Jody Holt
Holt Wealth Management · Borger, Texas
Jody Holt is a fee-only financial advisor at Holt Wealth Management in Borger, Texas. Jody focuses on retirement planning. Holt Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Holt Wealth Management |
|---|---|
| Based in | Borger, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $6.2M across 43 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6405025 |
| Exams passed | Series 65 (2021) · Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.holtwm.com |
How Jody's firm compares
- Holt Wealth Management's average account is about $144,000, from its Form ADV (assets managed divided by 43 accounts).
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Questions about Jody
Is Jody Holt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jody holds no broker registration, and Holt Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jody charge for financial advice?
Jody's firm, Holt Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jody Holt based?
Jody Holt is based in Borger, Texas.
What does Jody specialize in?
Jody's specialties include retirement planning.
Is Jody Holt registered with the SEC?
Yes. Jody Holt is registered as an investment adviser representative in TX (CRD 6405025), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Holt Wealth Management manage?
Holt Wealth Management reports $6.2M across 43 accounts in assets under management.
How do I contact Jody Holt?
Through Jody's website, www.holtwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
Other advisors in Texas who focus on retirement planning
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
- Holt 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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