Holistic Planners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 2, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$500⁠-⁠$25,000

“- 2- FIXED FEES Financial Consulting Services are offered on a fixed fee between $500 and $25,000.”

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

How Holistic Planners bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the last business day of the previous quarter.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
• “Client may elect to pay in advance or in arrears as stated in the Consulting Agreement.”

How Holistic Planners’ fees compare

• Its hourly rate of $250 is below the District of Columbia median of $298. None of the 11 other District of Columbia planners that publish an hourly rate charge less.
• None of the 10 other planners in Washington that publish an hourly rate charge less.
• Its flat or project fee of $500-$25,000 spans the District of Columbia median of $4,750. 80% of the 10 other District of Columbia planners that publish a flat or project fee charge less.
• 7 of the 9 other planners in Washington that publish a flat or project fee charge less.

About Holistic Planners

• Firm size: 2 employees.
• Registered as an adviser: 2014 (12 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

64

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$15,802,984

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

170933

Website

holisticplannersnetwork.com (opens in new tab)

Phone

(240) 508-2169

Can advise clients in 2 states: District of Columbia, Maryland

Other planners in Washington that publish fees

• Bryspen, IncorporatedWashington$375⁠-⁠$575/hr, $3,750⁠-⁠$5,750
• Burkholder & Associates, LLCWashington$150⁠-⁠$400/hr, $5,000⁠-⁠$50,000
• Financial Advisor for You, LLCWashington$275/hr, $1,500⁠-⁠$2,500
• IllumintWashington$550/hr, $1,499
• Katz-Moses Financial LLCWashington$300/hr, Up to $10,000
• Mabery Consulting, LLCWashington$250/hr, $4,500⁠-⁠$5,500

Compare all 18 planners in Washington