Holistic Planning
Finance · Texas, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
777 E Austin St, Nacogdoches, Texas, 759...Website
www.holisticplanning.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About Holistic Planning
Holistic Planning is a firm of fiduciary financial advisors that offers independent financial advice through a planning-first process, integrating estate, tax, and financial planning into a seamless experience. They cater to clients who have saved well and seek to create a legacy with their wealth, providing personalized, long-term financial strategies that align with their values and goals. The firm emphasizes education and transparency, operating on a fee-only model to ensure their recommendations are always in the best interest of their clients. Holistic Planning is dedicated to helping clients navigate their financial needs, from retirement planning to tax strategies, with a commitment to acting in their best interest.Explore more
Holistic Planning Org Chart
MV
Director, Marketing
CC
Director, Client Onboarding
Get the full picture
Sign in to uncover key details.
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Holistic Planning your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Earning: See what the market has to say on Holistic Planning recently announced quarterly report
Website visits: Recent activity has been detected on your website
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Check out if Holistic Planning is spiking on competitors!
Holistic Planning, which may be a good buyer, showed buying intent in Masked Content Topic
Product Launch: Get notified when Holistic Planning launches new products
Click to see if Holistic Planning had a recent Job posting/layoffs
Funding: Get notified immidiatlly once Holistic Planning has new funding data
Congratulate Masked Content for being promoted to Masked Content at Holistic Planning
Check if Holistic Planning has recently received funding, and reach out quickly before it becomes old news!
Recommended Actions
Reach out to Masked Content who joined Holistic Planning as Masked Content
Find more new buyers
Compare Similar Companies to Holistic Planning
Compare insights from companies similar to Holistic Planning, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
JA
Jason AldredCertified Financial Planner & At Aldred, Greenwell & Lane Professional
Company Profile Activity
Activity Insights
Holistic Planning is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Holistic Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Holistic Planning.
Holistic Planning News & Media
Read more news
Top Finance Companies
Top companies in Canada by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Holistic Planning
Sign Up For FreeTo access detailed company insights
Holistic Planning is a firm of fiduciary financial advisors that offers independent financial advice through a planning-first process, integrating estate, tax, and financial planning into a seamless experience. They cater to clients who have saved well and seek to create a legacy with their wealth, providing personalized, long-term financial strate... Read More
