A complete list of active advisors currently associated with Money Holistics

Warmer can help you find a great advisor at Money Holistics or one who fits your needs even better.

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.

To learn more about the advisors currently working at Money Holistics, 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.