# Joel Braswell

> Joel Braswell is a fee-only financial advisor at Holden Family Office in North Palm Beach, Florida. Joel focuses on equity compensation, founders (pre-exit) and family wealth transfer. Holden Family Office reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Holden Family Office
- **Based in:** North Palm Beach, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $39.9M across 135 accounts
- **Specialties:** Equity compensation, Founders (pre-exit), Family wealth transfer, Estate & legacy planning
- **Works with:** Founders, Executives, Multi-generational families
- **CRD:** 8011953 (https://adviserinfo.sec.gov/individual/summary/8011953)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2024)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.holdenfamilyoffices.com

## Frequently asked questions

### Is Joel Braswell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joel holds no broker registration, and Holden Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joel charge for financial advice?

Joel's firm, Holden Family Office, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Joel Braswell based?

Joel Braswell is based in North Palm Beach, Florida.

### What does Joel specialize in?

Joel's specialties include equity compensation, founders (pre-exit), family wealth transfer and estate & legacy planning. Joel works with founders, executives and multi-generational families.

### Is Joel Braswell registered with the SEC?

Yes. Joel Braswell is registered as an investment adviser representative in FL (CRD 8011953), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Holden Family Office manage?

Holden Family Office reports $39.9M across 135 accounts in assets under management.

### How do I contact Joel Braswell?

Through Joel's website, www.holdenfamilyoffices.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8011953): 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.holdenfamilyoffices.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.