Holland Capital Management 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 10, 2026, Holland Capital Management LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Holland Capital Management charges an hourly fee of $300.00 for financial planning services under this arrangement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Holland Capital Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees charged by Holland Capital Management LLC (“HCM”) are 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.”
- “Final fees are prorated to the date of termination.”
How Holland Capital Management LLC’s fees compare
- 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.
About Holland Capital Management LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.1% a year
- Minimum
- $22,000 minimum fee (stated in brochure)
- Clients
- 46
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $65,075,495
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 304886
- Phone
- (877) 733-9435
Can advise clients in 2 states: Florida, North Carolina
Other planners in Charlotte that publish fees
- Altruist Wealth ManagementCharlotte$1,000-$12,000, $750-$3,000/qtr
- Auctus Advisors LLCCharlotte$5,000-$100,000
- Aureus CapitalCharlotte$150/hr, $1,000-$10,000
- Buoyant FinancialCharlotte$2,000
- Calamita Wealth ManagementCharlotte$5,000-$15,000
- Cannon AdvisorsCharlotte$1,500-$5,000
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.