John Dapper
Holdfast Wealth Management · Austin, Texas
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.
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Specialties
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 |
| Assets under management | $82.3M across 515 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5138208 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.holdfastwealth.com |
| Profile |
How John's firm compares
- Holdfast Wealth Management's average account is about $160,000, from its Form ADV (assets managed divided by 515 accounts).
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Questions about John
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
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
- Holdfast 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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