Holland Investment Management, Inc. fees and pricing
Financial planner in Fort Worth, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Holland Investment Management, Inc. charges $300-$350 an hour and a flat or project fee of $5,000-$25,000 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
- $300-$350/hr
“Our hourly fees generally range from $300-$350.”
- Flat or project fee
- $5,000-$25,000
“Flat fees generally range from $5,000 to $25,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Holland Investment Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients will be charged on a pro-rata basis, which takes into account work completed by our firm on behalf of the client.”
- “Clients will incur charges for bona fide advisory services rendered up to the point of termination (determined as 30 days from receipt of said written notice) and such fees will be due and payable.”
How Holland Investment Management, Inc.’s fees compare
- Its hourly rate of $300-$350 is above the Texas median of $275. 67% of the 468 other Texas planners that publish an hourly rate charge less.
- 8 of the 10 other planners in Fort Worth that publish an hourly rate charge less.
- Its flat or project fee of $5,000-$25,000 is above the Texas median of $3,850. 90% of the 401 other Texas planners that publish a flat or project fee charge less.
- 11 of the 15 other planners in Fort Worth that publish a flat or project fee charge less.
About Holland Investment Management, Inc.
“We provide a variety of financial planning and consulting services to business owners, executives, individuals, families and other clients regarding the management of their financial resources based upon an analysis of the client’s current situation, goals, and objectives.”
- Principal: Gary Holland
- Firm size: 3 employees.
- Founded: 2004 (22 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Divorce
- Business owners
- Insurance analysis
- Charitable giving
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% a year
- Clients
- 37
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $64,079,384
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 159060
- Phone
- (817) 698-9800
Other planners in Fort Worth that publish fees
- 9I Capital Group LLCFort Worth$150/hr, $1,500-$10,000
- Aspen Wealth Management, LLCFort Worth$300/hr, $4,500
- CF FinancialFort Worth$2,500-$10,000
- Dean, Jacobson Financial ServicesFort Worth$75-$350/hr, $1,500-$20,000
- Diesslin Group, Inc.Fort Worth$250/hr, $72/mo
- Jos PlanningFort Worth$250-$12,500, $300-$784/mo
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.