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
Washington, DC 20006
Credentials
Series 63, Series 65, Series 66
Industry experience
21 years
Demetrius Felder is a financial advisor at Holistic Planners with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has been involved in multiple ventures, including founding Life Is Great Enterprises, LLC, which provides stationery goods, training services, publishing, and speaking engagements. Holistic Planners Network, LLC serves individual clients, including both high-net-worth and non-HNW households, offering discretionary and non-discretionary asset management along with financial planning and consulting. The firm customizes strategies based on client objectives and employs both fundamental and technical analysis, providing a range of investment approaches from long-term holdings to shorter-term trading and option writing.
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
1901 Pennsylvania Avenue Nw, Suite 900, Pmb 202
Washington, DC 20006
Life is Great LLC
2016 - Present (10 years)
Holistic Planners Network, Llc
2014 - Present (12 years)
The Felder Group
2006 - Present (20 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.
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