Daniel Holder
Holder Wealth Management · Champaign, Illinois
Daniel Holder is a fee-only financial advisor at Holder Wealth Management in Champaign, Illinois, who holds the CFP and PFS credentials. Daniel focuses on retirement planning and estate & legacy planning. Holder Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Holder Wealth Management |
|---|---|
| Based in | Champaign, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $284.0M across 302 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in IL, TX · CRD 5705684 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.holderwealthmgt.com |
How Daniel's firm compares
- Holder Wealth Management's average account is about $940,000, from its Form ADV (assets managed divided by 302 accounts).
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Questions about Daniel
Is Daniel Holder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Holder Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Holder Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Daniel Holder based?
Daniel Holder is based in Champaign, Illinois.
What does Daniel specialize in?
Daniel's specialties include retirement planning and estate & legacy planning. Daniel works with retirees.
What credentials does Daniel Holder hold?
Daniel Holder holds the CFP and PFS credentials.
Is Daniel Holder registered with the SEC?
Yes. Daniel Holder is registered as an investment adviser representative in IL and TX (CRD 5705684), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Holder Wealth Management manage?
Holder Wealth Management reports $284.0M across 302 accounts in assets under management.
How do I contact Daniel Holder?
Through Daniel's website, www.holderwealthmgt.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
- Holder Wealth Management 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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