Holistic View Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Holistic View Financial, LLC is a fee‑only investment adviser serving individuals, families and small businesses, managing roughly $33.5 million for about 26 clients in a single‑advisor practice. The firm offers ongoing comprehensive financial planning, stand‑alone investment management, one‑time plans and ad hoc hourly advisory engagements, and it also provides income tax compliance services including preparation of federal and state returns and audit support.
The firm primarily employs a passive investment approach, constructing diversified portfolios with low‑cost index mutual funds and ETFs, low turnover, and an emphasis on tax efficiency, while developing client‑specific investment policy statements to guide portfolio construction. Ongoing relationships may include discretionary portfolio management with periodic reviews and reporting, and the adviser requires a minimum investable asset threshold for its ongoing advisory services.
What is distinctive about the firm is that its principal holds both CFP and CPA credentials and combines investment advice with tax preparation and IRS/state audit assistance—services that are uncommon among peers. The adviser also conducts educational seminars and speaking engagements and maintains a separate finance/accounting consulting practice (up to about 20% of the principal’s time), which brings additional business‑planning and tax consulting capabilities to its client mix.
Client services
Expertise
Occupation focus
Fee options
$3,000-$6,000 one-time onboarding fee; $2,400-$9,000 annual fee for ongoing financial planning; $6,000-$12,000 for one-time comprehensive financial plan; educational seminars $0-$2,500 per seminar or $0-$250 per participant.
$0 - $2,000,000: 0.75% annually $2,000,000+: 0.50% annually
$350/hour for ad hoc financial advisory services; $250/hour for income tax compliance services.
Ongoing comprehensive financial planning services paid as annual flat fee invoiced monthly in arrears.
Account minimum: $1,000,000 Fee-only: Flat fees for financial planning services and hourly fees; no commissions accepted.
Main office
Jamaica Plain 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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