A complete list of active advisors currently associated with Holistic Financial Planning LLC
Warmer can help you find a great advisor at Holistic Financial Planning LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Holistic Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Westminster, MA
| 3
|
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