Holland Strategic Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,586,119
Clients
18
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
18
LowAverage account size
$143,673
About
The firm provides financial planning, investment and portfolio management, retirement-plan consulting, and educational seminars and speaking engagements, offering standalone, project-based, and ongoing planning engagements. With a small client base and approximately $2.59 million in discretionary assets, it serves individuals (including high-net-worth clients), corporations, charities, and pension and profit-sharing plans.
For portfolio management the firm relies on passive investment strategies and modern portfolio theory, constructing portfolios from model portfolios available through a Model Marketplace and employing tax-management tools. It manages accounts on a discretionary basis using ETFs, mutual funds, stocks and bonds, and can implement asset allocations through a third-party program provider (DAIC) and Altruist-generated models.
The firm’s principal also conducts non-investment businesses as a licensed insurance agent, mortgage associate, and real estate broker and discloses that commissions from insurance, mortgage, and real estate transactions may create conflicts of interest. The combination of offering educational seminars and non‑ERISA retirement plan consulting, together with these affiliated business activities and use of third‑party implementation programs, distinguishes the firm from many solo independent advisers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
General estate planning guidance
Charitable giving & philanthropy
Retirement income strategy
Passive / index investing
Fee options
Flat fee for stand-alone comprehensive financial planning up to $5,000; flat fees for educational seminars and speaking engagements ranging $0-$5,000 for groups and $0-$500 per participant for singles
$0 - $250,000: 1.50% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,500,000: 1.00% $2,500,000 - $10,000,000: 0.75% $10,000,000+: 0.50%
Commissions received from insurance and real estate sales through affiliated activities, separate from advisory fees
$400 per hour for project-based consulting
Performance-based fee of 10% through Third-Party Program provider (DAIC) for qualified clients; adviser receives half of performance fee
Ongoing financial planning monthly fees ranging from $300 to $3,500 ($500 to $5,500 with tax services); initial preparation fee $500 to $2,000
Fee-only: Fixed fees up to $5,000 for stand-alone financial planning; hourly rate $400 for project-based consulting; ongoing financial planning initial fee $500-$2,000 plus monthly $300-$3,500 (up to $5,500 with tax services)
Main office location
Holland Strategic Wealth Advisors LLC
4275 Executive Square, Suite 200
La Jolla CA 92037, United States
Number of offices
1
Most active in
Holland Strategic Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California · 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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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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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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