A complete list of active advisors currently associated with Holland Investment Management, Inc.
Warmer can help you find a great advisor at Holland Investment Management, Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Holland Investment Management, Inc., 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.
You can also browse Holland Investment Management, Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Fort Worth, TX
| 31
| |
North Richland Hills, TX
| 23
|
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")