Advisor at Holleyjo Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Holleyjo Wealth Advisors
Location
Edina, MN
Credentials
CFP®, Series 65
Industry experience
9 years
Anthony Poehling is a CFP® and Series 65 credentialed financial advisor with nine years of industry experience. He is the sole advisor at Holleyjo Wealth Advisors, an independent registered investment adviser based in Edina, MN. Poehling has previously worked at Fulcrum Learning Systems, Inc. and operated Poehling Capital Management, Inc. Outside of his advisory work, he serves as a lead trainer for the Foundation for Teaching Economics, conducting experiential education trainings with high school students. Holleyjo Wealth Advisors provides discretionary investment management, financial planning, and ongoing consulting to a diverse client base including individuals, trusts, pension plans, charitable organizations, and business entities. The firm employs a combination of fundamental, quantitative, and qualitative analysis, utilizing long-term core holdings alongside selective short-term trades, asset allocation, and options strategies when appropriate.
Based on Holleyjo Wealth Advisors
$1,500 annual fixed fee for ongoing financial consulting services
$0 - $1,000,000: 0.9% $1,000,000.01 - $5,000,000: 0.6% $5,000,000++: 0.3%
$150 per hour for financial planning and short-term financial consulting
Account minimum: $100,000 Fee-only: Investment management fees from 0.3% to 0.9% based on AUM; Financial planning $150/hour; Financial consulting $150/hour or $1,500 annual fixed fee
Edina, MN
Minnesota
Colorado Road LLC
2022 - Present (4 years)
Holleyjo Wealth Advisors
2020 - Present (6 years)
Fulcrum Learning Systems, Inc.
2019 - 2020 (1 year)
Poehling Capital Management, Inc.
2014 - 2019 (5 years)
Foundation for Teaching Econ
2002 - Present (24 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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