Firm
Holt Wealth Management
Borger, Texas
Fee-only
Holt Wealth Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 26 individual clients, 1 of them high net worth.
- Its average account is about $144,000 (assets it manages divided by its 43 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Borger, Texas |
|---|---|
| Website | holtwm.com |
| Phone | (806) 391-9331 |
Holt Wealth Management fees
Holt 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 · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 25 |
| High-net-worth clients | 1 |
| Accounts managed | 43 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 12, 2026 |
| SEC record | CRD 318304 |
Advisors at this firm (1)
Other fee-only firms in Texas
- Horizon Wealth Advisors · Houston
- Horizons Financial Planning LLC. · Midland
- Houston Wealth Advisers, LLC. · Houston
- Houston Wealth Management · Houston
- Howard Financial Services · Dallas
- Howland Advisory · Dallas
- Hozie Consulting · Coppell
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