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Holman Wealth Management - The Defensive Advisor

4035 Shady Hill Drive

Dallas, Texas  75229

Phone   972-702-6032

RobertH@defensiveadvisor.com

 

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Pricing

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We manage client portfolios for the industry-standard charge of 1% of assets under management (AUM).  We also provide complimentary planning services to our investment clients, which includes a projection of the likelihood of achieving your financial goals, typically focusing on financial independence as the primary objective.

 

We charge a one-time fee of $500 to create a financial plan with actionable steps for those individuals who are non-investment clients, with a quarterly fee for advice on outside investment accounts and for ongoing financial planning services.

Holman Wealth Management - The Defensive Advisor

Dallas, TX 75229 

RobertH@defensiveadvisor.com 

972-702-6032 

Last Edited: December 2020

 

Holman Wealth Management LLC is a registered investment adviser offering advisory services in the State of Texas. Registration does not imply a certain level of skill or training. The information shared on this page shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
 
The opinions voiced herein are for general information only and are not intended to provide specific advice or recommendations for any individual without complete knowledge of that individual’s total financial profile.  To determine what is appropriate for you, consult a qualified professional financial advisor.  While we provide general tax and legal information, please consult with a tax professional or attorney on tax and legal issues before proceeding on such information.  No investment strategy guarantees success or assures against occasional losses.

 

© 2020 by defensiveadvisor.com and Holman Wealth Management LLC.  Created with Wix.com.

 

CFA - Chartered Financial Analyst (or CFA®): The CFA charter is the gold standard for the investment industry. CFA charterholders enjoy a mark of the highest distinction in the investment management profession, a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. Passing the three six-hour cumulative CFA exams (Levels I, II, III) is a difficult feat that requires extensive study (successful CFA candidates report spending an average 3,000 hours of study to become a CFA). Earning the CFA charter demonstrates mastery of many of the advanced skills needed for investment analysis and decision making in today’s quickly evolving global financial industry.

 

To earn the CFA charter, candidates must master a broad-based curriculum of investment principles and commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct. The CFA Program curriculum provides a comprehensive framework of knowledge for investment decision making and is firmly grounded in the knowledge and skills used every day in the investment profession. The three levels of the CFA Program test a proficiency with a wide range of fundamental and advanced investment topics, including ethical and professional standards, fixed-income and equity analysis, alternative and derivative investments, economics, financial reporting standards, portfolio management, and wealth planning.

 

The CFA Institute Code of Ethics and Standards of Professional Conduct, enforced through an active professional conduct program, require CFA charter holders to:

  • Place their clients’ interests ahead of their own

  • Maintain independence and objectivity

  • Act with integrity

  • Maintain and improve their professional competence

  • Disclose conflicts of interest and legal matters

 

CFP® (CERTIFIED FINANCIAL PLANNER™): The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”). Individuals who become certified must complete 30 hours of continuing education every two years, and agree to be bound by ethics requirements, in order to maintain the right to continue to use the CFP® marks.

 

The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:

  • Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services - including insurance and risk management, employee benefits, investments, income tax, retirement, and estate planning;

  • Examination – Pass the comprehensive CFP® Certification Examination - includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real-world circumstances;

  • Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent); and

  • Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.

 

Proud member of XY Planning Network! Advisors displaying this badge have been accepted into XY Planning Network by vowing to adhere to strict fiduciary standards, and carry the CFP® designation. XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve their Gen X and Gen Y peers by providing comprehensive financial planning services without commissions, product sales or asset minimums. 

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