Terrell Holman
Advisor at Fmsa
Updated today
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.
About
Terrell Holman is a financial advisor at FMSA with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Issachar Capital Group, Change Path, Horter Investment Management, and Five Rivers Conservation Group. He is also the owner and agent of Holman Financial Solutions, LLC, where he engages in tax reduction strategies and raising capital for real estate development. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and provides discretionary portfolio management alongside comprehensive financial planning.
Fee options
$1.00 - $99,999.00: 2.5000% annually $100,000.00 - $249,999.00: 1.9800% annually $250,000.00 - $749,999.00: 1.5000% annually $750,000.00 - $999,999.00: 1.2500% annually $1,000,000.00+: 1.0000% annually
Up to $175 per hour for financial plans and account reviews not custodied with FMSA
Account minimum: $1.00
Location
Hoschton, GA
Most active in
Terrell H has reported serving >5 clients in these states in the last 12 months.
Georgia
Work history
Issachar Capital Group, LLC
2023 - Present (3 years)
Change Path, LLC
2019 - 2023 (4 years)
Horter Investment Management
2016 - 2019 (3 years)
Five Rivers Conservation Group
2014 - 2019 (5 years)
Holman Financial Solutions, LLC
2007 - Present (19 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Hieu N
Series 63, Series 65
Buford, GA
LegacITree Wealth Management, LLC
Donald S
Series 63, Series 65
Lawrenceville, GA
Winslow Asset Group, LLC
Ahmed M
Series 63, Series 65
Lawrenceville, GA
Wakil Wealth Advisory LLC
Christopher H
CFP®, ChFC®, Series 63, Series 65
Buford, GA
Paramount Investment Advisors
Robert S
CFP®, Series 66
Sugar Hill, GA
Polaris Asset Management, LLC
Tri T
Series 66
Lawrenceville, GA
Elite Wealthcare LLC
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