Firm
Holistic Planning
Sedona, Arizona
Fee-only
Holistic Planning at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 17 advisors are listed here; 11 of 17 hold the CFP.
- Its Form ADV reports 25 employees and 1,135 individual clients, 375 of them high net worth.
- Its average account is about $274,000 (assets it manages divided by its 3,886 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Sedona, Arizona |
|---|---|
| Website | holisticplanning.com |
| [email protected] | |
| Phone | (928) 254-4000 |
Holistic Planning fees
Holistic Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 · Fixed fees |
|---|---|
| Assets managed | $1.1 billion |
| Individual clients | 760 |
| High-net-worth clients | 375 |
| Accounts managed | 3,886 |
| Employees | 25 |
| Planning clients | 0 |
| Registered with | The SEC (801-127235) |
| Financial planning | Offered |
| Form ADV filed | July 15, 2026 |
| SEC record | CRD 324250 |