Patricia Houlihan
Houlihan Financial Resource Group · Ashburn, Virginia
Patricia Houlihan is a fee-only financial advisor at Houlihan Financial Resource Group in Ashburn, Virginia, who holds the CFP credential. Patricia focuses on small business owners. Houlihan Financial Resource Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Houlihan Financial Resource Group |
|---|---|
| Based in | Ashburn, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $357.2M across 564 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 1300173 |
| Exams passed | Series 63 (1984) · Series 65 (1991) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.houlihanfinancial.com |
How Patricia's firm compares
- Houlihan Financial Resource Group's average account is about $633,000, from its Form ADV (assets managed divided by 564 accounts).
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Questions about Patricia
Is Patricia Houlihan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patricia holds no broker registration, and Houlihan Financial Resource Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patricia charge for financial advice?
Patricia's firm, Houlihan Financial Resource Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Patricia Houlihan based?
Patricia Houlihan is based in Ashburn, Virginia.
What does Patricia specialize in?
Patricia's specialties include small business owners.
What credentials does Patricia Houlihan hold?
Patricia Houlihan holds the CFP credential.
Is Patricia Houlihan registered with the SEC?
Yes. Patricia Houlihan is registered as an investment adviser representative in VA (CRD 1300173), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Houlihan Financial Resource Group manage?
Houlihan Financial Resource Group reports $357.2M across 564 accounts in assets under management.
How do I contact Patricia Houlihan?
Through Patricia's website, www.houlihanfinancial.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
- Houlihan Financial Resource Group 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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