Holistic Planning

Financial Services • Nacogdoches, Texas, United States • 11-20 Employees

Company overview

Headquarters	777 E Austin St, Nacogdoches, Texas 75965, US
Phone number	+19368000800
Website	holisticplanning.com
NAICS	52
Keywords	Wealth Management, Retirement Planning, Investment Management, Family Office Services, Charitable Giving, Strategic Tax Planning, Business Retirement Planning
Employees	11-20
Socials

Key Contacts at Holistic Planning

Christa Coulter

Director Of Client Onboarding

Brooke Keith

Director Of Client Relations

Holistic Planning Email Formats

Holistic Planning uses 1 email format. The most common is {first name} (e.g., john@holisticplanning.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@holisticplanning.com	100%

About Holistic Planning

We’re a Fee-Only RIA committed to going beyond the norm of just investment advice. You need an advocate that understands how each aspect of your financial life affects another and how every decision impacts you and your peace of mind. As you search for the perfect advisor, just know that the level of holistic planning we pursue is uncommon in our industry, and you deserve it.

Holistic Planning revenue & valuation

Annual revenue	$1,026,660
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,300,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

Employees by Department

Holistic Planning has 6 employees across 1 departments.

Departments

Number of employees

Funding Data

Holistic Planning has never raised funding before.

Holistic Planning Tech Stack

Discover the technologies and tools that power Holistic Planning's digital infrastructure, from frameworks to analytics platforms.

SiteGround

Hosting

Astra

WordPress themes

Gravity Forms

Form builders

Swiper

JavaScript libraries

jQuery UI

JavaScript libraries

Elementor

Page builders

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Frequently asked questions

Holistic Planning is located in Nacogdoches, Texas, US.

You can reach Holistic Planning at +19368000800.

Holistic Planning has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Holistic Planning

Christa Coulter

Director Of Client Onboarding

Brooke Keith

Director Of Client Relations

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