Von Holt Financial Advisors, Inc.

Von Holt Financial Advisors is an independent, fee-only registered investment adviser that provides discretionary portfolio management and ongoing financial planning to individual and trust clients. The firm reports managing about $107.3 million for roughly 64 clients and generally requires a $250,000 account minimum while coordinating with clients’ estate, tax and insurance advisors at no additional charge.

The firm implements Modern Portfolio Theory as its investment framework and invests client assets primarily in no-load mutual funds and exchange-traded funds, using fundamental and cyclical analysis to select funds. Accounts are managed on a discretionary basis with quarterly monitoring, regular reporting that compares performance to bond, U.S. and global equity benchmarks and CPI, and trades executed through Charles Schwab as the exclusive custodian.

Von Holt is a small, family-run practice with a long-tenured principal (practicing since the early 1990s) and a younger CFP on the advisory team, a combination that may affect succession and client continuity planning. The firm does not offer wrap-fee programs, states it receives no third‑party commissions or revenue sharing for fund selection, has written proxy-voting procedures, and will sometimes negotiate flat fees or waive fees for immediate family in specific situations.