Report card.

Holistic Planning · Nacogdoches, TX

From SEC Form ADV filings, advisor registrations and this firm's page on Advicer.bio. Grades compare it with the typical wealth management RIA.

Firm page

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Growth

Not enough filings yet

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Advisors

No advisor data

Tech stack

3 tools listed on Advicer.bio

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Marketing

No marketing data yet

Advicer page

5 of 7 done

Growth

$1.4Bassets under management

–asset growth, two years (typical +34%)

–advisory staff

–individual clients

Not on Organic Growers: firms qualify by growing assets faster than the typical firm while adding staff and advisors.

Advisors won and lost

No advisor moves on record.

Not on Talent Magnets (RIAs that recruited 3 or more advisors in 12 months).

Firms its size

Wallace Capital Management, Inc. · Dallas, TX · $1.49B
Hhm Wealth Advisors, LLC · Chattanooga, TN · $1.47B
Callahan Advisors, LLC · Houston, TX · $1.33B

Compare side by side

Tech stack

Altruist · Charles Schwab · HolisticOS™

What the fastest growers run

–Orion on 40.4% of their stacks
–SS&C Black Diamond on 23.4% of their stacks
–eMoney on 40.4% of their stacks
–Envestnet Tamarac on 17% of their stacks

Marketing

No marketing data for this firm yet.

Its Advicer page

✓Logo
✓Website
✓A line about the firm
✓Tech stack
✓Advisors linked
–Fees and minimum · Say what clients pay, and your minimum
–How you work · Lay out your process in 3 or 4 steps

Work here? Claim the firm's page to fill in what's missing and see which firms visit it. Advisors there can claim their own pages too.

Go to the firm page

Grades: growth compares two-year asset growth with the typical wealth management RIA (A is 1.5× typical or more); advisors is A for a top 100 Talent Magnet, otherwise by net advisors in 12 months; tech stack by tools listed; marketing by the share it does of six things the fastest growers do more (testimonials, endorsements and ratings in its ads, from Form ADV 5.L; a YouTube channel, a niche and a monthly blog on its website), of those we could check; the page by how complete it is, including the fees, minimum and process prospects look for first. Assets include market gains and acquisitions. Public data only; not a recommendation.