A complete list of active advisors currently associated with Holistic Wealth Advisors
Warmer can help you find a great advisor at Holistic Wealth Advisors or one who fits your needs even better.
Holistic Wealth Advisors is an SEC‑registered team of seven advisors managing roughly $278.7 million in discretionary assets for about 642 clients. The firm provides discretionary portfolio management, financial planning (flat‑fee, subscription and hourly options), advisor‑managed wrap and non‑wrap programs, model‑based portfolios, introductions to third‑party investment advisers, and insurance consulting. IARs develop client‑specific asset allocations and manage accounts primarily through custodial platforms at LPL, Schwab, Fidelity and AssetMark, using model portfolios, individual management and, where appropriate, independent managers or third‑party advisory programs (including a wrap offering and the MWP model program); accounts are monitored and rebalanced on an ongoing basis. Financial planning services are offered as one‑time or ongoing engagements and include employer‑sponsored retirement guidance (ESAR), executive planning and sports & entertainment planning, in addition to more typical retirement, estate and tax‑related planning. The firm’s brochure discloses several uncommon features for a team firm: a 15% minority investment by Stansberry Asset Management that provides non‑controlling operational advice on HR, compliance, technology and finance, formal affiliations with other advisers, and sponsorship/participation in wrap fee programs. HWA’s client mix — which the brochure identifies as including governmental plans/municipalities, banks and thrift institutions, insurance companies, other investment adviser clients and even a sovereign wealth fund — together with a meaningful insurance practice (about 20% of firm resources), differentiates it from many peers.
To learn more about the advisors currently working at Holistic Wealth Advisors, 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.
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