Money Holistics

Overview

Money Holistics is an independent, SEC-registered limited liability company that serves individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm also operates as an insurance broker and offers multiple fee arrangements, including a percentage-of-AUM model as well as hourly, subscription, and fixed-fee engagements. Money Holistics does not present itself as a multi-state adviser or pension consultant, and it reports no activity as a capital allocator or an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives