Holistic Planning, LLC

Holistic Planning, LLC (CRD# 324250) is a financial advisory firm headquartered in Nacogdoches, TX. They manage $398,566,727 in 412 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
777 East Austin, Nacogdoches, TX 75965
https://www.holisticplanning.com
By the Numbers
  • Total Assets Under Management
    399
    MILLION
  • Total Number of Accounts
    412
    ACCOUNTS
  • Average Account Value
    $967,395
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, CA, CO, TN, TX

Financial Advisors at Holistic Planning, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jason Barber, financial advisor Nacogdoches TX
Jason M. Barber
CRD#: 5973780
777 East Austin, Nacogdoches, TX 75965

Jason Barber (CRD# 5973780) is an Investment Advisor Representative working at Holistic Planning, LLC in Nacogdoches, TX and has over 12 years of experience in the finance industry.

2
Steven Barber, financial advisor Nacogdoches TX
Steven W. Barber
CRD#: 2265413
2714 N. University Drive, Suite 100, Nacogdoches, TX 75965

Steven Barber (CRD# 2265413) is an Investment Advisor Representative working at Holistic Planning, LLC in Nacogdoches, TX and has over 31 years of experience in the finance industry.

3
Taylor Pankratz, financial advisor Nacogdoches TX
Taylor P. Pankratz
CRD#: 6508529
2714 N. University Drive, Suite 100, Nacogdoches, TX 75965

The team at Clarus Wealth Group has developed and refined a process called the '20/20 Formula' that puts every piece of your financial puzzle together. Our practice creates the client experience and our process puts all the pieces together for you as your life unfolds. With our defined process guiding the way, our clients look towards the future with appreciation instead of apprehension.

4
Debra Floyd, financial advisor Nacogdoches TX
Debra L. Floyd
CRD#: 4379645
777 East Austin, Nacogdoches, TX 75965

Debra Floyd (CRD# 4379645) is an Investment Advisor Representative working at Holistic Planning, LLC in Nacogdoches, TX and has 1 year of experience in the finance industry.

5
Joshua Wardle, financial advisor Nacogdoches TX
Joshua A. Wardle
CRD#: 7814827
777 East Austin, Nacogdoches, TX 75965

Joshua Wardle (CRD# 7814827) is an Investment Advisor Representative working at Holistic Planning, LLC in Nacogdoches, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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