# Open World Financial Life Planning

> Open World Financial Life Planning is a state-registered investment advisory firm in Raleigh, NC, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 16, 2026.

- CRD: 297350
- Filed as: OPEN WORLD FINANCIAL LIFE PLANNING
- Legal name: Open World Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Raleigh, NC
- Filing period: October 2026
- Form ADV filing dated: February 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297350
- AdvisorCensus page: https://advisorcensus.com/firm/open-world-financial-life-planning-raleigh-nc-297350

## Quick answers

**How is Open World Financial Life Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Open World Financial Life Planning reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Open World Financial Life Planning located?**
Open World Financial Life Planning's principal office is in Raleigh, NC, according to its Form ADV.

**Is Open World Financial Life Planning registered with the SEC or a state?**
Open World Financial Life Planning is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297350.

**How much does Open World Financial Life Planning manage?**
Open World Financial Life Planning reports $11,985,950 in regulatory assets under management in its Form ADV filing dated February 16, 2026 (100% discretionary).

**What types of clients does Open World Financial Life Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (41).

**Does Open World Financial Life 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/297350

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $11,985,950
- Discretionary: $11,985,950
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $11,985,950 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bsky.app/profile/ianhbloom.bsky.social
- openworldfp.com
- Facebook @openworldfp
- LinkedIn @openworldfp
- TikTok @openworldfp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Open World Financial Life Planning (CRD 297350): Form ADV filing data as of October 2026.