Fee-only adviser · Washington, DC
Holistic Planners
Holistic Planners is a fee-only investment adviser registered with the securities regulators of District of Columbia, Maryland, with its main office in Washington, District of Columbia. On its latest Form ADV, filed July 2, 2026, it reports $16M in regulatory assets under management, 64 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: District of Columbia, Maryland |
|---|---|
| Firm CRD number | 170933 |
| Office | 1901 Pennsylvania Avenue NW Suite 900, PMB 202 Washington, DC 20006 |
| Phone | (240) 508-2169 |
| Website | www.holisticplannersnetwork.com |
| Regulatory assets under management | $16M ($15M discretionary) |
| Individual clients | 64 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 2, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Washington
- Geometric Wealth Advisors, LLC $1.3B
- Lynx Investment Advisory, LLC $1.1B
- Valor Wealth Partners $63M
- Bryspen, Incorporated $329M
- District Capital Management, LLC $30M
- Tyndale Investments, LLC $46M
See all 21 fee-only advisers in Washington →
Nearby
- Arlington 26 firms
- Takoma Park 2 firms
- Chevy Chase 9 firms
- Silver Spring 3 firms
- Alexandria 21 firms
- National Harbor 1 firm
- Bethesda 35 firms
- Cabin John 1 firm
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