Drew Feldman, APMA®
Flat-fee financial planning for film, TV & theater professionals
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Serving Clients Nationwide
Flat-fee financial planning for film, TV & theater professionals
Areas of Focus
- Cash Flow
- Equity Compensation Options
- Estate Planning
- Financial Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Drew Feldman, APMA®
Hi, I'm Drew Feldman, Founder and Financial Planner at WideFrame Wealth.I never planned to become a financial advisor.
I came up in film and theater, first as an actor, then as a writer, director, and producer. By most outside measures it was working. I won film festival awards, received coveted fellowships, and directed work seen on Hulu, Lifetime, and REELZ. And yet — even after receiving real money for my creative endeavors — I still couldn't figure out how to make the math of a creative life actually work.
That problem sent me deep into personal finance more than a decade ago. I read non-stop. I mean thousands of hours dedicated to academic papers, books, podcasts, and forums. It became an obsession. Then, once I managed to turn my own financial life around, I started coaching other artists. And I loved it.
I eventually earned the Accredited Portfolio Management Advisor™ designation, wrote Money for Makers: The Financial Playbook for Creators & Entrepreneurs, and expanded coaching into full-service financial planning.
In Hollywood, I learned to separate performance from reality.
I bring that same instinct to financial advice. Most of what gets sold in the financial services industry is just unnecessary complexity dressed up as sophistication. All to justify a fee. And because I came into this without a big-box firm in my background telling me what to sell, I never had to unlearn any of it.
The deeper I've gone, the more I've come to believe the technical side of planning is only half the work. The other half is what people actually do with money and why. That pulled me toward financial therapy and the psychology of money behavior, and it's becoming a core part of how I work with clients.
I built WideFrame to help film, TV, and theater professionals turn career breakthroughs into lasting financial stability.
I help my clients avoid the costly mistakes that can set them back for years. That includes personalized work across the full picture: goal planning, cash flow, tax planning, protection and insurance, estate coordination, and investments. In a world where many advisors default to “S&P 500 and chill,” I build global, evidence-based portfolios with genuine diversification, tailored to each client’s risk tolerance, risk capacity, required return, and broader financial life.
I work on a fee-only, flat fee basis which means I don't earn commissions, I don't sell products, and I have no incentive to recommend something because it pays me more. The advice my clients get is the advice I give to my own family.
If you want someone managing the whole picture with you, I’d love to talk.
*Accredited Portfolio Management Advisor℠ (APMA®) — a professional designation awarded by the College for Financial Planning to advisors who complete advanced training in asset allocation, portfolio construction, risk management, and investment policy. The APMA® curriculum also satisfies the investment planning module of the Certified Financial Planner™ (CFP®) coursework, which I am currently pursuing.
Professional Designations
- Candidate for CFP® certification
Affiliations
- Flat Fee Advisors
Primary Location
Los Angeles, CA
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. I’ll get to know your situation and what you’re looking for. You’ll get to know me, my services, and how we could work together. We’ll both have room to ask questions and decide whether it feels like a fit. I look forward to speaking with you.Offers Investment Management
Yes
About WideFrame Wealth
WideFrame Wealth is a flat-fee, fee-only financial planning practice built for actors, writers, directors, showrunners, dancers, designers, performers, and producers navigating career breakthroughs and sudden wealth moments. We're based in Los Angeles and serve creative professionals and entrepreneurs nationwide.Who We Serve
Our clients are actors, directors, writers, showrunners, dancers, designers, and producers who have spent years pursuing ambitious careers in an industry where success can arrive suddenly, income is often unpredictable, and one wrong financial move can cost years of progress. Our mission is to help film, TV, and theater professionals turn career breakthroughs into lasting financial stability. I also work with solopreneurs, small business owners, and couples combining 1099 income with a W-2 paycheck.
Our Services
We take a flat-fee, holistic approach built around entertainment income. That includes cash flow and spending strategy for variable, lump-sum, and residual income; evidence-based investment management across traditional and alternative asset classes; tax planning around self-employed income, deductions, and entity structure; integration of pensions, residuals, and union or guild benefits into retirement planning; and coordination of insurance, estate planning, and family protection needs.
Transparent Pricing
We publish our pricing openly, with options ranging from a one-time comprehensive plan to ongoing flat-fee planning and investment management, so clients know what they're paying for before they engage us.
Investment advisory services are offered through Core Planning, LLC, an SEC-registered investment adviser.
Education
Oklahoma City University, Bachelor of Fine Arts in Acting, Theater | National Theater Institute, NTI Fall 11, Acting, Directing, Writing
Hobbies and Interests
- Family
- Movies
- Reading
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Content Creators
- Creative Professionals
- Entrepreneurs
- Gen Y / Millennials
- Young Families
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