# IWC Financial Planning

> IWC Financial Planning is a state-registered investment advisory firm in Edinburg, TX, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated March 6, 2026.

- CRD: 172090
- Filed as: IWC FINANCIAL PLANNING
- Legal name: IMA Live, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Edinburg, TX
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/172090
- AdvisorCensus page: https://advisorcensus.com/firm/iwc-financial-planning-edinburg-tx-172090

## Quick answers

**How is IWC Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), IWC Financial Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is IWC Financial Planning located?**
IWC Financial Planning's principal office is in Edinburg, TX, according to its Form ADV.

**Is IWC Financial Planning registered with the SEC or a state?**
IWC Financial Planning is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 172090.

**Does IWC Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/172090

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2017 (9 years)
- Employees: 8 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- iwcplan.com
- Facebook @Independent-Wealth-Consultants-164027157016777
- LinkedIn @independent-wealth-consultants
- X @AlbertLLopez1
- YouTube @independentwealthconsultan1212

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. IWC Financial Planning (CRD 172090): Form ADV filing data as of October 2026.