John Holman is a CFA, CFP-designated registered investment advisor at Holman Wealth Management, based in Dallas, TX, with 17 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 13 clients with $6.6M 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 | 1.00% |
| $500K - $5.0M | 0.95% |
| $5.0M - $12.0M | 0.90% |
| $12M+ | 0.85% |
Annual advisory fees are not negotiable, but HWM may lower the fee based on the length of time with the firm or below-average administrative costs.
Fee Estimator
Location
Dallas, TX
Get directionsHistory
Regulatory History (1)
Criminal
October 1972Other Business Activities
John has a business entity, Seneca Capital Corporation, for tax/investment purposes since 2014. He also prepares tax returns for individuals through Taxes Now dba, spending a few hours per week on this activity.
Employment History
Current Registrations
Holman Wealth Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
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.