Holistic Finance LLC

Overview

Holistic Finance LLC is an independent registered investment adviser organized as an LLC and listed as an SEC-registered adviser in 2025. The firm is owned by an individual and positions itself as a capital allocator serving primarily individual and family clients. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, and selecting outside advisers on clients’ behalf. Holistic Finance also operates as an insurance broker and charges clients via a mix of AUM-based fees, hourly rates, fixed fees and commissions. The firm is a multi-state adviser and does not identify as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices