Harris Holzberg
Holzberg Wealth Management · Corte Madera, California
Harris Holzberg is a fee-only financial advisor at Holzberg Wealth Management in Corte Madera, California, who holds the ChFC credential. Holzberg Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Holzberg Wealth Management |
|---|---|
| Based in | Corte Madera, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $59.8M across 166 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in CA · CRD 1011208 |
| Exams passed | Series 63 (1999) · Series 65 (1999) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.hwmfa.org |
How Harris's firm compares
- Holzberg Wealth Management's average account is about $360,000, from its Form ADV (assets managed divided by 166 accounts).
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Questions about Harris
Is Harris Holzberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Harris holds no broker registration, and Holzberg Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Harris charge for financial advice?
Harris's firm, Holzberg Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Harris Holzberg based?
Harris Holzberg is based in Corte Madera, California.
What credentials does Harris Holzberg hold?
Harris Holzberg holds the ChFC credential.
Is Harris Holzberg registered with the SEC?
Yes. Harris Holzberg is registered as an investment adviser representative in CA (CRD 1011208), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Holzberg Wealth Management manage?
Holzberg Wealth Management reports $59.8M across 166 accounts in assets under management.
How do I contact Harris Holzberg?
Through Harris's website, www.hwmfa.org.
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
- 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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