Albert Von Holt
Von Holt Financial Advisors · Palatine, Illinois
Albert Von Holt is a fee-only financial advisor at Von Holt Financial Advisors in Palatine, Illinois, who holds the CFP credential. Albert focuses on retirement planning. Von Holt Financial Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Mid-life transitions
Facts
| Firm | Von Holt Financial Advisors |
|---|---|
| Based in | Palatine, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $107.3M across 143 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 2268823 |
| Exams passed | Series 65 (1992) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.vonholt-fa.com |
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Questions about Albert
Is Albert Von Holt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Albert holds no broker registration, and Von Holt Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Albert charge for financial advice?
Albert's firm, Von Holt Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Albert Von Holt based?
Albert Von Holt is based in Palatine, Illinois.
What does Albert specialize in?
Albert's specialties include retirement planning. Albert works with pre-retirees, retirees and mid-life transitions.
What credentials does Albert Von Holt hold?
Albert Von Holt holds the CFP credential.
Is Albert Von Holt registered with the SEC?
Yes. Albert Von Holt is registered as an investment adviser representative in IL (CRD 2268823), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Von Holt Financial Advisors manage?
Von Holt Financial Advisors reports $107.3M across 143 accounts in assets under management.
How do I contact Albert Von Holt?
Through Albert's website, www.vonholt-fa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Von Holt Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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