Holistic View Financial, LLC

Overview

Holistic View Financial, LLC is an independent registered investment adviser organized as an LLC that serves individuals and families. The firm structures relationships around financial planning and portfolio management for individuals and small businesses, and it runs educational seminars and workshops as part of its client service mix. Holistic View Financial combines advisory work with accounting-related services, which suggests an integrated approach to tax-aware planning and cash-flow management alongside investment oversight. Investment activity is centered on equities: the firm shows a strong tilt toward exchange-traded equities and uses fee models that include a percentage of assets under management as well as hourly and fixed-fee engagements. The adviser does not position itself as a capital allocator to third-party private funds and is not identified as an active ESG investor. Custody is handled through Charles Schwab & Co., Inc., which supports their trading and reporting needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices