# Joshua Holland

> Joshua Holland is a fee-only financial advisor at Sycamore Financial Planning in Durham, North Carolina, who holds the CFP credential. Sycamore Financial Planning reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joshua-holland/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Sycamore Financial Planning
- **Based in:** Durham, North Carolina
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Assets under management (firm):** $104.2M across 120 accounts
- **Credentials:** CFP
- **CRD:** 5113668 (https://adviserinfo.sec.gov/individual/summary/5113668)
- **SEC registration:** Investment adviser representative in LA, MA, NC, SC
- **Exams passed:** Series 63 (2014), Series 66 (2014)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.sycamorefinancialplanning.com

## Frequently asked questions

### Is Joshua Holland a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Sycamore Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joshua charge for financial advice?

Joshua's firm, Sycamore Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Joshua Holland based?

Joshua Holland is based in Durham, North Carolina.

### What credentials does Joshua Holland hold?

Joshua Holland holds the CFP credential.

### Is Joshua Holland registered with the SEC?

Yes. Joshua Holland is registered as an investment adviser representative in LA, MA, NC and SC (CRD 5113668), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sycamore Financial Planning manage?

Sycamore Financial Planning reports $104.2M across 120 accounts in assets under management.

### How do I contact Joshua Holland?

Through Joshua's website, www.sycamorefinancialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5113668): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.