HOLISTIC FINANCIAL PARTNERS, LLC
Firm details
- Headquarters
- INDIANAPOLIS, Indiana
- CRD number
- 170913
- Registered since
- April 17, 2014
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI60.09%
- Individuals39.91%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Holistic Financial Partners, LLC is an independent registered investment adviser organized as an LLC and operating since 2014. The firm serves individual and family clients, providing financial planning and portfolio management for both personal and small-business/institutional accounts. Its fee model combines percentage-of-AUM billing with fixed fees. The firm is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor. Advisory services focus on customized planning and discretionary portfolio management rather than multi-state or related-adviser platforms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Public Funds/Mutual Funds20%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Contacts
2 of 2JASON LLEWELLYN
PresidentCRD 4572238
ANDY ARMSTRONG
Financial Advisor and Registered RepresentativeCRD 4448534
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 63Active vs passive
$232M in ETFs
77%
$177M
22%
$54.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $13.8M | 558,092 | 5.96% |
Location
INDIANAPOLIS, IN
MARION
Location
INDIANAPOLIS, IN
Headquartered in INDIANAPOLIS, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- MARION
- Address
- 9959 Crosspoint Blvd
- Time zone
- ET (UTC-5)
- Office locations
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