PlannerFees

Holistic View Financial, LLC fees and pricing

Financial planner in Jamaica Plain, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 26, 2026, Holistic View Financial, LLC charges $250 an hour and a flat or project fee of $6,000⁠-⁠$12,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“The refund or additional amount due will be calculated based on an hourly rate of $250/hour.”
Flat or project fee
$6,000⁠-⁠$12,000
“A One-Time Comprehensive Financial Plan costs $6,000 -$12,000, depending on the complexity of the client’s financial and tax situation, and family size.”

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

How Holistic View Financial, LLC bills

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

  • “Fees for this service may be paid by electronic funds transfer, credit card, or check.”
  • “Since ongoing fees are paid in arrears, no rebate will be needed to be issued to clients upon termination of the account.”
  • “Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Holistic View Financial, LLC’s fees compare

  • Its hourly rate of $250 is below the Massachusetts median of $300. 27% of the 183 other Massachusetts planners that publish an hourly rate charge less.
  • Its flat or project fee of $6,000-$12,000 is above the Massachusetts median of $4,750. 82% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Holistic View Financial, LLC

“For clients looking for comprehensive financial planning and supervision of their investment portfolio on an ongoing basis, HVF offers a retainer contractual relationship.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Sunil Harpalani
  • Firm size: 2 employees.
  • Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

  • Tax planning
  • Estate planning
  • Business owners

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
0.75% a year
Clients
26
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed
$33,477,532
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
288975
Website
holisticviewfinancial.com (opens in new tab)
Phone
(617) 971-8395

Other planners in Massachusetts that publish fees

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.