Holistic-Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Holistic-Solutions is a California‑registered advisory firm that provides financial planning and investment consultation to individuals and small businesses, covering cash flow, retirement, tax and estate planning, education funding, employee benefits, and business consulting. The firm offers a complimentary "Get Acquainted" interview and may conduct educational workshops and seminars on topics such as retirement strategies and college funding.
When advising on investments, the firm combines fundamental and technical analysis and commonly uses core‑and‑satellite and Modern Portfolio Theory approaches, preparing investment policy statements as appropriate. Engagements are typically project‑based (broad or modular planning) with implementation and reviews provided on an as‑needed basis; the firm does not provide ongoing discretionary portfolio management itself and may refer clients to third‑party managers who contract directly with the client.
Distinctive features relative to many peers include offering public educational seminars and not reporting any client assets under the firm’s direct management, which aligns with its use of hourly or fixed planning arrangements rather than percentage‑of‑AUM or performance‑based fees. The brochure also discloses that the firm does not charge or receive commissions or 12b‑1 trailer fees and participates in TD Ameritrade Institutional’s advisor support program while maintaining a written Code of Ethics and CFP Board standards.
Client services
Expertise
Fee options
Fixed fees for financial planning and investment consultation ranging from $500 to $4,000 at discretion of the firm
Initial financial planning and investment consultation services charged at $240 per hour; ongoing services at discounted $120 per hour
Fee-only: Hourly fee of $240/hour initially, discounted ongoing hourly fee of $120/hour; fixed fees generally ranging from $500 to $4,000
Main office
Santa Monica CA
Advisors at this office
1
Most active in
California
Also doing business as
Binder Tom Alan · Holistic Solutions · Tom Alan Binder · Tom Binder Fine Arts
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
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