Holdfast Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$81,172,267
Clients
164
Advisors
1
of 1 employees
About
Holdfast Wealth Management provides discretionary and non-discretionary asset management, financial planning, and consulting services to individual and high-net-worth clients. The firm also acts as a co-advisor to other managers and offers services that support retirement plans and charitable planning for organizations.
The firm’s investment approach emphasizes customized asset allocation tied to client goals, time horizon, and risk tolerance, with account reviews performed at least semi-annually and fundamental analysis used in security selection. HWM implements strategies through model portfolios and may engage sub‑advisors and platforms (including co-advisory relationships with Beacon, use of Orion, American Funds Service Company, Invesco, and Legacy Portfolio models), and it can consolidate unmanaged assets for reporting.
What distinguishes the firm from many peers is that the principal maintains affiliated outside businesses — a law practice and insurance agency — and discloses the resulting potential conflicts of interest and external compensation. The firm’s explicit role in plan-level co-advisory work (including coordination with plan record‑keepers) and documented relationships with charitable organization clients are also notable relative to typical independent advisers.
Client services
Expertise
Fee options
$1,000 to $2,000 for full financial plan
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.60% annually $2,000,000+: 0.30% annually
$150 per hour
Main office
Austin TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Holdfast Wealth Management, LLC · Law Office Of John Dapper
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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