Robert Holman
Holman Wealth Management, LLC · Dallas, Texas
Robert Holman is a fee-only financial advisor at Holman Wealth Management, LLC in Dallas, Texas, who holds the CFP and CFA credentials. Robert charges a percentage of assets, a one-time planning fee and an ongoing planning fee (ongoing planning from $420 a year and one-time plans from $500) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Holman Wealth Management, LLC |
|---|---|
| Based in | Dallas, Texas |
| Fee model | Percentage of assets · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $420 a year · One-time plans from $500 · 1% a year on the first tier of assets managed · A $50,000 asset minimum |
| Assets under management | $6.7M across 26 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in TX · CRD 5592274 |
| Exams passed | Series 63 (2008) · Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | defensiveadvisor.com |
| Profile |
How Robert's firm compares
- Ongoing planning starts at $420 a year, below the Texas median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $500, below the Texas median of $1,575 for fee-only firms that publish prices.
- Holman Wealth Management, LLC's average account is about $258,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Robert
Is Robert Holman a fee-only financial advisor?
Yes. Robert Holman is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Robert's firm.
How does Robert charge for financial advice?
Robert charges a percentage of assets, a one-time planning fee and an ongoing planning fee.
How much does Robert charge?
According to Holman Wealth Management, LLC's website, checked October 28, 2026: ongoing planning from $420 a year; one-time plans from $500; 1% a year on the first tier of assets managed; a $50,000 asset minimum.
Where is Robert Holman based?
Robert Holman is based in Dallas, Texas.
What does Robert specialize in?
Robert's specialties include retirement planning, estate & legacy planning and tax planning. Robert works with retirees and pre-retirees.
What credentials does Robert Holman hold?
Robert Holman holds the CFP and CFA credentials.
Is Robert Holman registered with the SEC?
Yes. Robert Holman is registered as an investment adviser representative in TX (CRD 5592274), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does Holman Wealth Management, LLC manage?
Holman Wealth Management, LLC reports $6.7M across 26 accounts in assets under management.
How do I contact Robert Holman?
Through Robert's website, defensiveadvisor.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Other advisors in Texas who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Holman Wealth Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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