Holton & Kosanke Wealth Management, LLC

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Client assets under management

Clients

127

0% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

About

Holton & Kosanke Wealth Management, LLC provides financial planning and investment consultation to individuals (including high‑net‑worth clients), small businesses, and retirement plan sponsors, delivering written comprehensive or modular plans and ongoing review services. The firm also offers complimentary educational workshops on personal finance and investing and assists plan sponsors with ERISA §3(21) services.

Rather than managing securities accounts directly or taking custody of client assets, the firm typically recommends and monitors pre‑screened third‑party investment managers who assume discretionary authority for portfolios. Holton & Kosanke employs a blend of fundamental, technical, charting and cyclical analyses to inform planning and investment recommendations and conducts regular client reviews to update plans.

Noteworthy aspects of the firm include its routine, no‑fee educational seminar sessions and its operational model that favors planning, coordination, and third‑party manager referrals over in‑house portfolio management, which is less common among peers. The brochure discloses that principals are licensed insurance agents and that the firm receives portions of third‑party manager fees, matters the firm identifies as potential conflicts it seeks to manage.

Client services

Financial planning Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement income strategy Business Financial Management

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0+: Third-party investment manager fees range from 0.50% to 2.00% annually $0+: Firm portion of third-party fees: 0.25% to 1.25% annually $0+: Retirement plan services asset-based fees range from 0.50% to 2.00% annually $0+: Firm portion of retirement plan fees: 0.25% to 1.25% annually

Commissions

Commission income earned by licensed insurance agents on sale of insurance and annuity products; not charged by the advisory firm for advisory services

Other

Minimum fee: Upfront planning fee ranges from $1,800 to $20,000; deposit of $600 or half of upfront fee required Fee-only: Financial planning monthly or quarterly fees ranging from $150 to $3,125 per month or $450 to $9,375 per quarter; generally based on 0.25% of net worth

Main office location

Holton & Kosanke Wealth Management, LLC

Tucson AZ, United States

Number of offices

Most active in

Arizona · California · Colorado · Maryland · Nevada · Oregon

Disclosures

Business activities & affiliations

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.

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

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website (520) 638-7788

Advisors at this firm

Quinton H

CFP®, ChFC®, Series 63, Series 65

Tucson, AZ

Holton & Kosanke Wealth Management, LLC

Quinton Holton is a financial advisor with Holton & Kosanke Wealth Management, LLC, holding the CFP® and ChFC® designations and possessing 29 years of industry experience. He previously worked at Next Financial Group Inc for 11 years before joining his current firm in 2017. Holton is also an independent insurance agent, offering insurance products through unaffiliated issuers. Holton & Kosanke Wealth Management serves individuals, small businesses, and retirement plan sponsors by providing financial planning, investment consultation, and retirement-plan advisory support. The firm emphasizes comprehensive planning and refers clients to third-party investment managers, maintaining an advisory role without directly managing client assets.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement income strategy Business Financial Management Founder/Business Owner

Peter K

CFP®, Series 66

Tucson, AZ

Holton & Kosanke Wealth Management, LLC

Peter Kosanke is a CFP® with 26 years of industry experience, currently serving as a principal at Holton & Kosanke Wealth Management, LLC since 2017. He previously operated his own advisory firm, Peter Kosanke LLC, and worked at Next Financial Group Inc. from 2006 to 2017. In addition to his advisory role, Kosanke is an independent insurance agent offering insurance products through unaffiliated issuers. Holton & Kosanke Wealth Management serves individuals, small businesses, and retirement plan sponsors, providing financial planning, investment consultation, and retirement-plan advisory support. The firm focuses on comprehensive planning and refers clients to pre-screened third-party investment managers, offering educational workshops and ongoing advisory services without managing individual securities accounts or charging fees based on assets under management.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement income strategy Business Financial Management Founder/Business Owner

Isaac H

Series 65

Tucson, AZ

Holton & Kosanke Wealth Management, LLC

Isaac Holton is a financial advisor at Holton & Kosanke Wealth Management, LLC in Kensington, MD, holding a Series 65 designation. He has one year of experience at Holton & Kosanke and two years of prior experience at EagleBank. He was a full-time student from 2016 to 2025. Holton & Kosanke Wealth Management serves individuals, small businesses, and retirement plan sponsors by providing financial planning, investment consultation, and retirement-plan advisory support. The firm focuses on comprehensive and modular planning and coordinates with pre-screened third-party investment managers rather than managing individual securities accounts directly.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement income strategy Business Financial Management Founder/Business Owner

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