PlannerFees

Holm & Cawley Financial Group LLC fees and pricing

Financial planner in Las Vegas, Nevada. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 12, 2026, Holm & Cawley Financial Group LLC charges $150 an hour and a flat or project fee of $1,250 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150/hr
“His fees are negotiable with a base fee of $150/hour and, in certain circumstances (i.e. estate planning), a flat fee can be negotiated based on the complexity of the estate plan.”
Flat or project fee
$1,250
“The typical negotiated flat fee is $1,250.”

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

How Holm & Cawley Financial Group LLC bills

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

  • “The firm's financial planning and investment advisory clients are charged advisory fees quarterly in advance.”
  • “Financial planning fees will be billed through Larson Financial Group, LLC at an agreed upon fixed rate.”
  • “Fees are negotiable based on each client's unique situation.”

How Holm & Cawley Financial Group LLC’s fees compare

  • Its hourly rate of $150 is below the Nevada median of $300. 3% of the 64 other Nevada planners that publish an hourly rate charge less.
  • 1 of the 24 other planners in Las Vegas that publish an hourly rate charge less.
  • Its flat or project fee of $1,250 is below the Nevada median of $5,000. 18% of the 50 other Nevada planners that publish a flat or project fee charge less.
  • 6 of the 26 other planners in Las Vegas that publish a flat or project fee charge less.

About Holm & Cawley Financial Group LLC

“Holm & Cawley Financial Group, LLC is a registered investment advisory firm which provides comprehensive financial planning and investment management services to individuals and retirement plan services to retirement plan sponsors.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 5 employees.
  • Registered as an adviser: 2026.

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
2% a year
Clients
245
Employees
5
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
Assets managed
$128,816,000
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
Yes. Read them on the SEC site (opens in new tab)
SEC CRD number
150601
Website
holmandcawley.com (opens in new tab)
Phone
(702) 277-3945

Can advise clients in 6 states: Arizona, California, Colorado, Nevada, Texas, Utah

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