# Eric Hollen

> Eric Hollen is a fee-only financial advisor at Open Window Financial Solutions, Ltd. in Reno, Nevada, who holds the CFP and MD credentials. Eric charges a percentage of assets, hourly fees and a one-time planning fee (0.4%–1.75% a year of assets managed) and focuses on physicians & residents and tax planning.

Page: https://find.wellspent.co/advisors/eric-hollen/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Open Window Financial Solutions, Ltd.
- **Based in:** Reno, Nevada
- **Fee model:** Percentage of assets; Hourly; One-time planning fee
- **Fees (firm's website):** 0.4%–1.75% a year of assets managed
- **Assets under management (firm):** $284.4M across 319 accounts
- **Credentials:** CFP, MD
- **Specialties:** Physicians & residents, Tax planning
- **Works with:** Physicians, High earners, Early-career professionals
- **CRD:** 6004171 (https://adviserinfo.sec.gov/individual/summary/6004171)
- **SEC registration:** Investment adviser representative in NV, TX
- **Exams passed:** Series 65 (2011)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://openwindow.com

## Frequently asked questions

### Is Eric Hollen a fee-only financial advisor?

Yes. Eric Hollen is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Eric's firm.

### How does Eric charge for financial advice?

Eric charges a percentage of assets, hourly fees and a one-time planning fee.

### How much does Eric charge?

According to Open Window Financial Solutions, Ltd.'s website, checked October 28, 2026: 0.4%–1.75% a year of assets managed.

### Where is Eric Hollen based?

Eric Hollen is based in Reno, Nevada.

### What does Eric specialize in?

Eric's specialties include physicians & residents and tax planning. Eric works with physicians, high earners and early-career professionals.

### What credentials does Eric Hollen hold?

Eric Hollen holds the CFP and MD credentials.

### Is Eric Hollen registered with the SEC?

Yes. Eric Hollen is registered as an investment adviser representative in NV and TX (CRD 6004171), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Open Window Financial Solutions, Ltd. manage?

Open Window Financial Solutions, Ltd. reports $284.4M across 319 accounts in assets under management.

### How do I contact Eric Hollen?

Through Eric's website, openwindow.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/2494): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://openwindow.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.