy and the psychology of money behavior, and it’s becoming a core part of how I work with clients. I help my clients avoid the costly mistakes that can set them back for years. That includes personalized work across the full picture: goal planning, cash flow, tax planning, protection and insurance, estate coordination, and investments. In a world where many advisors default to “S&P 500 and chill,” I build global, evidence-based portfolios with genuine diversification, tailored to each client’s risk tolerance, risk capacity, required return, and broader financial life. WideFrame is intentionally built as a small, high-touch practice for people who want a deep, direct relationship with the advisor actually doing the work. I keep the client roster small so you never feel like just another name in a book of hundreds. I work on a fee-only, flat fee basis which means I don’t earn commissions, I don’t sell products, and I have no incentive to recommend something because it pays me more. The advice my clients get is the advice I give to my own family. If you want someone managing the whole picture with you, I’d love to talk.

Asset management

Discretionary

How Drew charges

Flat Fee / Retainer

Ongoing Financial Planning + Investment Management ($9,000/year)

Project-Based Fee

Comprehensive Financial Plan ($4000), Cash Flow Coaching ($2,500)

Client Reviews
5.0
(1 review)
5.0

1 Verified Review

From verified clients

Reviews are submitted by verified current or former clients, verified by email and confirmed by the advisor, and approved by the firm's compliance reviewer before publication. No reviewer was compensated. Reviews reflect individual experiences and do not guarantee future results or that any client will have a similar experience. Advisors cannot choose which verified reviews are shown.

Will A. • Sep 2026

Verified Client

“I cannot speak highly enough about Drew and his services. My family has used a financial advisor from a large, well-known firm for decades and, though they didn't do a terrible job, my wife and I were continually frustrated about their lack of resources, their minimal advice, their lack of granular attention to our situation, and their siloed, non-wholistic approach. When we had questions about the most important financial decisions of our lives (my wife's med school loans and a potential house purchase), our former financial advisor gave us a short phone session where he and a couple other team members voiced their vague analysis of our situation, without providing much solid data or truly helping us figure out how best to approach these scenarios. Conversely, Drew leapt into action and went completely above and beyond in helping us. Firstly, his depth of knowledge in multiple areas of finance is incredible. Secondly, when he doesn't know an answer - he either finds out (and fast!) or he refers you to an expert. Drew did a forensic analysis of every piece of our financial life from our insurance and car coverage, to our checking accounts, to our trust, high yield savings accounts - you name it. He literally collected every possible piece of information about our financial lives and ran multiple analyses of our cash flow for the rest of our lives. He allowed us to compare different mortgage rates, home prices, private vs public school, a million different variables, and explained the outcome of each model. Never in our lives have we had such a clear understanding of our financial situation - and not just now - but for the future, and any possible future that may arise. I would HIGHLY recommend Drew to anyone looking for a clear and comprehensive understanding of their financial situation and an advisor who cares about you as an individual. He is passionate about what he does and always goes the extra mile. Do yourself a favor and sign up for his services ASAP!”

Current client. · No compensation was provided for this review. · No material conflicts of interest reported.

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Public Documents

FORM ADV

Form ADV

RELATIONSHIP SUMMARY

Relationship Summary

Note: These documents were automatically retrieved from the SEC website for transparency and verification purposes.

Books

Money for Makers

The Financial Playbook for Creators & Entrepreneurs

By Drew Feldman (2026)

Buy on Amazon

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Verified fiduciary status

This advisor has been verified as a fiduciary and is legally obligated to act in your best interest. They do not sell commissionable products and their recommendations are based solely on what is best for you.

Fiduciary verifiedNo commission productsMember since 06/26
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