RIA Intel›Advisers›District of Columbia›HOLISTIC PLANNERS NETWORK, LLC

HOLISTIC PLANNERS NETWORK, LLC

Advisory

WASHINGTON, DC

Data as of Jul 2, 2026 · Source: SEC Form ADV

Rank in DC

#123

of 126 advisers by AUM

Average account

$247K

across 64 accounts

AUM per adviser

$8M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 2, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$16M

Discretionary AUM$15M

Non-Discretionary AUM$800K

Discretionary %94.9%

Total Clients64

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDC, MD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

64 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in DC

Closest by assets under management. All figures from Form ADV.

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STERN, STEVEN DAVID CFA

$21M

COLUMBIA FINANCIAL ADVISORS LLP

$10M

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