Holly Kindel
Prospettiva Financial · San Francisco, California
Holly Kindel is a fee-only financial advisor at Prospettiva Financial in San Francisco, California, who holds the CFP credential. Prospettiva Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Prospettiva Financial |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $128.7M across 308 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2836007 |
| Exams passed | Series 63 (1999) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.prospettivafinancial.com |
| Profile |
How Holly's firm compares
- Prospettiva Financial's average account is about $418,000, from its Form ADV (assets managed divided by 308 accounts).
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Questions about Holly
Is Holly Kindel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Holly holds no broker registration, and Prospettiva Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Holly charge for financial advice?
Holly's firm, Prospettiva Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Holly Kindel based?
Holly Kindel is based in San Francisco, California.
What credentials does Holly Kindel hold?
Holly Kindel holds the CFP credential.
Is Holly Kindel registered with the SEC?
Yes. Holly Kindel is registered as an investment adviser representative in CA (CRD 2836007), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prospettiva Financial manage?
Prospettiva Financial reports $128.7M across 308 accounts in assets under management.
How do I contact Holly Kindel?
Through Holly's website, www.prospettivafinancial.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
- Prospettiva Financial 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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