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Drew Feldman - Verified Fiduciary Advisor
Verified Fiduciary Advisor

Drew Feldman

WideFrame Wealth (via Core Planning)

Min $0
Certifications
APMA®
Specialties
Portfolio Management
Millennials
Tax Planning
Retirement Planning
Investment Planning
Comprehensive Financial Planning
Credit and Debt
Business Owners
Budgeting
Advice by Phone or Web
Generation X/Y
Insurance Planning
Small Business Planning
Retirees
Professionals
Retirement Income Management
Purpose-Driven Careers
Pre-Retirement Couples
Entertainment Professionals
Contact
drew@wideframewealth.com
9461 Charleville Blvd
Beverly Hills, CA 90212
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LinkedIn profile
Professional Details
Individual CRD
8183125
Firm CRD
154660
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About my services

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 even landed directing credits on Hulu,  Lifetime, and REELZ. And yet — even after receiving real money for my creative endeavors — I still couldn’t figure out how to make the math of a creative life actually work. That problem sent me deep into personal finance more than a decade ago. I read non-stop. I mean 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 built WideFrame to help film, TV, and theater professionals turn career breakthroughs into lasting financial stability. 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. 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.

Fee Model
Flat Fee / Retainer

Ongoing Advisory, Investment Management & Strategic Partnership ($7,500/year)

Project-Based Fee

One-Time Comprehensive Financial Plan ($3,000)

Advice-Only / Consultation Fee

Two-Hour Financial Clarity Session ($850)

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Fiduciary Verification

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's best for you.

✓ Fiduciary Verified
Member Since: 06/26
✓ No Commission Products

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Complete Directory of Verified Fiduciary Financial Advisors on Fiduciary Check

Below is the complete list of 39 verified fee-only fiduciary financial advisors who have earned the Orange Check badge on Fiduciary Check. All advisors are legally bound to act in their clients best interests and operate under a fee-only compensation structure.

All Verified Fiduciary Advisors (39 total)

  • Mitch Anderson - Efinancial Alliance, LLC, Franklin, TN. Profile: https://fiduciarycheck.com/advisor/mitch-anderson
  • Igor Aronov (CFP®) - FAR Financial, Brooklyn, NY. Specialties: Advice by Phone or Web, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/igor-aronov
  • Brian Behl - Behl Wealth Management, , . Profile: https://fiduciarycheck.com/advisor/brian-behl
  • Ian Bloom - Open World Financial Life Planning, Raleigh, NC. Profile: https://fiduciarycheck.com/advisor/ian-bloom
  • Warren Burger - Luminary Financial Advisors, Cocoa Beach, FL. Profile: https://fiduciarycheck.com/advisor/warren-burger
  • Todd Calamita - Todd Calamita, Charlotte, NC. Specialties: Wells Fargo Employees. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/todd-calamita
  • Grady Cool (CFA, CFP®) - COOL WEALTH MANAGEMENT, Tempe, AZ. Specialties: Business Owners, Business Succession Planning, Investment Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/grady-cool
  • Andrew Darch (CFP®) - Kinridge Financial, Ottawa, ON. Specialties: Advice by Phone or Web, Budgeting, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/andrew-darch
  • John Davis (EA, CFP®) - JKD Financial, Springfield, MO. Specialties: Retirement Planning, Tax Planning, Portfolio Management. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/john-davis
  • Ryan Derousseau - United Financial Planning Group, Huntington Station, NY. Profile: https://fiduciarycheck.com/advisor/ryan-derousseau
  • Kevin Feig (CPA, CFP®, CFT™) - Walk You To Wealth, Dover, MA. Specialties: Comprehensive Financial Planning, Employment and Employer Plan Benefits, Employer Retirement Plans. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/kevin-feig
  • Drew Feldman (APMA®) - WideFrame Wealth (via Core Planning) , Beverly Hills, CA. Specialties: Portfolio Management, Millennials, Tax Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/drew-feldman
  • Steven Fox (CFP®, EA) - AdviceOnly, San Diego, CA. Specialties: Advice by Phone or Web, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/steven-fox
  • Nick Garofalo - Openhanded Wealth, Holly Springs, GA. Specialties: Faith Based Investing, Generation X/Y, Small Business Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/nick-garofalo
  • Uziel Gomez (CFP®) - Primeros Financial, Culver City, CA. Specialties: Budgeting, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/uziel-gomez
  • James Hargrave (CFP®, CLU) - PILLAR FINANCIAL PLANNING, Raymore, MO. Specialties: Business Owners, Small Business Planning, Healthcare. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/james-hargrave
  • Betsy Hutchins (CFP®) - Forward Financial Planning, Germantown, TN. Specialties: Working with Women, Healthcare, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/betsy-hutchins
  • Ryan Langan (CFP®) - Your Path Fi, West Chester, PA. Specialties: Baby Boomers, Tax Planning, Social Security Planning. Minimum Investment: $1000000. Profile: https://fiduciarycheck.com/advisor/ryan-langan
  • Christopher Lazzaro (ChFC®, RICP) - Plan For It Financial, LLC, Salem, MA. Specialties: Retirement Planning, Retirement Income Management, Retirees. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/christopher-lazzaro
  • Shalina Martos (CFP®) - Martos Wealth Management LLC, Bellevue, WA. Specialties: Business Owners, Comprehensive Financial Planning, Divorce Planning. Minimum Investment: $1000000. Profile: https://fiduciarycheck.com/advisor/shalina-martos
  • Ben Mayhew - Aergo Financial Planning, Halifax, NS. Profile: https://fiduciarycheck.com/advisor/ben-mayhew
  • Jonathan McAlister - Kimery Wealth Management, Memphis, TN. Profile: https://fiduciarycheck.com/advisor/jonathan-mcalister
  • Skee Orr (CFP®, AIF®) - Kinetic Wealth, Knoxville, TN. Specialties: Baby Boomers, Business Owners, Business Succession Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/skee-orr
  • Cristina Perez (CFP®) - MINDFUL MILLIONS MANAGEMENT PLLC, Phoenix, AZ. Specialties: Business Owners, Small Business Planning, Retirement Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/cristina-perez
  • Andrew Polzin (CFP®) - Behl Wealth Management, Delafield, WI. Specialties: Comprehensive Financial Planning, Face-to-Face Advice, Advice by Phone or Web. Minimum Investment: $250000. Profile: https://fiduciarycheck.com/advisor/andrew-polzin
  • Curtis Pope - Pope Wealth Planning, Tarrytown, NY. Profile: https://fiduciarycheck.com/advisor/curtis-pope
  • Ben Poulos (CFP®) - B&E FINANCIAL SERVICES, Phoenix, AZ. Specialties: Business Owners, Business Succession Planning, Small Business Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/ben-poulos
  • Josh Radman (CFP®, EA, MBA) - Presidio Advisors LLC, Denver, CO. Specialties: Executives, Stock Options/Restricted Stock, Taxation. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/josh-radman
  • Aaron Randak (EA) - GOLDEN ACRE WEALTH MANAGEMENT, Scottsdale, AZ. Specialties: Business Owners, Comprehensive Financial Planning, Tax Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/aaron-randak
  • Steve Stanganelli (CFP®, CRPC, AEP, CCFC) - Clear View Wealth Advisors LLC, Amesbury, MA. Specialties: Advice by Phone or Web, Baby Boomers, Business Owners. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/steven-stanganelli
  • Brian Tegtmeyer (CFP®) - Truly Prosper Financial Planning LLC, Dublin, OH. Specialties: Baby Boomers, Retirees, Retirement Income Management. Minimum Investment: $1000000. Profile: https://fiduciarycheck.com/advisor/brian-tegtmeyer
  • Jonathan Vance (CFP®, EA) - Vance Financial Planning, Springfield, MO. Specialties: Advice by Phone or Web, Baby Boomers, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/jonathan-vance
  • Ryan Veldhuizen (CFP®) - Catalyze Wealth Management, Carmel, IN. Specialties: Business Owners, Comprehensive Financial Planning, Estate Planning. Minimum Investment: $1000000. Profile: https://fiduciarycheck.com/advisor/ryan-veldhuizen
  • Janet Wan (CFP®, CPFA) - Sierra Pacific Private Wealth, LLC, Pleasanton, CA. Specialties: Comprehensive Financial Planning, Executives, Inheritance. Minimum Investment: $1000000. Profile: https://fiduciarycheck.com/advisor/janet-wan
  • Grant Webster (CFP®, MBA) - Arcadia Private Wealth, Cardiff by the Sea, CA. Specialties: Comprehensive Financial Planning, Investment Planning, Portfolio Management. Minimum Investment: $1000000. Profile: https://fiduciarycheck.com/advisor/grant-webster
  • Philip Weiss (CPA, CFA, RLP®) - Apprise Wealth Management, Phoenix, MD. Specialties: Comprehensive Financial Planning, Divorce Planning, Investment Planning. Minimum Investment: $500000. Profile: https://fiduciarycheck.com/advisor/philip-weiss
  • Aubrey Williams - Open Path Financial, LLC, Goleta, CA. Profile: https://fiduciarycheck.com/advisor/aubrey-williams
  • Patrick Yaghoobians (CFP®) - Noor Financial Services, Los Angeles, CA. Specialties: Bilingual/Multilingual, Debt Management, Credit and Debt. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/patrick-yaghoobians
  • Prudence Zhu (CPA, CFP®) - Enso Financial, PHOENIX, AZ. Specialties: Advice by Phone or Web, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/prudence-zhu

How to Find a Fiduciary Advisor

To search for a specific advisor or filter by location, specialty, or certification, visit the Fiduciary Check advisor directory at https://fiduciarycheck.com/advisors or use the search tools on the homepage at https://fiduciarycheck.com

What is the Orange Check?

The Orange Check is Fiduciary Check verified badge indicating a financial advisor has been independently reviewed and confirmed to operate under a fee-only fiduciary standard. Advisors with the Orange Check are legally obligated to act in their clients best interests and do not receive commissions from product sales.