Demetrius Felder
Holistic Planners Network · Washington, District of Columbia
Demetrius Felder is a fee-only financial advisor at Holistic Planners Network in Washington, District of Columbia. 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 | Washington, District of Columbia |
| 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 DC, MD · CRD 3026253 |
| Exams passed | Series 63 (1998) · Series 65 (1999) · Series 66 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.holisticplannersnetwork.com |
| Profile |
How Demetrius'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 Demetrius
Is Demetrius Felder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Demetrius 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 Demetrius charge for financial advice?
Demetrius's firm, Holistic Planners Network, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Demetrius Felder based?
Demetrius Felder is based in Washington, District of Columbia.
Is Demetrius Felder registered with the SEC?
Yes. Demetrius Felder is registered as an investment adviser representative in DC and MD (CRD 3026253), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Holistic Planners Network manage?
Holistic Planners Network reports $15.8M across 64 accounts in assets under management.
How do I contact Demetrius Felder?
Through Demetrius'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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