Holistic-Solutions, led by Tom Binder, provides advice and education on financial planning and investment consultation. Services include cash flow and budgeting, education funding, retirement planning, risk management, estate and tax planning, and business consulting. The firm also conducts educational workshops and seminars. Holistic-Solutions does not manage client assets directly.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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.
One-Time Plan:$500 - $4,000
Hourly Rate:$240/hr
Loading...