Holland Capital Advisors, LLC fees and pricing

Financial planner in Charlotte, North Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 9, 2026, Holland Capital Advisors, LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 9, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Page 8 Form ADV Part 2A Disclosure Brochure billed monthly in arrears, calculated on the fair market value of assets as of the last business day of the billing period.”
“Fees are prorated for accounts opened or closed mid-period, and final fees are prorated to the date of termination.”
“Assets are billed at the applicable rate for each tier, and the resulting charges are combined to determine the total advisory fee.”

Its hourly rate of $300 matches the North Carolina median of $300. 49% of the 177 other North Carolina planners that publish an hourly rate charge less.
16 of the 34 other planners in Charlotte that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP® and CFA.
Registered as an adviser: 2025.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Minimum: $3,125 minimum fee (stated in brochure)
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $353,016
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 336204
Phone: (704) 761-4682

Is something on this page wrong or out of date?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.