Joseph Hollen
Open Window Financial Solutions · Reno, Nevada
Joseph Hollen is a fee-only financial advisor at Open Window Financial Solutions in Reno, Nevada, who holds the CFP credential. Open Window Financial Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Open Window Financial Solutions |
|---|---|
| Based in | Reno, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $284.4M across 319 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NV, TX · CRD 4801382 |
| Exams passed | Series 65 (2004) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | openwindowfs.com |
How Joseph's firm compares
- Open Window Financial Solutions's average account is about $892,000, from its Form ADV (assets managed divided by 319 accounts).
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Questions about Joseph
Is Joseph Hollen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Open Window Financial Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Open Window Financial Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Hollen based?
Joseph Hollen is based in Reno, Nevada.
What credentials does Joseph Hollen hold?
Joseph Hollen holds the CFP credential.
Is Joseph Hollen registered with the SEC?
Yes. Joseph Hollen is registered as an investment adviser representative in NV and TX (CRD 4801382), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Open Window Financial Solutions manage?
Open Window Financial Solutions reports $284.4M across 319 accounts in assets under management.
How do I contact Joseph Hollen?
Through Joseph's website, openwindowfs.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Reno
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
- 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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