MONEY HOLISTICS

Overview

Money Holistics is a small, independent RIA that serves individuals and families with a mix of financial planning and portfolio management aimed at retail and small-business clients. The firm combines advisory services with insurance brokerage, indicating it integrates protection planning alongside investment management. Investment activity is centered on publicly available pooled vehicles — primarily mutual funds — as the core of client portfolios, while the firm also uses third‑party hedge fund managers for alternative exposure. Fee arrangements are flexible and include a percentage of AUM, hourly billing, subscription fees and fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning work. Money Holistics does not describe itself as an ESG investor and does not operate as a multi-state adviser or a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices