Holly Kindel is a CFP-designated registered investment advisor at Prospettiva Financial, based in San Francisco, CA, with 22 years of industry experience. Holly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 294 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee is 1.25% of assets under management. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
22 Battery Street, Suite 426, San Francisco, CA, 94111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Holly is the principal of Delphi Coaching LLC, providing financial coaching a few hours per week. She also serves as treasurer for Sage Financial Solutions, Inc., a non-profit that trains financial professionals, dedicating minimal time to this role.
Employment History
Current Registrations
Prospettiva Financial
Previous Registrations
Occidental Asset Management, LLC
Mosaic Financial Partners, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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