Holistic Planning, LLC
Holistic Planning, LLC (CRD# 324250) is a financial advisory firm headquartered in Nacogdoches, TX. They manage $398,566,727 in 412 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management399MILLION
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Total Number of Accounts412ACCOUNTS
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Average Account Value$967,395
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, CA, CO, TN, TX
Jason Barber (CRD# 5973780) is an Investment Advisor Representative working at Holistic Planning, LLC in Nacogdoches, TX and has over 12 years of experience in the finance industry.
Steven Barber (CRD# 2265413) is an Investment Advisor Representative working at Holistic Planning, LLC in Nacogdoches, TX and has over 31 years of experience in the finance industry.
The team at Clarus Wealth Group has developed and refined a process called the '20/20 Formula' that puts every piece of your financial puzzle together. Our practice creates the client experience and our process puts all the pieces together for you as your life unfolds. With our defined process guiding the way, our clients look towards the future with appreciation instead of apprehension.
Debra Floyd (CRD# 4379645) is an Investment Advisor Representative working at Holistic Planning, LLC in Nacogdoches, TX and has 1 year of experience in the finance industry.
Joshua Wardle (CRD# 7814827) is an Investment Advisor Representative working at Holistic Planning, LLC in Nacogdoches, TX and has 1 year of experience in the finance industry.