Von Holt Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Von Holt Financial Advisors is an independent, fee-only registered investment adviser that provides discretionary portfolio management and ongoing financial planning to individual and trust clients. The firm reports managing about $107.3 million for roughly 64 clients and generally requires a $250,000 account minimum while coordinating with clients’ estate, tax and insurance advisors at no additional charge.
The firm implements Modern Portfolio Theory as its investment framework and invests client assets primarily in no-load mutual funds and exchange-traded funds, using fundamental and cyclical analysis to select funds. Accounts are managed on a discretionary basis with quarterly monitoring, regular reporting that compares performance to bond, U.S. and global equity benchmarks and CPI, and trades executed through Charles Schwab as the exclusive custodian.
Von Holt is a small, family-run practice with a long-tenured principal (practicing since the early 1990s) and a younger CFP on the advisory team, a combination that may affect succession and client continuity planning. The firm does not offer wrap-fee programs, states it receives no third‑party commissions or revenue sharing for fund selection, has written proxy-voting procedures, and will sometimes negotiate flat fees or waive fees for immediate family in specific situations.
Client services
Expertise
Fee options
Flat dollar fee in lieu of percentage fee may be proposed and fees are negotiable depending on assistance level.
$0 - $1,000,000: 1% $1,000,001+: 0.75%
Account minimum: $250,000 Fee-only: Fee-only financial advisory firm with no commissions or external compensation.
Main office
50 N. Brockway Street, Suite 4 5
Palatine IL 60067
Advisors at this office
2
Most active in
Illinois
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
Brock V
CFP®, Series 65
Palatine, IL
Von Holt Financial Advisors, Inc.
Brock Von Holt is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has worked at Von Holt Financial Advisors, Inc. since 2018. Von Holt Financial Advisors is an independent, fee-only registered investment adviser that provides discretionary portfolio management and ongoing financial planning to individual and trust clients. The firm manages approximately $107 million, employs a Modern Portfolio Theory investment framework, and primarily uses no-load mutual funds and ETFs.
Albert V
CFP®, Series 65
Palatine, IL
Von Holt Financial Advisors, Inc.
Albert Von Holt is a CFP® and Series 65-licensed financial advisor with 23 years of industry experience. He has been the principal of Von Holt Financial Advisors, Inc. since 1992. The firm is an independent, fee-only registered investment adviser that provides discretionary portfolio management and financial planning to individual and trust clients. Von Holt Financial Advisors manages client assets using Modern Portfolio Theory, primarily investing in no-load mutual funds and ETFs, and coordinates with clients’ estate, tax, and insurance advisors.
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