Holland Strategic Wealth Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“HOLLAND STRATEGIC WEALTH ADVISORS LLC PAGE 6 ADV PART 2A – 4/27/2026 Project-based consulting services will be charged at an hourly rate of $400.”

Flat or project fee

Up to $5,000

“Group Events – A flat fee ranging between $0 - $5,000 depending on the size, type of presentation and topics covered.”

Monthly fee

$300⁠-⁠$3,500/mo

“Thereafter, you will be charged a monthly rate between $300 to $3,500 per month depending on the complexity and services provided.”

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

How Holland Strategic Wealth Advisors LLC bills

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

• “Fees are negotiable and collected at the end of each month.”
• “Financial Planning fees are negotiable; your financial planning agreement will show you what you will be charged to complete the scope of services as defined in the agreement.”
• “Fees may be paid by check, ACH, through a digital payment vendor, or an account managed by us.”

How Holland Strategic Wealth Advisors LLC’s fees compare

• Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
• 5 of the 7 other planners in La Jolla that publish an hourly rate charge less.
• Its flat or project fee of up to $5,000 is below the California median of $5,000. 23% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 5 other planners in La Jolla that publish a flat or project fee charge less.

About Holland Strategic Wealth Advisors LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

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

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

18

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$2,586,119

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334665

Website

hswa.money (opens in new tab)

Phone

(760) 305-9050

Other planners in La Jolla that publish fees

• Canter WealthLa Jolla$7,500⁠-⁠$20,000, $1,875/qtr
• Carter Financial, LLCLa Jolla$350/hr, $1,500⁠-⁠$5,000
• Castle Coast Wealth, LLCLa Jolla$500/hr, $50,000/yr
• Coastwise Capital Group, LLCLa Jolla$250/hr
• Financial Alternatives, Inc.La Jolla$300/hr
• Hamilton Manor & AssociatesLa Jolla$250/hr, $200⁠-⁠$15,000

Compare all 15 planners in La Jolla