WideFrame Wealth

Flat-fee financial planning for creators and entrepreneurs. Drew Feldman, APMA®. Fiduciary. Fee-only. No commissions.

Drew Feldman is a Los Angeles-based financial advisor serving creators, founders, freelancers, and entrepreneurs nationwide. Evidence-based, fiduciary financial planning on a flat-fee model.

Services

  • The Map: $4,000 — a one-time comprehensive financial plan, built across five phases over three months in RightCapital.
  • The Road: $9,000/year, billed quarterly — ongoing financial planning and investment management. Investment management is included; no separate AUM fee. At least one meeting a year, with the option to meet more often. Contact at least five times a year: quarterly and on your birthday, plus phone/email access for meaningful questions and decisions.
  • The Runway: $2,500 — cash-flow coaching for irregular income; five meetings over three months. Not a comprehensive financial plan; investment analysis is not included.
  • The Tune-Up: optional support after The Runway, $450/month, month to month.

Specialties

  • Financial planning for irregular income
  • Cash flow management for freelancers and creators
  • Retirement planning for the self-employed
  • Tax strategy for entrepreneurs
  • Evidence-based, factor-based investing
  • Alternative investment strategies, including managed futures, trend following, and long-short equity, when appropriate for a client’s goals and risk profile
  • Flat-fee, fiduciary advice (no AUM percentage, no commissions)

Credentials

Drew Feldman, APMA® (Accredited Portfolio Management Advisor, College for Financial Planning) CFP® in progress — exam November 2026 Investment Adviser Representative of Core Planning (registered investment advisory firm)

Contact

Email: drew@wideframewealth.com Location: Los Angeles, CA — serving clients nationwide

Key Pages