Holistic Planners

RIASEC Registered

Total AUM

$14.4M

Discretionary

$13.9M

97% of AUM

Avg account

$281K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Washington, District of Columbia
CRD number: 170933
Website: holisticplannersnetwork.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 adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and offers a mix of fee arrangements, including a percentage of assets under management, hourly billing, and fixed fees. Core advisory services emphasize financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. According to the snapshot, Holistic Planners does not identify as an active ESG investor, is not a capital allocator, and is not designated as a multi-state adviser.