IWC FINANCIAL PLANNING

Phone

956-683-1818

Fax

956-683-1811

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

8 total employees; 3 advisory reps; 12 broker-dealer reps

Clients

11-25

Fees

Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-06

Disciplinary history

No