Holistic Planners

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).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $196,251
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
Showing 1 - 2 of 2 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 in Washington, DC and has over 19 years of experience in the finance industry.

2
Graeme Hart
CRD#: 6753996
641 S Street, Washington, DC 20001
88
Wealthminder
score

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.

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