

Drew Feldman
WideFrame Wealth
Beverly Hills, CA 90212
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
Ongoing Financial Planning + Investment Management ($9,000/year)
Comprehensive Financial Plan ($4000), Cash Flow Coaching ($2,500)
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RELATIONSHIP SUMMARY
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Books

Money for Makers
The Financial Playbook for Creators & Entrepreneurs
By Drew Feldman (2026)
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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.