Holton & Kosanke Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Holton & Kosanke Wealth Management, LLC provides financial planning and investment consultation to individuals (including high‑net‑worth clients), small businesses, and retirement plan sponsors, delivering written comprehensive or modular plans and ongoing review services. The firm also offers complimentary educational workshops on personal finance and investing and assists plan sponsors with ERISA §3(21) services.
Rather than managing securities accounts directly or taking custody of client assets, the firm typically recommends and monitors pre‑screened third‑party investment managers who assume discretionary authority for portfolios. Holton & Kosanke employs a blend of fundamental, technical, charting and cyclical analyses to inform planning and investment recommendations and conducts regular client reviews to update plans.
Noteworthy aspects of the firm include its routine, no‑fee educational seminar sessions and its operational model that favors planning, coordination, and third‑party manager referrals over in‑house portfolio management, which is less common among peers. The brochure discloses that principals are licensed insurance agents and that the firm receives portions of third‑party manager fees, matters the firm identifies as potential conflicts it seeks to manage.
Client services
Expertise
Occupation focus
Fee options
$0+: Third-party investment manager fees range from 0.50% to 2.00% annually $0+: Firm portion of third-party fees: 0.25% to 1.25% annually $0+: Retirement plan services asset-based fees range from 0.50% to 2.00% annually $0+: Firm portion of retirement plan fees: 0.25% to 1.25% annually
Commission income earned by licensed insurance agents on sale of insurance and annuity products; not charged by the advisory firm for advisory services
Minimum fee: Upfront planning fee ranges from $1,800 to $20,000; deposit of $600 or half of upfront fee required Fee-only: Financial planning monthly or quarterly fees ranging from $150 to $3,125 per month or $450 to $9,375 per quarter; generally based on 0.25% of net worth
Main office
Tucson AZ
Advisors at this office
3
Most active in
Arizona · California · Colorado · Maryland · Nevada · Oregon · Texas
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
Quick links
Advisors at this firm
Quinton H
CFP®, ChFC®, Series 63, Series 65
Tucson, AZ
Holton & Kosanke Wealth Management, LLC
Quinton Holton is a financial advisor with Holton & Kosanke Wealth Management, LLC, holding the CFP® and ChFC® designations and possessing 29 years of industry experience. He previously worked at Next Financial Group Inc for 11 years before joining his current firm in 2017. Holton is also an independent insurance agent, offering insurance products through unaffiliated issuers. Holton & Kosanke Wealth Management serves individuals, small businesses, and retirement plan sponsors by providing financial planning, investment consultation, and retirement-plan advisory support. The firm emphasizes comprehensive planning and refers clients to third-party investment managers, maintaining an advisory role without directly managing client assets.
Peter K
CFP®, Series 66
Tucson, AZ
Holton & Kosanke Wealth Management, LLC
Peter Kosanke Jr. is a CFP® professional with 27 years of industry experience, currently serving at Holton & Kosanke Wealth Management, LLC since 2017. He previously worked with Next Financial Group Inc. and operated his own advisory firm, Peter Kosanke LLC. He is also an independent insurance agent offering insurance products through unaffiliated providers. Holton & Kosanke Wealth Management provides financial planning and investment consultation to individuals, small businesses, and retirement plan sponsors. The firm emphasizes written comprehensive or modular plans, educational workshops, and referrals to pre-screened third-party investment managers who hold discretionary authority over client portfolios.
Isaac H
Series 65
Tucson, AZ
Holton & Kosanke Wealth Management, LLC
Isaac Holton is a financial advisor at Holton & Kosanke Wealth Management, LLC in Tucson, AZ. He holds a Series 65 designation and has one year of industry experience, including prior roles at EagleBank. Holton & Kosanke Wealth Management provides financial planning and investment consultation to individuals, small businesses, and retirement plan sponsors, often recommending and monitoring third-party investment managers. The firm offers educational workshops and emphasizes planning and coordination rather than direct portfolio management.
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