Holistic-Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides financial planning and investment consultation to individuals and businesses, and it also offers periodic educational workshops and seminars on topics such as retirement, college funding, and estate planning. Although categorized as an investment manager, the firm’s brochure states it currently does not report client assets under its direct management and may refer clients to third‑party managers when appropriate.
The firm’s advice combines fundamental and technical analysis and commonly employs strategies such as core‑plus‑satellite and Modern Portfolio Theory, with an emphasis on diversified, tax‑efficient, and low‑cost investment vehicles where practical. Engagements can be delivered as broad-based or modular financial plans and are typically nondiscretionary, with investment policy statements prepared when appropriate and periodic or on‑demand reviews encouraged.
Compared with many peers, the firm uses hourly and fixed‑fee planning arrangements rather than a percentage‑of‑assets model and discloses that some newly offered services (insurance sales, notary and loan‑signing activities) may involve commissions. The combination of offering educational seminars, charging hourly fees, and providing commissionable insurance services — while reporting no direct AUM — is an uncommon mix among firms in this category.
Client services
Financial planning
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
Medicare planning
General retirement planning
Tax strategies for small businesses
Fee options
Fixed fees ranging from $500 to $4,000, depending on complexity and services.
Commissions may be received from sales of new insurance policies; firm is considered fee-based RIA.
Initial planning engagement: $240 per hour billed in 15-minute increments; ongoing services: discounted $120 per hour.
Fee-only: Hourly fee of $240 per hour for initial planning engagement; discounted hourly fee of $120 per hour for ongoing services; fixed fees ranging from $500 to $4,000.
Main office location
Holistic-Solutions
Santa Monica CA, United States
Number of offices
1
Most active in
Holistic-Solutions has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")