Brock Von Holt
Von Holt Financial Advisors · Palatine, Illinois
Brock Von Holt is a fee-only financial advisor at Von Holt Financial Advisors in Palatine, Illinois, who holds the CFP credential. Brock 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 6975372 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.vonholt-fa.com |
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Questions about Brock
Is Brock Von Holt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brock 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 Brock charge for financial advice?
Brock's firm, Von Holt Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Brock Von Holt based?
Brock Von Holt is based in Palatine, Illinois.
What does Brock specialize in?
Brock's specialties include retirement planning. Brock works with pre-retirees, retirees and mid-life transitions.
What credentials does Brock Von Holt hold?
Brock Von Holt holds the CFP credential.
Is Brock Von Holt registered with the SEC?
Yes. Brock Von Holt is registered as an investment adviser representative in IL (CRD 6975372), 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 Brock Von Holt?
Through Brock'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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