Firm
Holman Wealth Management, LLC
Dallas, Texas
Fee-only
Holman Wealth Management, LLC at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 15 individual clients, 4 of them high net worth.
- Its average account is about $258,000 (assets it manages divided by its 26 accounts).
- Its ongoing planning fee starts at $420 a year, below the Texas median of $3,000.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Dallas, Texas |
|---|---|
| Website | defensiveadvisor.com |
| [email protected] | |
| Phone | (776) 811-7847 |
Holman Wealth Management, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $420 a year |
|---|---|
| One-time plan | From $500 |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $50,000 |
| How it charges | Percentage of assets · One-time plans or projects · Ongoing planning fee |
In the firm's words
"There is a $100 quarterly fee (or $35 monthly if preferred) for ongoing financial planning assistance" source
"we charge a one-time fee of $500 for actionable steps to improve your finances" source
"The fee for our investment management service is 1% of assets under management" source
"Our account minimum is $50,000." 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 |
|---|---|
| Assets managed | $7 million |
| Individual clients | 11 |
| High-net-worth clients | 4 |
| Accounts managed | 26 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 296591 |