HOLISTIC PLANNERS

RIASEC Registered

Total AUM

$14.4M

Discretionary

$13.9M

97% of AUM

Avg account

$281K

Accounts

51

Employees

2

Advisory reps

2

Firm details

Headquarters: Washington, District of Columbia
CRD number: 170933
Website: holisticplanners.com
Custodians: CHARLES SCHWAB & CO., INC., ASCENSUS TRUST, ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals83.28%
HNWI16.72%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Holistic Planners is an independent registered investment advisory firm structured as a Limited Liability Company. The firm primarily serves individual and family clients, offering a range of services that include financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. The firm operates under a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. Holistic Planners does not actively engage in ESG investments and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds50%
Exchange Traded Equities30%
Cash & Cash Equivalents20%

Contacts

2 of 2

BARBARA HOLLIS
FounderCRD 2208181
DEMETRIUS FELDER
FounderCRD 3026253

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: DISTRICT OF COLUMBIA
Address: 1901 Pennsylvania Ave NW
Time zone: ET (UTC-5)
Office locations

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