Firm
Holistic Planners Network
Washington, District of Columbia
Fee-only
Holistic Planners Network at a glance
- One of 24 fee-only firms based in District of Columbia in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 64 individual clients.
- Its average account is about $247,000 (assets it manages divided by its 64 accounts).
Facts
| Based in | Washington, District of Columbia |
|---|---|
| Website | holisticplannersnetwork.com |
| Phone | (240) 508-2169 |
Holistic Planners Network fees
Holistic Planners Network 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 · Fixed fees |
|---|---|
| Assets managed | $16 million |
| Individual clients | 64 |
| Accounts managed | 64 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | July 2, 2026 |
| SEC record | CRD 170933 |