DISCLOSURES

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. 

 
Holistic Planning does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.

 

Holistic Planning 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, articles written by third parties, firm written newsletters and/or publications, and third-party links.

 

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Holistic Planning) will be profitable or equal any historical performance level(s).

 

The opinions referenced on this website are as of the date of publication and are subject to change without notice or due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.

 
ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD-PARTY WEB SITE LINKED TO THIS WEB SITE.”

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 Holistic Planning Form CRS.

Form ADV Part 2

For information pertaining to the registration status of Holistic Planning, a copy of Holistic Planning’s current written disclosure statement discussing Holistic Planning’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov (CRD No. 324250) or from Holistic Planning upon written request at info@holisticplanning.com 

Privacy Policy

Please click the link to access Holistic Planning Privacy Policy.

Scroll to Top