Will has 20 years experience in the financial planning industry where he started Holt Financial Group in 2005 in Greenville, SC as the Agency Principle before joining Carolinas Wealth Management Group in 2019. Will is from the area and attended Riverside High School before moving to Charlotte, NC where he graduated from Charlotte Latin School. Will and his wife Jaime met in High School and both attended Clemson University.
Will currently lives in Greer with his wife Jaime and three daughters Elizabeth, Brooklyn and Caroline. He spends his down time playing basketball and attending his daughters soccer, volleyball and basketball games.
We are a full service financial planning firm ready to help you meet your retirement income needs and goals.
William H. Holt, Jr
General Information |
| Firm Start Year: | 2002 | |
| No. of Employees: | 10-19 | |
| Name of Broker/Dealer: | SilverOak Securities |
| Name of Custodial Firm: | Charles Schwab |
| Number of Years with Current Firm: | 23 |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | Insurance Products & Annuities, Estate Planning & Trusts, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Mortgages & Real Estate, Stocks, Bonds, Annuities, Insurance, Mutual Funds, Alternative Investments |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Email, Your Office, Video Conference, Our Offices |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident, Casualty, Property, Disability |
Firm Information |
| Firm's Number of Clients: | 15000 |
| Firm's Number of Planning Clients: | 5000 |
| Firm's Number of Managed Clients: | 500 |
| Assets Managed by Firm: | 25,000,000 |
| Advisor's Number of Clients: | 500 |
| Advisor's Number of Managed Clients: | 100 |
| Advisor's Number of Planning Clients: | 100 |
| Assets Managed by Advisor: | $100,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $50,000 |
| Compensation Methods: | Based on Assets |
| Fee % Based on Assets: | .75 -1.5% |
| Additional Details on Charges: | Assets under management fee percentage based on a tiered scale depending on assets. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Greenville | Spartanburg |
| Anderson | Laurens |
| Pickens | |
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