# Geovanny Vega-Zamora

> Geovanny Vega-Zamora is a fee-only financial advisor at Holder Wealth Management in Champaign, Illinois. Geovanny focuses on retirement planning and estate & legacy planning. Holder Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/geovanny-vega-zamora/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Holder Wealth Management
- **Based in:** Champaign, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $284.0M across 302 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **Works with:** Retirees
- **CRD:** 6584020 (https://adviserinfo.sec.gov/individual/summary/6584020)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 65 (2022)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.holderwealthmgt.com/

## Frequently asked questions

### Is Geovanny Vega-Zamora a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Geovanny 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 Geovanny charge for financial advice?

Geovanny's firm, Holder Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Geovanny Vega-Zamora based?

Geovanny Vega-Zamora is based in Champaign, Illinois.

### What does Geovanny specialize in?

Geovanny's specialties include retirement planning and estate & legacy planning. Geovanny works with retirees.

### Is Geovanny Vega-Zamora registered with the SEC?

Yes. Geovanny Vega-Zamora is registered as an investment adviser representative in IL and TX (CRD 6584020), 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 Geovanny Vega-Zamora?

Through Geovanny's website, www.holderwealthmgt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6584020): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.holderwealthmgt.com/): specialties, clients served, and fees, checked October 30, 2026

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