# Holistic Planners

> Holistic Planners is a state-registered investment advisory firm in Washington, DC, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 2, 2026.

- CRD: 170933
- Filed as: HOLISTIC PLANNERS
- Legal name: Holistic Planners Network, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Washington, DC
- Filing period: October 2026
- Form ADV filing dated: July 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170933
- AdvisorCensus page: https://advisorcensus.com/firm/holistic-planners-washington-dc-170933

## Quick answers

**How is Holistic Planners compensated?**
On its Form ADV (Item 5.E, October 2026), Holistic Planners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Holistic Planners located?**
Holistic Planners' principal office is in Washington, DC, according to its Form ADV.

**Is Holistic Planners registered with the SEC or a state?**
Holistic Planners is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170933.

**How much does Holistic Planners manage?**
Holistic Planners reports $15,802,984 in regulatory assets under management in its Form ADV filing dated July 2, 2026 (95% discretionary).

**What types of clients does Holistic Planners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (64).

**Does Holistic Planners 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/170933

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $15,802,984
- Discretionary: $15,002,984
- Non-discretionary: $800,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 64 | $15,802,984 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2014 (12 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- holisticplannersnetwork.com
- Facebook @HLPNetwork
- X @hp_insights

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Holistic Planners (CRD 170933): Form ADV filing data as of October 2026.