Holistic Financial Partners, LLC

Holistic Financial Partners, LLC (CRD# 170913) is a financial advisory firm headquartered in Indianapolis, IN. They manage $192,161,380 in 518 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    192
    MILLION
  • Total Number of Accounts
    518
    ACCOUNTS
  • Average Account Value
    $370,968
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, IN, TX

Financial Advisors at Holistic Financial Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Julie M. Dant
CRD#: 4613744
8604 Allisonville Road, Suite 190, Indianapolis, IN 46250
93
Wealthminder
score

Julie Dant (CRD# 4613744) is an Investment Advisor Representative working at Holistic Financial Partners, LLC in Indianapolis, IN and has over 11 years of experience in the finance industry.

2
Mark R. Hildebrand
CRD#: 5545392
8604 Allisonville Road, Suite 190, Indianapolis, IN 46250
93
Wealthminder
score

Mark Hildebrand (CRD# 5545392) is an Investment Advisor Representative working at Holistic Financial Partners, LLC in Indianapolis, IN and has over 9 years of experience in the finance industry.

3
Mark E. Idzik
CRD#: 6785467
8604 Allisonville Road, Suite 190, Indianapolis, IN 46250
87
Wealthminder
score

Mark Idzik (CRD# 6785467) is an Investment Advisor Representative working at Holistic Financial Partners, LLC in Indianapolis, IN and has 1 year of experience in the finance industry.

4
Jason C. Llewellyn
CRD#: 4572238
8604 Allisonville Road, Suite 190, Indianapolis, IN 46250
68
Wealthminder
score

Jason Llewellyn (CRD# 4572238) is an Investment Advisor Representative working at Holistic Financial Partners, LLC in Indianapolis, IN and has over 15 years of experience in the finance industry.

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