Holistic Planners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Holistic Planners Network, LLC is a small advisory firm that primarily serves individual clients, including both high-net-worth and non‑HNW households, managing roughly $15 million for about 64 client relationships. The firm offers discretionary and non‑discretionary asset management alongside financial planning and consulting on hourly or fixed‑fee arrangements.
Portfolios and plans are tailored to each client’s goals, time horizon, and risk tolerance, with security selection informed by both fundamental and technical analysis and account reviews conducted on a regular (typically quarterly) basis. Investment strategies noted in the brochure range from long‑term buy‑and‑hold to shorter‑term trading and option writing, and clients may impose written restrictions on investments.
Distinctive features include the firm’s provision of educational services and employer‑focused programs (financial wellness and employee assistance), and its occasional delivery of seminars and workshops — offerings that are less common among peers. The firm also discloses that some representatives have insurance agency relationships and receive external compensation for insurance product sales, a potential conflict the firm says it mitigates through disclosure and fiduciary procedures.
Client services
Expertise
Fee options
Fixed fees for financial consulting services ranging from $500 to $25,000 depending on complexity and client needs
$0 - $250,000: 1.25% annually $250,001 - $500,000: 1.10% annually $500,001 - $1,000,000: 0.90% annually Over $1,000,000+: 0.60% annually
Investment Advisor Representative receives external compensation from sales of investment related products such as insurance as licensed insurance agents.
$250 per hour for financial planning services
Account minimum: $250,000
Main office
See office1901 Pennsylvania Avenue NW, Suite 900, Pmb 202
Washington DC 20006
Advisors at this office
1
Offices (2)
Most active in
District of Columbia · Maryland
Also doing business as
Holistic Planners · Holistic Planners Network, LLC
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.
Forms ADV
Quick links
Advisors at this firm
Barbara H
Series 63, Series 65, Series 66
Waldorf, MD
Holistic Planners
Barbara Hollis is a financial advisor at Holistic Planners with 25 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at firms including Archer Investment Corporation, Thrivent Investment Management, National Planning Corporation, and Ameriprise. Outside of her advisory role, she owns and consults for Hollis & Shingler Financial Coaching Essentials, where she is also involved in life insurance sales and tax preparation. Holistic Planners Network, LLC is a small advisory firm serving individual clients, including both high-net-worth and non-high-net-worth households. The firm offers discretionary and non-discretionary asset management, financial planning, and consulting, with investment strategies tailored to client goals and risk tolerance.
Demetrius F
Series 63, Series 65, Series 66
Washington, DC
Holistic Planners
Demetrius Felder is a financial advisor with Holistic Planners who holds Series 63, 65, and 66 licenses and has 21 years of industry experience. He is the founder and CEO of Life Is Great Enterprises, LLC, a business involved in stationery goods, training services, publishing, and speaking engagements. Felder has been associated with Holistic Planners Network, Keystone/MySecure Advantage/CLC, and The Felder Group over the course of his career. Holistic Planners Network, LLC serves individual clients, including both high-net-worth and non-high-net-worth households, managing approximately $15 million across about 64 client relationships. The firm provides customized asset management and financial planning services with investment strategies ranging from long-term buy-and-hold to shorter-term trading, supplemented by educational programs and employer-focused financial wellness initiatives.
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