Holistic Planning, LLC
Holistic Planning, LLC is a fiduciary financial advisory and wealth management firm headquartered in Sedona, Arizona. The firm provides comprehensive, planning-first advisory services encompassing investments, tax strategies, estate planning, retirement planning, and risk management. Holistic Planning operates on a transparent, fee-only model and serves individuals seeking personalized, long-term financial strategies that align with their values and goals. Its service model emphasizes integrated advice connecting all facets of clients’ financial lives. The firm provides services mainly to high-net-worth individuals, business owners, and those preparing for retirement, aiming to deliver clear, objective, and consistent advice. Firm size and founding year are not disclosed publicly; however, it is a boutique operation offering highly personalized advice.
Investment Strategy
Holistic Planning employs a highly personalized, planning-first investment approach focused on long-term growth, risk management, and financial security. They design diversified investment portfolios tailored to each client's goals, income needs, and risk tolerance. Their strategies integrate tax efficiencies, estate planning, and values-based investing, aiming for balance between growth and stability and adapting over time as client circumstances or market conditions evolve. The firm avoids proprietary products and sales-driven recommendations, instead providing objective advice aligned solely with clients' interests.
Top Holdings
Equity Positions (214)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U USFR | WISDOMTREE TR | 9.68% | $33.8M | 672,397 | $50.23 | $50.31 | -$4.8M |
B BUXX | EA SERIES TRUST | 5.75% | $20.1M | 987,926 | $20.28 | $20.32 | +$3.5M |
S STXV | EA SERIES TRUST | 5.19% | $18.1M | 587,680 | $29.62 | $30.82 | +$346.5K |
S STXG | EA SERIES TRUST | 5.08% | $17.7M | 385,237 | $40.32 | $46.02 | +$2.8M |
F FTSM | FIRST TR EXCHANGE-TRADED FD | 4.94% | $17.2M | 288,092 | $59.78 | $59.87 | -$779.4K |