Dennis Houlihan
Houlihan Asset Management · Fort Wayne, Indiana
Dennis Houlihan is a fee-only financial advisor at Houlihan Asset Management in Fort Wayne, Indiana, who holds the CFP credential. Dennis charges hourly fees ($300 an hour).
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Facts
| Firm | Houlihan Asset Management |
|---|---|
| Based in | Fort Wayne, Indiana |
| Fee model | Hourly |
| Fees (firm's website) | $300 an hour |
| Assets under management | $52M across 90 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 2352631 |
| Exams passed | Series 63 (1995) · Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.houlihanassetmanagement.biz |
How Dennis's firm compares
- The hourly rate is $300, in line with the US median of $300 for fee-only firms that publish prices.
- Houlihan Asset Management's average account is about $578,000, from its Form ADV (assets managed divided by 90 accounts).
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Questions about Dennis
Is Dennis Houlihan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dennis holds no broker registration, and Houlihan Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dennis charge for financial advice?
Dennis charges hourly fees.
How much does Dennis charge?
According to Houlihan Asset Management's website, checked October 30, 2026: $300 an hour.
Where is Dennis Houlihan based?
Dennis Houlihan is based in Fort Wayne, Indiana.
What credentials does Dennis Houlihan hold?
Dennis Houlihan holds the CFP credential.
Is Dennis Houlihan registered with the SEC?
Yes. Dennis Houlihan is registered as an investment adviser representative in IN (CRD 2352631), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Houlihan Asset Management manage?
Houlihan Asset Management reports $52M across 90 accounts in assets under management.
How do I contact Dennis Houlihan?
Through Dennis's website, www.houlihanassetmanagement.biz.
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
- Houlihan Asset 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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