Form CRS

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 Uptick Partners Form CRS.

Form ADV Part 2

For information pertaining to the registration status of Uptick Partners, LLC, a copy Uptick Partners’

current written disclosure statement discussing Uptick Partners’ business operations, services,

and fees is available at the SEC’s investment adviser public information website or from Uptick

Partners, LLC at no charge upon written request. Please click this link to access Uptick Partners


Privacy Policy

Please click the link to access Uptick Partner’s Privacy Policy.

General Website Disclaimer

Holistic Planning, LLC (“Holistic Planning”) provides investment advisory services through Uptick

Partners, LLC, a Registered Investment Adviser. Uptick Partners, LLC (“Uptick Partners”) and its

advisors follow the current filing requirements imposed upon registered investment advisors by

those jurisdictions in which Uptick Partners maintains clients. Uptick Partners may only transact

business in those states in which it is registered or qualifies for an exemption or exclusion from

registration requirements.

Holistic Planning’s website is limited to the dissemination of general information pertaining to its

advisory services, together with access to additional investment related information, publications,

and links.

The publication of Holistic Planning’s website on the internet should not be construed by any client

and/or prospective client as Holistic Planning solicitation to effect, or attempt to effect

transactions in securities, or the rendering of personalized investment advice for compensation,

over the internet. Any subsequent, direct communication by Holistic Planning with a prospective

client shall be conducted by an advisor that is either registered or qualifies for an exemption or

exclusion from registration in the state where the prospective client resides. For information

pertaining to the registration status of Uptick Partners, please contact the SEC or the state

securities regulators for those states in which Uptick Partners maintains a filing. A copy of Uptick

Partners’ current Form CRS and written ADV Part 2A disclosure statement discussing Uptick

Partners business operations, service, and fees is available from Uptick Partners or Holistic

Planning upon written request.

Certain portions of Holistic Planning website (i.e. newsletters, articles, commentaries, etc.) may

contain a discussion of, and/or provide access to, Holistic Planning (and those of other investment

and non-investment professionals) positions and/or recommendations of a specific prior date. Due

to various factors, including changing market conditions, such discussion may no longer be

reflective of current position(s) and/or recommendations(s). Additionally, no client or prospective

client should assume that any such discussion serves as the receipt of, or a substitute for,

personalized advice from Holistic Planning, or form any other investment professional. Holistic

Planning is neither an attorney nor an accountant, and no portion of the website content should be

interpreted as legal, accounting or tax advice.

Holistic Planning may provide links from this website to a third-party website or permit a link from a

third-party website to this site. Such links are for your convenience only and do not imply any

affiliation with, or an endorsement, authorization, sponsorship or promotion of the third-party

website or its owner. Holistic Planning does not control or review any link, and accepts no

responsibility for the content, products or services provided at these linked websites. If you decide

to access such third-party websites, you do so solely at your own risk and you should be aware that

third-party websites are governed by their own terms and conditions and privacy policies.

To the extent that any client or prospective client utilizes any economic calculator or similar device

contained within or linked to Holistic Planning’s website, the client and/or prospective client

acknowledges and understands that the information resulting from the use of any such

calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt

of, or a substitute for, personalized individual advice from Holistic Planning, or from any other

investment professional.

Past performance may not be indicative of future results. Therefore, no current or prospective

client should assume that future performance of any specific investment or investment strategy

(including the investments and/or investment strategies recommended or undertaken by Holistic

Planning) made reference to, directly or indirectly, by Holistic Planning in its website, or indirectly

by a link to an unaffiliated third-party website, will be profitable or equal the corresponding

indicated performance level(s). Different types of investments involve varying degrees of risk, and

there can be no assurance that any specific investment will either be suitable or profitable for a

client or prospective client’s investment portfolio.

Holistic Planning reserves the right in its sole discretion to refuse permission or to cancel

permission to link to this site at any time. Holistic Planning does not make any representations or

warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any

information prepared by any unaffiliated third party, whether linked to Holistic Planning website or

incorporated herein and takes no responsibility therefor. All such information is provided solely for

convenience purposes only and all users thereof should be guided accordingly.

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