Holland Investment Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-based, full-discretion investment advisory services to individuals (including high-net-worth), pension plans, corporations and trusts, and also offers 401(k) plan consulting and financial planning. It manages about $64 million in client assets for roughly 37 advisory clients and operates with a two-advisor team while also serving as consultant to employer retirement plans.
Its investment approach is a Global Macro, top‑down allocation process that can allocate across up to four major groups and 19 distinct asset classes, with six risk‑based model strategies plus institutional and opportunistic multi‑asset options. Portfolio implementation is delivered through the firm’s wrap‑fee program (investment management is offered only through that program) and can include ETFs, open‑ and closed‑end mutual funds, individual securities and alternative exposures selected from managers supported by large institutional platforms.
Several features distinguish the firm from many peers: it sponsors and manages only wrap‑fee accounts (a relatively uncommon structure for supported firms) and emphasizes wrapped accounts with no transaction costs within its custodian arrangements. The firm also maintains a long‑standing 401(k) consulting practice with extensive participant education and monitoring, and discloses that an associated financial professional spends a portion of time (about 5–10%) placing commissionable insurance products, an affiliation disclosed as a potential conflict of interest.
Client services
Expertise
Occupation focus
Fee options
Financial planning flat fees generally range from $5,000 to $25,000, negotiable
$0 - $750,000: $7,500 flat fee $750,000 - $1,500,000: 1.00% $1,500,000 - $5,000,000: 0.50% $5,000,000 - $10,000,000: 0.35% $10,000,000 - $20,000,000: 0.25% $20,000,000 - $50,000,000: 0.15% $50,000,000+: Negotiated with Client
$300-$350 per hour for financial planning and consulting services
Account minimum: $100,000 Minimum fee: Minimum $7,500 flat fee for Pension Consulting service for asset levels $0 to $750,000 Fee-only: Financial planning and consulting charged hourly ($300-$350/hour) or flat fee ($5,000-$25,000, negotiable)
Main office
See office4415 Tamworth Road
Fort Worth TX 76116
Advisors at this office
1
Offices (2)
Most active in
Florida · Texas
Also doing business as
Holland Investment Management, Inc. · Pride Financial Advisors
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
Advisors at this firm
Katherine N
Series 63, Series 65
North Richland Hills, TX
Holland Investment Management, Inc.
Katherine Nolte is a financial advisor with Holland Investment Management, Inc. and holds Series 63 and Series 65 licenses. She has 24 years of industry experience, with prior roles at firms including Tamp Advisory Solutions, Trinity Portfolio Advisors, Mass Mutual Investors Services, and Osaic FA. Outside of her advisory duties, she is involved in consulting through Pride Financial Consulting and serves as an insurance agent. Holland Investment Management provides fee-based, full-discretion investment advisory services to individuals, pension plans, corporations, and trusts, managing around $64 million in client assets. The firm uses a Global Macro, top-down allocation approach across multiple asset classes and emphasizes wrap-fee accounts with no transaction costs, while also maintaining a 401(k) consulting practice.
Gary H
Series 63, Series 65
Fort Worth, TX
Holland Investment Management, Inc.
Gary Holland is a financial advisor with Holland Investment Management, Inc. in Fort Worth, TX. He holds the Series 63 and Series 65 designations and has 32 years of industry experience. His prior firms include Citigroup Global Markets, LPL Financial, and WWK Wealth Advisors. Holland Investment Management provides fee-based, full-discretion investment advisory services to individuals, pension plans, corporations, and trusts, managing approximately $64 million in client assets. The firm follows a Global Macro, top-down allocation strategy across multiple asset classes and operates a wrap-fee program while also offering 401(k) plan consulting and financial planning.
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