Advisor at Holistic Finance LLC
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.
Location
Ninole, HI
Credentials
Series 66
Industry experience
3 years
Michael Wheelwright is a financial advisor at Holistic Finance LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, he serves as an independent contract consultant for Student Loan Tutor LLC and is president of Reorganism LLC, a consulting and media production company. Holistic Finance LLC provides investment advisory and financial planning services to a diverse client base, offering goal- and risk-based strategies tailored to individual time horizons and objectives. The firm supports both high-net-worth and non-high-net-worth households through portfolio management, financial planning, and estate-planning tools.
Based on Holistic Finance LLC
Based on Holistic Finance LLC
Full Financial Plan fees range from $2,500 to $10,000; Estate Planning Support fees from $250 to $5,000
$0 - $5,000,000: 1.00% annually $5,000,000.01 - $15,000,000: 0.75% annually $15,000,000.01+: 0.50% annually
Insurance commissions from sales of investment related products
Consultation Services at $250 per hour
Account minimum: $100,000 Minimum fee: Financial planning ongoing fee minimum $5,000 per year Fee-only: Fixed fees for financial planning: $2,500 to $10,000; hourly consulting $250/hour; estate planning support fees $250 to $5,000
Ninole, HI
Hawaii · Louisiana · South Dakota · Texas · Utah
Holistic Finance LLC
2025 - Present (1 year)
Mass Mutual Investors Services
2023 - 2025 (2 years)
Mass Mutual Investors Services
2022 - 2025 (3 years)
Student Loan Tutor LLC
2021 - Present (5 years)
MassMutual Life Insurance Company
2019 - 2025 (6 years)
Reorganism LLC
2017 - Present (9 years)
Artists for Local Agriculture
2011 - 2017 (6 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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