Money Holistics
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Money Holistics serves individuals, high‑net‑worth individuals, trusts, estates and businesses, providing discretionary investment management alongside project‑based and ongoing financial planning and consulting. As a solo advisor firm managing roughly $27 million for about 72 clients, it offers fixed‑fee planning engagements ($500–$2,500), hourly planning, and recurring planning arrangements in addition to portfolio management.
The firm’s investment approach is primarily long‑term and discretionary, employing fundamental and technical analysis to construct portfolios of ETFs, mutual funds, individual stocks and bonds and to rebalance or trim positions as needed. Financial planning is integrated into client relationships—ongoing plans include scheduled calls, written action plans and access to software tools—and the firm generally requires $250,000 for ongoing investment relationships (waivable at the advisor’s discretion).
Notable distinctions include a subscription‑style pricing model for ongoing financial planning (a published $99–$1,000 per month range, current standard at $299, with legacy grandfathered pricing) and provision of an affiliated personal‑finance application to clients at no separate charge. The firm’s principal is also a licensed insurance professional who earns commission compensation for insurance and annuity sales (separate from advisory fees), and the advisor discloses ownership ties to a family limited partnership and a software affiliate and addresses those conflicts in its disclosures.
Client services
Expertise
Fee options
Fixed fees for packaged project engagements range from $500 to $2,500.
0.50% to 1.50% annually (negotiable within this range)
Insurance and annuity product commissions earned by principal insurance professional, separate from advisory fees.
Up to $350 per hour for financial planning services.
Recurring ongoing financial planning fees from $99 to $1,000 per month, with current standard plan at $299 per month.
Account minimum: $250,000 Fee-only: Hourly fees up to $350/hour; Fixed fees from $500 to $2,500 for project-based engagements; Ongoing financial planning fees range from $99 to $1,000 per month (standard plan $299/month).
Main office
5611 Campbell Rd
Houston TX 77041
Advisors at this office
1
Most active in
Texas
Also doing business as
Boundless Wealth LLC · Money Holistics
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
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