Catherine Woodman
Holon Wealth Management · Eugene, Oregon
Catherine Woodman is a fee-only financial advisor at Holon Wealth Management in Eugene, Oregon, who holds the CFP credential. Holon Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Holon Wealth Management |
|---|---|
| Based in | Eugene, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $124.0M across 187 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, OR · CRD 4268744 |
| Exams passed | Series 63 (2000) · Series 65 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Catherine's firm compares
- Holon Wealth Management's average account is about $663,000, from its Form ADV (assets managed divided by 187 accounts).
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Questions about Catherine
Is Catherine Woodman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Catherine holds no broker registration, and Holon Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Catherine charge for financial advice?
Catherine's firm, Holon Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Catherine Woodman based?
Catherine Woodman is based in Eugene, Oregon.
What credentials does Catherine Woodman hold?
Catherine Woodman holds the CFP credential.
Is Catherine Woodman registered with the SEC?
Yes. Catherine Woodman is registered as an investment adviser representative in CA and OR (CRD 4268744), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Holon Wealth Management manage?
Holon Wealth Management reports $124.0M across 187 accounts in assets under management.
How do I contact Catherine Woodman?
Contact details aren't on file yet. Search for Holon Wealth Management.
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
- 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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