A complete list of active advisors currently associated with Holistic-Solutions

Warmer can help you find a great advisor at Holistic-Solutions or one who fits your needs even better.

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.

To learn more about the advisors currently working at Holistic-Solutions, 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
Tom Binder	Santa Monica, CA	6

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support