Firm
Holon Wealth Management
Eugene, Oregon
Fee-only
Holon Wealth Management at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 60 individual clients, 21 of them high net worth.
- Its average account is about $663,000 (assets it manages divided by its 187 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Eugene, Oregon |
|---|---|
| Phone | (541) 200-0975 |
Holon Wealth Management fees
Holon 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 | $124 million |
| Individual clients | 39 |
| High-net-worth clients | 21 |
| Accounts managed | 187 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-133871) |
| Financial planning | Offered |
| Form ADV filed | August 28, 2026 |
| SEC record | CRD 336780 |