Holly Kindel is a CFP-designated registered investment advisor at Prospettiva Financial, based in San Francisco, CA, with 22 years of industry experience. Holly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 66 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee for wealth management services. Fees are negotiable.
Fee Estimator
Location
22 Battery Street, Suite 426, San Francisco, CA, 94111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Holly is the principal of Delphi Coaching LLC, providing financial coaching a few hours per week. She also serves as treasurer for Sage Financial Solutions, Inc., a non-profit that trains financial professionals, dedicating minimal time to this role.
Employment History
Current Registrations
Prospettiva Financial
Previous Registrations
Occidental Asset Management, LLC
Mosaic Financial Partners, INC.
State Registrations1 state
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