# Holistic Financial Partners

Holistic Financial Partners is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://holisticfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/holistic-financial-partners

## Regulatory record

- **CRD number:** 170913
- **SEC file number:** 801-79580
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170913

## About

HOLISTIC FINANCIAL PARTNERS, LLC is an SEC-registered investment adviser in INDIANAPOLIS, IN, since 2014. The firm manages approximately $445 million in assets. It employs 6 staff and 4 investment advisers.

## Questions

### How is Holistic Financial Partners structured as a fiduciary?

The firm operates as a registered investment adviser (RIA), which legally obligates it to a fiduciary standard in client interactions. Its Form ADV filing confirms independence from broker-dealer and insurance company affiliations, eliminating product-sale conflicts. The RIA structure requires it to prioritize client interests in all investment and planning recommendations.

### What is the firm's investment management approach?

The firm applies a strategic asset allocation methodology, primarily constructing portfolios with low-cost ETFs and mutual funds. Portfolio management focuses on aligning client risk tolerance with broad market exposure, complemented by regular rebalancing. The strategy emphasizes retirement income planning and long-duration total return objectives.

### How does Holistic Financial Partners handle retirement distribution planning?

Retirement distribution planning integrates Social Security claiming strategies, required minimum distribution management, and sustainable withdrawal rate analysis. The planning process evaluates tax-efficient withdrawal sequencing across taxable, tax-deferred, and tax-free account types. The firm coordinates with client CPAs and estate attorneys to formalize income plans.

## Related profiles

- [Holden Family Office](https://altss.com/profile/holden-family-office-llc)
- [Holistic Solutions](https://altss.com/profile/holistic-solutions)

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Last updated: 2026-06-03T20:00:00.000Z

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