Holistic Planners (CRD# 170933) is a financial advisory firm headquartered in Washington, DC. They manage $12,363,798 in 63 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts63ACCOUNTS
Average Account Value$196,251
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Demetrius Felder (CRD# 3026253) is an Investment Advisor Representative working at Holistic Planners in Washington, DC and has over 20 years of experience in the finance industry.
Graeme Hart (CRD# 6753996) is an Investment Advisor Representative working at Holistic Planners in Washington, DC and has 1 year of experience in the finance industry.