Holcomb Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,562,688
Clients
21
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$264,890
About
Holcomb Financial is an independent, fee-only advisory firm led by a single advisor that serves individuals, small business owners, employer-sponsored retirement plans, and charitable organizations. The firm offers wealth management and investment management, project-based and ongoing financial planning, Personal & Business CFO services for small businesses, and retirement plan consulting and management.
The adviser implements client strategies through asset-allocation frameworks and a mix of long-term passive approaches while also using outside managers and technology-supported model portfolios to construct accounts, typically on a discretionary basis. Clients receive written financial plans and periodic reviews, and the firm uses custodial and reporting platforms and planning dashboards to consolidate monitoring and reporting.
Compared with many peers, the firm highlights several uncommon services: it provides retirement-plan consulting and may act as an ERISA investment manager, runs educational seminars and speaking engagements for groups, and advertises third‑party ratings. It also offers Personal & Business CFO services with dashboard tools and continuous net-worth tracking for small business owners, and operates as a relatively new, small-scale adviser managing under $6 million for a limited number of clients while the sole advisor discloses a separate family business activity.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Income planning
Wealth management
Cash flow / budgeting
Business ownership considerations
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Mid-Career Professionals
Approaching retirement
Fee options
Fixed fees for Project-Based Financial Planning ranging from $500 to $2,000; Educational Seminars fees range from $0 - $2,000
$0 - $749,999: 1.20% $750,000 - $1,999,999: 1.00% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $4,999,999: 0.60% $5,000,000+: Negotiated
$200 per hour for Project-Based Financial Planning
Minimum fee: For Clients with $300,000 or less of assets under management, fixed fee ranging from $200 - $500 monthly; Retirement Plan Consulting minimum quarterly fee of $1,000 Fee-only: Fees are negotiable; fixed or hourly fees for Project-Based Financial Planning ($500 - $2,000 fixed; $200/hour)
Main office location
Holcomb Financial
157 Reinhardt College Parkway, Ste 900
Canton GA 30114, United States
Number of offices
1
Most active in
Holcomb Financial has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
YouTube
Website
770-268-0479
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