Anthony Poehling
Holleyjo Wealth Advisors · Edina, Minnesota
Anthony Poehling is a fee-only financial advisor at Holleyjo Wealth Advisors in Edina, Minnesota, who holds the CFP credential. Holleyjo Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Holleyjo Wealth Advisors |
|---|---|
| Based in | Edina, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $6.7M across 43 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 4802622 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.holleyjo.com |
How Anthony's firm compares
- Holleyjo Wealth Advisors's average account is about $155,000, from its Form ADV (assets managed divided by 43 accounts).
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Questions about Anthony
Is Anthony Poehling a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Holleyjo Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anthony charge for financial advice?
Anthony's firm, Holleyjo Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Anthony Poehling based?
Anthony Poehling is based in Edina, Minnesota.
What credentials does Anthony Poehling hold?
Anthony Poehling holds the CFP credential.
Is Anthony Poehling registered with the SEC?
Yes. Anthony Poehling is registered as an investment adviser representative in MN (CRD 4802622), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Holleyjo Wealth Advisors manage?
Holleyjo Wealth Advisors reports $6.7M across 43 accounts in assets under management.
How do I contact Anthony Poehling?
Through Anthony's website, www.holleyjo.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Edina
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
- 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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