Money Holistics fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$2,500

“Fixed fees for such engagements currently range from $500 to $2,500 depending on scope and complexity.”

Monthly fee

$99⁠-⁠$1,000/mo

“We charge a recurring fixed fee for Ongoing Financial Planning, ranging from $99 to $1,000 per month.”

Annual fee

$500/yr

“In circumstances where the annual fee is less than $500, fees may be charged annually in advance.”

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

How Money Holistics bills

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

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid monthly, in advance, pursuant to the terms of the investment advisory agreement.”
• “The investment advisory fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
• “The investment advisory fees may be negotiable at the sole discretion of the Advisor.”

How Money Holistics’ fees compare

• Its flat or project fee of $500-$2,500 is below the Texas median of $3,850. 14% of the 401 other Texas planners that publish a flat or project fee charge less.
• 7 of the 49 other planners in Houston that publish a flat or project fee charge less.
• Its annual fee of $500 is below the Texas median of $6,000. None of the 106 other Texas planners that publish an annual fee charge less.
• None of the 16 other planners in Houston that publish an annual fee charge less.

About Money Holistics

• Principal: Boundless Equities
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

72

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$27,060,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

321221

Website

moneyholistics.com (opens in new tab)

Phone

(832) 933-5959

Other planners in Houston that publish fees

• Abundo WealthHouston$199/mo
• Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
• Alteris Capital Partners, LLCHouston$5,000⁠-⁠$25,000
• Analog Capital Ai, LLCHouston$250⁠-⁠$450/hr
• Analog Capital Partners LLCHouston$3,000, $1,188/yr
• Aquinas Advisors, LLCHouston$250/hr, $5,000

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