# Holistic Financial Planning LLC

Holistic Financial Planning LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://holisticfinancialplanning.com

## Regulatory record

- **CRD number:** 324132
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324132

## About

HOLISTIC FINANCIAL PLANNING LLC is a state-registered investment adviser. It has one employee.

## Questions

### Does Holistic Financial Planning participate in fund commitments or only direct deals?

The firm does not make fund commitments or direct private equity investments. It operates as a traditional RIA, managing client assets through custody accounts and selecting among publicly available investment vehicles. Its role is advisory, not as an institutional allocator.

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

Canonical page: https://altss.com/profile/holistic-financial-planning-llc

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