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- Custodian
- Altruist · Ascensus · Charles Schwab & Company · Nationwide
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-14-2014
- Office Locations
- 2
Office Locations
About Holistic Planners
Holistic Planners Network is a vetted network of holistic planning professionals providing vertically integrated life and money management for complex client needs. The organization emphasizes lean operating principles paired with personalized care. HPN is no longer onboarding investment management or financial planning clients directly; it now connects prospects to carefully vetted advisors and advisory firms.
Reported data analysis
What the numbers show
Of the latest reported AUM, 94.9% is discretionary and 5.1% is non-discretionary.
The firm reports 2 advisory representatives and 67 clients, or 33.5 clients per representative. That equates to $235.9K in reported AUM per client.
The profile lists 2 reported office locations and 12 years in operation. The source data was last updated on July 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Holistic Planners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DEMETRIUS SINCLAIR FELDER
Investment Adviser Representative
- CRD
- #3026253
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
BARBARA RACHEL HOLLIS
Investment Advisor Representative
- CRD
- #2208181
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,002,984 | -- |
| Non-Discretionary | $800,000 | -- |
| Total | $15,802,984 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Holistic Planners has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.