Tom Binder
Tom Binder is a registered investment advisor at Holistic-Solutions, based in Santa Monica, CA, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Following the delivery of your financial plan, Holistic-Solutions offers assistance with its execution for a discounted hourly fee of $120. Payment is due upon receipt of an invoice issued at the end of each month for services.
- Financial planning and investment consultation (hourly) - $240 per hour, billed in 15-minute increments.
- Financial planning and investment consultation (fixed fee) - $500 to $4,000, depending on the complexity of your financial profile, the depth of services, assets, number of accounts, and time involved.
Location
Santa Monica, CA
Get directionsHistory
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
Tom is a fine art publisher, spending approximately half his time on sales, inventory management, licensing, and artist relations. This business is not investment-related and is conducted from a home office.
Employment History
Current Registrations
Holistic-Solutions
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.