About my services

Ian Bloom, CFP®, RLP® is a financial life planner and owner of Open World Financial Life Planning. He started the firm in 2018 after years in the industry under much larger firms. Open World was founded with the goal of providing financial life planning for nerds! Specialty: Planning for younger, technically-inclined clients. Focus on cash flow, accumulation, and long-term comprehensive plans. Main Quest: Building a financial life planning firm that allows his clients to free themselves from financial stress so that they can focus on their main quests. Side Quests: Increasing financial literacy in the nerd community, spending time travelling with his wife, and turning the financial planning community into professionals. If you're interested in learning more, check out my website at openworldfp.com or book a meeting via openworldfp.youcanbook.me

Fee Model
Assets Under Management (AUM)

0.65% -> 0.4% annual fee, depending on asset level.

Planning-Only Fee

$3,000 to $7,500 per year depending on complexity.

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Form ADV Information

Information extracted from Form ADV

Total Clients

41

Average Account Size

$292,340.24

Public Documents

FORM ADV

Form ADV

PART 2 BROCHURES

Brochure

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

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