Holistic Planning
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
777 E Austin St, Nacogdoches, Texas, 759...Website
www.holisticplanning.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
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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
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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.
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Holistic Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Holistic Planning.
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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
