Holden Paul Varvel
5 Years of Experience
May Earn Commission
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
6151 advisors
Number of Clients
481,566 clients
Average Client Portfolio
$716K average
Assets Under Management
$344.9B
Fee Structure
Minimum Investment:$25K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4665 Cornell Rd., Ste. 160, Cincinnati, OH, 45241
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2025 - Present · 6 mos
Previous Registrations
Total Wealth Planning, LLC
October 2020 - July 2025 · 4 yrs 9 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.