Karly Holland is a CFP-designated registered investment advisor at Divergent Planning, based in Bethesda, MD, with 6 years of industry experience. Karly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Federal Employees, Financial Planning & Coaching, and 4 more. Their firm serves 268 clients with $420M 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 | 1.55% |
| $500K - $1000K | 1.30% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Contact
Karly Holland
Location
6701 Democracy Blvd., Suite 300, Bethesda, MD, 20817
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Divergent Planning
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
Additional Information
Karly’s inspiration for a career in financial planning was sparked in college when she realized that many of her peers didn’t understand basic budgeting. Karly’s dad had taught her to be responsible with money, and she wanted to build on that knowledge so she could help herself and others. Today as a CERTIFIED FINANCIAL PLANNER™ professional, she is thrilled to help our clients understand the why and the how of their financial planning recommendations so that they can feel confident that they are on the right track.