Holcombe Financial, Inc.
SEC RegisteredOur Process is Different. Discover a refreshing new perspective for your financial independence from our fee-only advisory firm.
About the firm
Holcombe Financial is a fee-only advisory firm focused on helping clients reach their Point of Independence (POI)—the moment when investment income exceeds family overhead and work becomes optional. The firm developed its own financial planning app, BluePages, over a decade ago to help clients make smarter financial decisions. They serve entrepreneurs, corporate professionals, and those pursuing Financial Independence and Retire Early (FIRE).
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Management, Estate Planning, Tax Planning, Liability Risk Management, Cash Flow Planning, and Retirement Planning, supported by proprietary financial planning technology (BluePages) and third-party platforms including Orion Advisor Solutions, Wealthbox CRM, Sharefile Premium, Holistiplan, and Pontera.
Who they serve
Entrepreneurs, corporate professionals (including top talent inside Fortune 500 companies), and individuals pursuing Financial Independence and Retire Early (FIRE).
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 83 | $44M |
| High Net Worth Individuals | 96 | $366M |
| Pension/Profit Sharing Plans | 3 | $14M |
| Charitable Organizations | 5 | $27M |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.25% |
| Next $4,500,000 | 0.90% |
| Next $5,000,000 | 0.75% |
| Assets over $10 million | 0.50% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Holcombe Financial, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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