Ian Bloom
Open World Financial Life Planning
Raleigh, NC 27610
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
How Ian charges
0.65% -> 0.4% annual fee, depending on asset level.
$3,000 to $7,500 per year depending on complexity.
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From the SEC record
Extracted from Ian’s Form ADV filing.
Total clients
41
Average account size
$292,340.24
FORM ADV
PART 2 BROCHURES
Note: These documents were automatically retrieved from the SEC website for transparency and verification purposes.
Books
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.