How does the advisor help clients – Key Takeaways:
HOLDEN WEALTH MANAGEMENT, INC. is a reputable financial advisory firm that provides personalized wealth management services to its clients. Their team of experienced advisors are dedicated to helping individuals and businesses achieve their financial goals through strategic planning and prudent investment management.
Facts and Insights
Founded in 2001, HOLDEN WEALTH MANAGEMENT, INC. has over 20 years of experience in the financial industry. Since its inception, the firm has been committed to putting their clients’ interests first and providing them with sound financial advice. As of 2021, they have over $500 million in assets under management and employ a team of 10 financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2001 | 10 | $500 million |
Financial Services Offered
HOLDEN WEALTH MANAGEMENT, INC. offers a wide range of financial services to cater to the unique needs of each client. These services include investment management, retirement planning, tax planning, estate planning, risk management, and more. Their team of advisors carefully evaluates each client’s financial situation and provides customized solutions to help them reach their financial objectives.
Client Types
The firm serves a diverse range of clients including individual investors, high-net-worth individuals, small businesses, and corporations. They understand that each client has different financial needs and goals and tailor their services accordingly.
Fees & Compensation
HOLDEN WEALTH MANAGEMENT, INC. operates on a fee-based compensation structure, which means that they charge a percentage of the assets they manage on behalf of their clients. This aligns their interests with their clients’ and ensures that they are always working towards helping their clients’ portfolios grow. They are transparent about their fees and do not receive commissions or incentives for selling specific products.
Background
HOLDEN WEALTH MANAGEMENT, INC. was founded by John Holden, a seasoned financial advisor with over 30 years of experience in the industry. He holds several professional designations, including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU), demonstrating his expertise in the field of finance. Along with his team of advisors, he is dedicated to providing top-notch financial planning and investment management services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, HOLDEN WEALTH MANAGEMENT, INC. is legally obligated to disclose any potential conflicts of interest or disciplinary actions on their part. According to the most recent Form ADV filed with the Securities and Exchange Commission, the firm has no disclosures to report, indicating their commitment to ethical and transparent practices.