# Holistic-Solutions

> Holistic-Solutions is a state-registered investment advisory firm in Santa Monica, CA, registered since 2020, with no regulatory assets under management reported in its Form ADV filing dated June 3, 2026.

- CRD: 300370
- Filed as: HOLISTIC-SOLUTIONS
- Legal name: Binder TOM Alan
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Santa Monica, CA
- Filing period: October 2026
- Form ADV filing dated: June 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300370
- AdvisorCensus page: https://advisorcensus.com/firm/holistic-solutions-santa-monica-ca-300370

## Quick answers

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

**Where is Holistic-Solutions located?**
Holistic-Solutions' principal office is in Santa Monica, CA, according to its Form ADV.

**Is Holistic-Solutions registered with the SEC or a state?**
Holistic-Solutions is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 300370.

**Does Holistic-Solutions 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/300370

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- holistic-solutions.org

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Holistic-Solutions (CRD 300370): Form ADV filing data as of October 2026.