Holistic Planners Network, LLC

Holistic Planners Network, LLC (CRD# 170933) is a financial advisory firm headquartered in Washington, DC. They manage $12,922,458 in 62 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $208,427
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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.

DC, MD

Financial Advisors at Holistic Planners Network, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Demetrius S. Felder
CRD#: 3026253
641 S Street, Washington, DC 20001
93
Wealthminder
score

Demetrius Felder (CRD# 3026253) is an Investment Advisor Representative working at Holistic Planners Network, LLC in Washington, DC and has over 18 years of experience in the finance industry.

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