Holistic Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Holistic Financial Planning provides financial planning and project-based investment reviews to individual clients (other than high-net-worth individuals). The firm offers comprehensive financial planning services that cover personal life factors, cash flow and debt, tax and insurance reviews, estate and retirement planning, and investment analysis.
The firm’s investment work is delivered as a strategic, non-discretionary review: it prepares an Investment Policy Statement and written recommendations after analyzing economic and investment outlooks, asset allocations, and risks, and typically delivers planning recommendations within six months of engagement. Clients are expected to implement and monitor the recommendations themselves; the firm does not take custody of assets, does not provide ongoing discretionary management, and does not charge performance-based fees.
Distinctively for a firm in this category, Holistic Financial Planning operates on an hourly, fee-only basis (hourly fee stated at $200) rather than charging percentage-of-assets-under-management and offers educational seminars, workshops and coaching (fees for seminars listed at $0–$1,500). It also states it does not offer wrap programs or accept third‑party referral compensation, and it makes client education and periodic, on-request reviews a central part of its service model.
Client services
Expertise
Fee options
Educational sessions, seminars, and workshops fees range from $0 to $1,500.
$200 per hour for financial planning, investment services, and coaching.
Fee-only: Hourly fee of $200 per hour for financial planning and investment services; coaching services also at $200 per hour (may be adjusted); educational sessions/seminars/workshops fees range from $0 to $1,500 based on engagement and attendance.
Main office
Westminster MA
Advisors at this office
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Lawyer
They provide legal services, typically billed separately.
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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.
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