Holistic View Financial, LLC at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 26 individual clients, 16 of them high net worth.
- Its average account is about $1.3 million (assets it manages divided by its 26 accounts).
- Its ongoing planning fee starts at $2,400 a year, below the Massachusetts median of $5,000.
- Its hourly rate of $350 is above the Massachusetts median of $300.
- It works with clients virtually as well as in person.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Boston, Massachusetts |
|---|
Questions about Holistic View Financial, LLC
How much does Holistic View Financial, LLC charge?
Holistic View Financial, LLC publishes these prices: ongoing planning: from $2,400 a year; one-time plan: from $3,000; hourly: $350 an hour; asset-based fee: 0.75% a year on the first tier of assets. We found this on its website, checked November 7, 2026.
How is Holistic View Financial, LLC paid?
Holistic View Financial, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Holistic View Financial, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Holistic View Financial, LLC.
What is the average account at Holistic View Financial, LLC?
Holistic View Financial, LLC's average account is about $1.3 million. That's the assets on its Form ADV divided by its 26 accounts.
What does Holistic View Financial, LLC specialize in?
Holistic View Financial, LLC's advisors and website list equity compensation, international & expat planning, tax planning and retirement planning.
Does Holistic View Financial, LLC work with clients virtually?
Yes. Holistic View Financial, LLC's website says it works with clients virtually.
Holistic View Financial, LLC fees
What the firm's own website says it charges, checked November 7, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,400 a year |
|---|---|
| One-time plan | From $3,000 |
| Hourly | $350 an hour |
| Asset-based fee | 0.75% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Monthly planning fee of $200 – $750/month" source
"One-time initial onboarding fee of $3,000-$6,000" source
"$350 / hour" source
"Up to the first $2,000,000 0.75%" source
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 | $33 million |
| Individual clients | 10 |
| High-net-worth clients | 16 |
| Accounts managed | 26 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 288975 |