Eric Hollen
Open Window Financial Solutions, Ltd. · Reno, Nevada
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.
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Specialties
Who they serve
- Physicians
- High earners
- Early-career professionals
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 | $284.4M across 319 accounts |
| Credentials | CFP · MD |
| SEC registration | Investment adviser representative in NV, TX · CRD 6004171 |
| Exams passed | Series 65 (2011) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | openwindow.com |
How Eric's firm compares
- Open Window Financial Solutions, Ltd.'s average account is about $892,000, from its Form ADV (assets managed divided by 319 accounts).
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Questions about Eric
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Reno
Other advisors in Nevada who focus on physicians & residents
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Open Window Financial Solutions, Ltd. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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