IWC FINANCIAL PLANNING

IWC FINANCIAL PLANNING of EDINBURG, TX is an SEC-registered investment adviser (CRD 172090).

Registration

• CRD: 172090
• Type: Registered investment adviser
• Location: 4812 S. JACKSON RD., EDINBURG, TX, 78539
• Phone: 956-683-1818
• Latest filing: 2026-03-06
• Clients: 8

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172090 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search