Holland Financial Services, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$67,926,098
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
146
17% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
146
Very HighAverage account size
$465,247
About
Holland Financial Services is an independent advisory firm serving individual and high‑net‑worth clients through ongoing asset management, financial planning, and non‑securities advisory work. The firm reports one primary advisor and manages roughly $75.6 million in client assets while also providing employee benefit and insurance agency services.
The firm offers both discretionary and non‑discretionary portfolio management and may place client assets in Charles Schwab wrap programs or recommended third‑party managers (the brochure cites access to managers such as Ladenburg Thalman). Financial planning is provided on an hourly basis (the brochure discloses a range of $150–$400 per hour) and may cover retirement, tax, estate, and education planning.
What distinguishes Holland from many peers is its dual role as an insurance agency—staff may receive insurance commissions and the firm provides employee benefit services—and its use of educational seminars or workshops as part of client engagement. The brochure also notes a long operating history (formed in 1992) and participation in Schwab’s advisor program, which the firm says provides custody, execution, and practice‑support services that it uses in serving clients.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Wealth management
General retirement planning
Fee options
Blended tiered rates based on asset value in wrap program (specific percentages not disclosed)
Certain employees receive commissions for insurance sales.
$150 to $400 per hour for financial planning and non-securities related advisory services.
Fee-only: Hourly fees ranging from $150 to $400 for financial planning and non-securities related advisory services.
Main office location
Holland Financial Services, Inc.
1 Huntington Road, Suite 804
Athens GA 30606, United States
Number of offices
1
Most active in
Holland Financial Services, Inc. has reported serving >5 clients in these states in the last 12 months.
Georgia · 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:
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.
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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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