Joshua Holland
Sycamore Financial Planning · Durham, North Carolina
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.
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Facts
| Firm | Sycamore Financial Planning |
|---|---|
| Based in | Durham, North Carolina |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $104.2M across 120 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, MA, NC, SC · CRD 5113668 |
| Exams passed | Series 63 (2014) · Series 66 (2014) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.sycamorefinancialplanning.com |
How Joshua's firm compares
- Sycamore Financial Planning's average account is about $868,000, from its Form ADV (assets managed divided by 120 accounts).
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Questions about Joshua
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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