General Website Disclaimer
“Holistic Planning, LLC (“Holistic Planning”) is an SEC registered investment adviser located in Nacogdoches, Texas. Registration as an investment adviser does not imply a certain level of skill or training. The publication of Holistic Planning’s web site on the Internet should not be construed by any consumer or prospective client as Holistic Planning’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.
Form CRS (Client Relationship Summary) is a uniform disclosure document prescribed by the SEC; it is intended to enhance investor protection by providing succinct and relevant information to retail investors, thus enabling comparability between broker-dealers and investment advisers. Please click this link to access Holistic Planning Form CRS.
Form ADV Part 2
Form ADV is the uniform form used by investment advisers to register with both the SEC and state securities authorities. The brochure is the primary disclosure document for investment advisers.
A copy of Holistic Planning’s current written disclosure statement as set forth on Form ADV, discussing Holistic Planning’s business operations, services, and fees is available from Holistic Planning upon written request.