Sunil Harpalani
Holistic View Financial, LLC · Boston, Massachusetts
Sunil Harpalani is a fee-only financial advisor at Holistic View Financial, LLC in Boston, Massachusetts, who holds the CFP and CPA credentials. Holistic View Financial, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Holistic View Financial, LLC |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $33.5M across 26 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in MA · CRD 6818786 |
| Exams passed | Series 65 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Sunil's firm compares
- Holistic View Financial, LLC's average account is about $1.3 million, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Sunil
Is Sunil Harpalani a fee-only financial advisor?
Yes. Sunil Harpalani 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 Sunil's firm.
How does Sunil charge for financial advice?
Sunil's firm, Holistic View Financial, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sunil Harpalani based?
Sunil Harpalani is based in Boston, Massachusetts.
What credentials does Sunil Harpalani hold?
Sunil Harpalani holds the CFP and CPA credentials.
Is Sunil Harpalani registered with the SEC?
Yes. Sunil Harpalani is registered as an investment adviser representative in MA (CRD 6818786), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Holistic View Financial, LLC manage?
Holistic View Financial, LLC reports $33.5M across 26 accounts in assets under management.
How do I contact Sunil Harpalani?
Contact details aren't on file yet. Search for Holistic View Financial, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- 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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