Karly
Holland
Divergent Planning
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About this Advisor
Karly Holland is a certified financial planner working out of Bethesda, Maryland with a total of 2 years of industry experience. Holland is currently employed by Divergent Planning. Their career trajectory has included roles at Divergent Planning, LLC, Moisand Fitzgerald Tamayo, LLC, Homrich Berg, University Of Georgia Food Services, University Of Georgia and High School. Holland is registered to advise clients in Georgia. Divergent Planning is a business headquartered in Bethesda, MD. It handles $198 million in assets under management among its 768 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 768 accounts, 68% belong to high-net-worth individuals who have greater than $1 million in assets. Divergent Planning provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial management typically depend on which services the firm provides the client. Fee types charged by Divergent Planning most likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Divergent Planning Brokerage Details
$197,844,032
8
768
$257,609
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Karly Holland Work History
Karly has been registered as a financial advisor for 2 years.*
Divergent Planning, LLC
Moisand Fitzgerald Tamayo, LLC
Homrich Berg
University Of Georgia Food Services
University Of Georgia
High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Karly Holland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Divergent Planning
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
