HV
CFP
HV
CFP

Holden Varvel

5 Years of Experience
Hendersonville, TN
May Earn Commission

Holden Varvel is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hendersonville, TN, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Hendersonville, TN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Previous Registrations
Total Wealth Planning, LLC
October 2020 - July 2025 · 4 yrs 9 mos
State Registrations1 state
TN
Advisor

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
No exam information available for this advisor.