# John Dapper

> John Dapper is a fee-only financial advisor at Holdfast Wealth Management in Austin, Texas. John focuses on retirement planning. Holdfast Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Holdfast Wealth Management
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $82.3M across 515 accounts
- **Specialties:** Retirement planning
- **CRD:** 5138208 (https://adviserinfo.sec.gov/individual/summary/5138208)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2006)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.holdfastwealth.com

## Frequently asked questions

### Is John Dapper a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Holdfast Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does John charge for financial advice?

John's firm, Holdfast Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is John Dapper based?

John Dapper is based in Austin, Texas.

### What does John specialize in?

John's specialties include retirement planning.

### Is John Dapper registered with the SEC?

Yes. John Dapper is registered as an investment adviser representative in TX (CRD 5138208), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Holdfast Wealth Management manage?

Holdfast Wealth Management reports $82.3M across 515 accounts in assets under management.

### How do I contact John Dapper?

Through John's website, www.holdfastwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5138208): 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://holdfastwealth.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.