Holistic Planners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,354,316
Total clients
51
4% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
26
Average account size
$281,457
About
Holistic Planners Network, LLC serves individual clients, including both high‑net‑worth and non‑HNW households, by providing discretionary and non‑discretionary asset management alongside financial planning and consulting. The firm offers ongoing portfolio management, investment selection and monitoring, and delivers written financial plans that address education planning, retirement income, estate and tax considerations.
The firm tailors strategies to each client’s stated objectives and uses both fundamental and technical analysis to inform investment decisions; disclosed strategies range from long‑term holdings to shorter‑term trading and option writing. Financial consulting can be provided on a one‑time or ongoing basis and is structured to produce completed plans within the timeframe described in the brochure.
What distinguishes the firm is the managing member’s outside business activities: an affiliated insurance agency and a business‑consulting practice that the brochure states will be offered to clients for separate, typical compensation (disclosed conflicts are mitigated by firm policies and fiduciary obligations). The brochure also notes the firm’s use of educational seminars/workshops and custodial/soft‑dollar relationships to obtain research and services—features that are less common among similar small advisory firms.
Client services
Expertise
Fee options
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
Main office location
Holistic Planners
1901 Pennsylvania Avenue Nw, Suite 900, Pmb 202
Washington DC 20006, United States
Number of offices
2
Most active in
District of Columbia · Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
Quick links
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