Alan Holman
Alan Holman is a CFP-designated registered investment advisor at Apollon Wealth Management, LLC, based in Denver, CO, with 27 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 6,762 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apollon Wealth charges an annual advisory fee based on the value of your portfolio or a flat dollar fee, up to 2.00% annually. Additional costs may apply for accounts invested with sub-advisors or in certain investment strategies, such as Direct Indexing (0.10% fee) or accounts managed by CJ Lawrence division (0.30% fee). Some strategies have a supplemental cost that replaces the standard fee, paid directly by the program sponsor. Fees are negotiable and can vary based on the size and complexity of the relationship. There may be an account minimum, which can cause the total annual effective fee rate to be higher than 2.00%.
Location
950 Seventeenth Street, Denver, CO, 80202
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Regulatory History (1)
Judgment / Lien
August 2018Other Business ActivitiesSells Insurance
Alan operates under the DBA Alan Holman CFP and owns rental real estate since 2004, dedicating minimal time to it. He is also an independent representative with various insurance carriers for fixed products and owns ADH Wealth Management, a personal holding company, dedicating a few hours per week.
Employment History
Current Registrations
Apollon Wealth Management, LLC
Previous Registrations
Cascade Financial Management, INC.
Cascade Financial Management, INC.Broker
Adrian & Associates INC
Adrian & Associates INC
Geneos Wealth Management, INC.Broker
Geneos Wealth Management, INC.
Cg Brokerage L.L.C.Broker
Clifton Gunderson Wealth Management
Cap Pro Brokerage Services, INC.Broker
Adrian & Associates INC
Royal Alliance Associates, INC.Broker
First Springfield Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.