# Holistic View Financial, LLC

> Holistic View Financial, LLC is a state-registered investment advisory firm, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 288975
- Filed as: HOLISTIC VIEW FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288975
- AdvisorCensus page: https://advisorcensus.com/firm/holistic-view-financial-llc-288975

## Quick answers

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

**Is Holistic View Financial, LLC registered with the SEC or a state?**
Holistic View Financial, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288975.

**How much does Holistic View Financial, LLC manage?**
Holistic View Financial, LLC reports $33,477,532 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Holistic View Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (16); individuals (other than high net worth individuals) (10).

**Does Holistic View Financial, 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/288975

## 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: $33,477,532
- Discretionary: $33,477,532
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $5,443,887 |
| High net worth individuals | 16 | $28,033,645 |

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

### Firm details
- Registered since: 2017 (8 years)
- Employees: 2 total, 1 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.

### Websites listed on Form ADV (Item 1.I)
- holisticviewfinancial.com
- Facebook @Holistic-View-Financial-LLC-287624665109708
- LinkedIn @sunilharpalani

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Holistic View Financial, LLC (CRD 288975): Form ADV filing data as of October 2026.