Geovanny Vega-Zamora
Holder Wealth Management · Champaign, Illinois
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.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Holder Wealth Management |
|---|---|
| Based in | Champaign, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $284.0M across 302 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 6584020 |
| Exams passed | Series 65 (2022) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.holderwealthmgt.com |
| Profile |
How Geovanny's firm compares
- Holder Wealth Management's average account is about $940,000, from its Form ADV (assets managed divided by 302 accounts).
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Questions about Geovanny
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.
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
- Holder Wealth 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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