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Hollen Financial Planning, Ltd. (Reno)


Hollen Financial Planning, Ltd. is an adviser based in Reno. It manages $55.48 million of regulatory assets for 162 client accounts. It has been registered with the SEC as an adviser since 2010.

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Hollen Financial Planning provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hollen Financial Planning: assets under management

The assets under management (AUM) of Hollen Financial Planning, Ltd. is $55.48 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $55.48 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $342.47 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hollen Financial Planning, Ltd. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Reno

The principal office where Hollen Financial Planning, Ltd. performs its advisory services is located at 4741 Caughlin Parkway, Reno, NV 89519 The mailing address of the firm is Po Box 6629, Reno, NV 89513. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 775-827-0670 or by fax 775-827-6481. The normal business hours are 9:00 am - 4:30 pm on Other. You can find more information about the New York firm at www.hollenfinancialplanning.com.


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