Russell Holcombe is a CFP-designated registered investment advisor at Holcombe Financial, INC., based in Atlanta, GA, with 21 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 186 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee Estimator
Location
4151 Ashford Dunwoody Road, Suite 165, Atlanta, GA, 30319
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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
Russell is a real estate broker buying and selling real estate, dedicating minimal time to this activity. He also owns POI Management, the General Partner of HF Income Fund, LP, spending a few hours per week on this investment-related activity.
Employment History
Current Registrations
Holcombe Financial, INC.
Previous Registrations
Holcombe Financial INC.
Applied Financial Group INC
State Registrations2 states
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.