Advisor at Holistic Planners
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
Holistic Planners
Location
Waldorf, MD
Credentials
Series 63, Series 65, Series 66
Industry experience
25 years
Barbara Hollis is a financial advisor with Holistic Planners Network, LLC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Archer Investment Corporation and Thrivent Investment Management, as well as operating her own financial coaching and insurance consulting businesses. She is involved in insurance sales and tax preparation through her firm, Hollis & Shingler Financial Coaching Essentials, L.L.C. Holistic Planners Network, LLC serves both high-net-worth and non-HNW individual clients, providing discretionary and non-discretionary asset management alongside financial planning and consulting. The firm customizes strategies based on client objectives, utilizing both fundamental and technical analysis, and offers a range of services including investment management, financial plans, and educational seminars.
Based on Holistic Planners
Fixed fees between $500 and $25,000 for financial consulting services
$0 - $250,000: 1.25% annually $250,001 - $500,000: 1.10% annually $500,001 - $1,000,000: 0.90% annually Over $1,000,000+: 0.60% annually
$250 per hour for financial planning services
Account minimum: $250,000 Fee-only: Hourly fee of $250 per hour; Fixed fees between $500 and $25,000 for financial consulting
Waldorf, MD
Maryland
Holistic Planners Network, Llc
2024 - Present (2 years)
Hollis & Shingler Financial Coaching Esentials, L.L.C.
2023 - Present (3 years)
Archer Investment Corporation
2020 - 2023 (3 years)
Sole Proprietor Dba Hollis & Shingler Financial Coaching
2020 - Present (6 years)
Thrivent Investment Management Inc
2017 - 2020 (3 years)
THRIVENT INVESTMENT MANAGEMENT, iNC.
2013 - 2020 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
CFP®, Series 63, Series 65
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G, G, & M Financial Goals
Series 66
Alexandria, VA
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CFP®, Series 66
La Plata, MD
Parker Financial, LLC
Series 63, Series 65
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Investment Initiatives, LLC
CFP®, Series 63, Series 65
Alexandria, VA
Mercantile Advisors, LLC
CFA®, Series 63
Alexandria, VA
Gizaw Capital Management, LLC
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