Holistic Financial Partners, LLC
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 170913
- Registered since
- April 17, 2014
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI60.09%
- Individuals39.91%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Holistic Financial Partners, LLC is an independent, SEC-registered RIA (registered in 2014) organized as an LLC and owned by an individual. The firm serves primarily individual and family clients, charging a mix of AUM-based fees and fixed fees. It does not operate as a capital allocator, is not positioned as an ESG-focused advisor, and is not registered as a multi-state adviser or pension consultant. Advisory services center on financial planning and discretionary portfolio management. The practice explicitly serves individuals and small businesses as well as businesses or institutional clients, indicating a mix of private-wealth and small institutional mandates delivered through the firm’s advisory platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Public Funds/Mutual Funds20%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Contacts
2 of 2
Jason Llewellyn
PresidentCRD 4572238
Andy Armstrong
Financial Advisor and Registered RepresentativeCRD 4448534
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$149M in ETFs
84%
$124M
13%
$24.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $10M | 80,797 | 6.74% |
Location
Indianapolis, IN
Marion
Location
Indianapolis, IN
Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Marion
- Address
- 9959 Crosspoint Blvd
- Time zone
- ET (UTC-5)
- Office locations
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