Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
4 years
Location
Ninole, HI
Holistic Finance LLC
Supported
Michael Wheelwright is a financial advisor with Holistic Finance LLC in Ninole, HI. He holds a Series 66 designation and has three years of industry experience, including prior roles at Mass Mutual Investors Services and MassMutual Life Insurance Company. In addition to his advisory work, he is president of Reorganism LLC, a consulting and media production business, and serves as an independent contract consultant assisting with student loans through Student Loan Tutor LLC. Holistic Finance serves individual clients, including high-net-worth households, providing discretionary and non-discretionary asset management, comprehensive financial planning, estate-planning support, and retirement plan advisory services. The firm’s investment approach combines fundamental analysis with client-specific objectives and includes strategies such as long-term holdings, trading, model portfolios, and oversight of private placements and alternative investments.
Based on Holistic Finance LLC
Based on Holistic Finance LLC
Full financial plan fees range between $2,500 and $10,000 (negotiable); estate planning support fees range from $1,500 to $5,000; Powers Package and Existing Estate Plan Summary each $300; Attorney review $200, Attorney review plus meeting $500; Binder upgrade $175; Mobile notary upgrades $375-$475; Amendment $150.
$0 - $5,000,000: 1.00% $5,000,000.01 - $15,000,000: 0.75% $15,000,000.01+: 0.5%
Investment Advisor Representatives receive external compensation from sales of investment related products such as insurance as licensed insurance agents.
$250 per hour for consultation services
Ongoing financial planning services fee of 1.00% of AUM or $5,000 per year, whichever is greater, billed monthly in arrears; fees are negotiable.
Account minimum: $100,000
Ninole, HI
Ninole HI
Advisors at this office
1
Hawaii · Louisiana · South Dakota · Texas · Utah
4 years of industry experience
Holistic Finance LLC
2025 - Present • 1 year
Ninole, HI
Mass Mutual Investors Services
2023 - 2025 • 2 years
Lehi, UT
Mass Mutual Investors Services
2022 - 2025 • 3 years
Lehi, UT
Student Loan Tutor LLC
2021 - Present • 5 years
Provo, UT
MassMutual Life Insurance Company
2019 - 2025 • 6 years
Lehi, UT
Reorganism LLC
2017 - Present • 9 years
Provo, UT
Artists for Local Agriculture
2011 - 2017 • 6 years
Salt Lake City, UT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)