Robert Holman

CFA®, CFP®

Holman Wealth Management

Founder and CCO

Contact Me

Robert Holman

CFA®, CFP®

Holman Wealth Management

Founder and CCO

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robert Holman, CFA®, CFP®

Contact Me

972-702-6032

Website

Fee-Only financial planner located in Dallas, TX, serving clients locally and across the country

Meet Robert Holman

Robert Holman is a Dallas, TX fee-only financial planner. Holman Wealth Management provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Robert Holman is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Contact Robert Holman

972-702-6032

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 4035 Shady Hill Drive
    Dallas, TX 75229-2844

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser