Firm
Holder Wealth Management
Champaign, Illinois
Fee-only
Holder Wealth Management at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFP.
- Its Form ADV reports 3 employees and 295 individual clients, 77 of them high net worth.
- Its average account is about $940,000 (assets it manages divided by its 302 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Champaign, Illinois |
|---|---|
| Website | holderwealthmgt.com |
| Phone | (217) 398-4015 |
Holder Wealth Management fees
Holder Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $284 million |
| Individual clients | 218 |
| High-net-worth clients | 77 |
| Accounts managed | 302 |
| Employees | 3 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-112398) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 170086 |