Marina Muehlke is a registered investment advisor at Holistic Financial Planning LLC, based in Westminster, MA, with 3 years of industry experience. Marina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Holistic Financial Planning offers investment review services on an hourly basis. The hourly fee is $200, and the total cost will depend on the complexity of your situation. You'll receive an estimate at the start of the engagement. Holistic Financial Planning will provide observations and recommendations, but you are responsible for implementing any changes.
Location
Westminster, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marina works as an Investor Relations Director at Cahoon Capital Management since 2021, dealing with accredited investors in private lending for fix and flip properties. The time commitment varies significantly, ranging from a few hours to a full workday, and involves communications and paperwork creation.
Employment History
Current Registrations
Holistic Financial Planning LLC
Previous Registrations
Wingate Wealth Advisors, 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.