Russell Holcombe
Holcombe Financial · Atlanta, Georgia
Russell Holcombe is a fee-only financial advisor at Holcombe Financial in Atlanta, Georgia, who holds the CFP credential. Russell focuses on retirement planning, estate & legacy planning and tax planning. Holcombe Financial reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
Facts
| Firm | Holcombe Financial |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $451.6M across 722 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, TX · CRD 4347040 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.holcombefinancial.com |
| Profile |
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Questions about Russell
Is Russell Holcombe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Russell holds no broker registration, and Holcombe Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Russell charge for financial advice?
Russell's firm, Holcombe Financial, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Russell Holcombe based?
Russell Holcombe is based in Atlanta, Georgia.
What does Russell specialize in?
Russell's specialties include retirement planning, estate & legacy planning and tax planning. Russell works with founders and executives.
What credentials does Russell Holcombe hold?
Russell Holcombe holds the CFP credential.
Is Russell Holcombe registered with the SEC?
Yes. Russell Holcombe is registered as an investment adviser representative in GA and TX (CRD 4347040), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Holcombe Financial manage?
Holcombe Financial reports $451.6M across 722 accounts in assets under management.
How do I contact Russell Holcombe?
Through Russell's website, www.holcombefinancial.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
- Holcombe Financial 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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