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How does the advisor help clients – Key Takeaways:
Holistic Planners is a team of financial experts that offers personalized and comprehensive financial planning services to help clients achieve their financial goals. They understand that each individual has unique needs and priorities, and they tailor their services to meet those specific needs. The team at Holistic Planners is dedicated to helping clients make informed and confident financial decisions.
Facts and Insights
The team at Holistic Planners has in-depth knowledge and experience in a wide range of financial areas, including investments, retirement planning, tax planning, and estate planning. They use a holistic approach to create customized financial plans for their clients, taking into account their goals, risk tolerance, and financial situation.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 5 years |
Financial Services Offered
Holistic Planners offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance and risk management
Client Types
Holistic Planners serves a diverse range of clients, including:
- Individuals
- Families
- Business owners
- High-net-worth individuals
- Retirees
Fees & Compensation
Holistic Planners charges a fee for their financial planning services, which is based on a percentage of assets under management. They believe this fee structure aligns their interests with those of their clients, as they only earn more when their clients’ investments perform well.
Background
The team at Holistic Planners has a combined experience of over 50 years in the financial industry. They have helped numerous clients achieve their financial goals and build sustainable wealth. Their deep knowledge and expertise in different areas of finance, combined with their dedication to their clients, makes them a reliable and sought-after financial advisor.
Financial Advisor Disclosures to Know
Holistic Planners is a registered investment advisor (RIA) and is regulated by the Securities and Exchange Commission (SEC). This ensures that they act in their clients’ best interests and adhere to strict professional and ethical standards. Additionally, they have no disclosure events to report, indicating a clean and reliable track record.