Holdfast Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$81,172,267
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
164
17% 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
164
Very HighAverage account size
$494,953
About
Holdfast Wealth Management provides discretionary and non-discretionary asset management, financial planning, and consulting services to individual and high-net-worth clients. The firm also acts as a co-advisor to other managers and offers services that support retirement plans and charitable planning for organizations.
The firm’s investment approach emphasizes customized asset allocation tied to client goals, time horizon, and risk tolerance, with account reviews performed at least semi-annually and fundamental analysis used in security selection. HWM implements strategies through model portfolios and may engage sub‑advisors and platforms (including co-advisory relationships with Beacon, use of Orion, American Funds Service Company, Invesco, and Legacy Portfolio models), and it can consolidate unmanaged assets for reporting.
What distinguishes the firm from many peers is that the principal maintains affiliated outside businesses — a law practice and insurance agency — and discloses the resulting potential conflicts of interest and external compensation. The firm’s explicit role in plan-level co-advisory work (including coordination with plan record‑keepers) and documented relationships with charitable organization clients are also notable relative to typical independent advisers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Wealth management
Fee options
$1,000 to $2,000 for full financial plan
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.60% annually $2,000,000+: 0.30% annually
$150 per hour
Main office location
Holdfast Wealth Management, LLC
Austin TX, United States
Number of offices
2
Most active in
Holdfast Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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 active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
Forms ADV
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