Barbara Hollis
Holistic Planners Network · Waldorf, Maryland
Barbara Hollis is a fee-only financial advisor at Holistic Planners Network in Waldorf, Maryland. Holistic Planners Network reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Holistic Planners Network |
|---|---|
| Based in | Waldorf, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Not currently |
| Assets under management | $15.8M across 64 accounts |
| SEC registration | Investment adviser representative in MD · CRD 2208181 |
| Exams passed | Series 63 (1992) · Series 65 (2017) · Series 66 (2004) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.holisticplannersnetwork.com |
How Barbara's firm compares
- Holistic Planners Network's average account is about $247,000, from its Form ADV (assets managed divided by 64 accounts).
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Questions about Barbara
Is Barbara Hollis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Barbara holds no broker registration, and Holistic Planners Network reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Barbara charge for financial advice?
Barbara's firm, Holistic Planners Network, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Barbara Hollis based?
Barbara Hollis is based in Waldorf, Maryland.
Is Barbara Hollis registered with the SEC?
Yes. Barbara Hollis is registered as an investment adviser representative in MD (CRD 2208181), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Holistic Planners Network manage?
Holistic Planners Network reports $15.8M across 64 accounts in assets under management.
How do I contact Barbara Hollis?
Through Barbara's website, www.holisticplannersnetwork.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
- Holistic Planners Network 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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