Joshua Holland is a CFP-designated registered investment advisor at Sycamore Financial Planning, LLC, based in Durham, NC, with 9 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 26 clients with $81M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Sycamore Financial Planning offers investment management as part of their Financial Planning Plus and Business services. These services are billed under an annual fixed fee, with a minimum of $3,950 per year, though this may be discounted. The fee covers both ongoing planning and investment management. The annual fee is based on the services provided, the number of investment accounts, the complexity of your situation, any parameters you’ve provided for investment recommendations, and the amount of household investment assets. Fees are billed quarterly in arrears.
Contact
Joshua Holland
Location
1005 Slater Road, Suite 320, Durham, NC, 27703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sycamore Financial Planning, LLC
State Registrations4 states
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