Holistic Planners

RIASEC Registered

Total AUM

$15.8M

Discretionary

$15M

95% of AUM

Avg account

$247K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Washington, District of Columbia
CRD number: 170933
Website: holisticplannersnetwork.com
Custodians: CHARLES SCHWAB & CO., INC., ASCENSUS TRUST, ALTRUIST FINANCIAL LLC, IPX, NATIONWIDE SECURITIES, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Holistic Planners is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm concentrates on serving individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its billing model combines a percentage-of-AUM fee with hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, is not a multi-state adviser according to the filing, and does not position itself as a capital allocator or pension consultant.