PlannerFees

Holistic Financial Planning LLC fees and pricing

Financial planner in Westminster, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 28, 2024, Holistic Financial Planning LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“Our hourly fees are $200.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Holistic Financial Planning LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Upon termination of the relationship, we will provide the client with a detailed invoice for all work performed until that point.”
  • “Fees are charged on an hourly basis and are billed once the recommendations have been presented to the client.”
  • “Half of the costs is charged up front, the remaining balance is charged upon completion of the workshop/seminar/education session.”

How Holistic Financial Planning LLC’s fees compare

  • Its hourly rate of $200 is below the Massachusetts median of $300. 13% of the 183 other Massachusetts planners that publish an hourly rate charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Holistic Financial Planning LLC

“Holistic Financial Planning, LLC provides investment and financial planning services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 2022 (4 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
1
Services reported to regulators
Financial planning, newsletters and publications, educational seminars and workshops, and other services
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
324132
Phone
(978) 875-3547

Other planners in Massachusetts that publish fees

Compare all 463 planners in Massachusetts

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