# Holistic Financial Planning LLC

> Holistic Financial Planning LLC is a state-registered investment advisory firm, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated April 7, 2026.

- CRD: 324132
- Filed as: HOLISTIC FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: April 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324132
- AdvisorCensus page: https://advisorcensus.com/firm/holistic-financial-planning-llc-324132

## Quick answers

**How is Holistic Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Holistic Financial Planning LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Holistic Financial Planning LLC registered with the SEC or a state?**
Holistic Financial Planning LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324132.

**Does Holistic Financial Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/324132

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Holistic Financial Planning LLC (CRD 324132): Form ADV filing data as of October 2026.