Fee-only adviser · Clifton Park, NY
Holistic Wealth Advisors
Holistic Wealth Advisors is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Clifton Park, New York. On its latest Form ADV, filed October 1, 2026, it reports $279M in regulatory assets under management, 642 individual clients and 6 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 | SEC-registered |
|---|---|
| Firm CRD number | 332918 · SEC file 801-131511 |
| Office | 5 Southside Drive Suite 204 Clifton Park, NY 12065 |
| Phone | (518) 357-3858 |
| Website | www.holisticwealthadvisors.com |
| Regulatory assets under management | $279M |
| Individual clients | 526 non-high-net-worth, 116 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 10 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 1, 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 sponsors or manages a wrap fee program; ask what the bundled fee covers.
- 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 Clifton Park
- Capital Financial Advisors of New York, LLC $260M
- Wilson Advisors, LLC Not reported
See all 3 fee-only advisers in Clifton Park →
Nearby
- Latham 3 firms
- Schenectady 2 firms
- Glenville 1 firm
- Ballston Spa 1 firm
- Malta 2 firms
- Guilderland 1 firm
- Troy 2 firms
- Albany 11 firms
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