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.
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.
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
© 2026 Warmer Holdings Inc. (“Warmer”)