Money Holistics

Overview

Money Holistics is a small, independent registered investment adviser organized as a limited liability company that focuses on individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage activity and maintains an affiliation with an insurance company. Ownership is a mix of a domestic entity and an individual. Fee arrangements are flexible — Money Holistics charges a percentage of assets under management and also offers hourly, subscription, and fixed-fee engagements. The adviser does not identify as an active ESG investor and is not designated as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices