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Holistic PlanningFinancial advisor in Nacogdoches, TX

Holistic Planning is a financial advisor at 777 E Austin St, Nacogdoches, TX 75965, ranked #2 of 15 financial advisors in Nacogdoches and rated 5.0 from 67 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Nacogdoches, TXUpdated 0 paid placements in any rankingHow we rank

Call (936) 800-0800Website ↗

Key facts

Key facts about Holistic Planning
Address777 E Austin St, Nacogdoches, TX 75965Get directions
Phone(936) 800-0800
Websiteholisticplanning.com
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating5.0 from 67 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Nacogdoches and 1 town within 25 miles: Lufkin.

Based in Nacogdoches, TXView on map

Opening hours

Opening hours for Holistic Planning
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Holistic Planning

How is Holistic Planning ranked in Nacogdoches?

Holistic Planning is ranked #2 of 15 financial advisors in Nacogdoches by RFA Score, with 77 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Holistic Planning’s hours?

Holistic Planning is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Holistic Planning serve?

Serves Nacogdoches and 1 town within 25 miles: Lufkin. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Holistic Planning?

Holistic Planning has a rating of 5.0 from 67 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Holistic Planning?

Call Holistic Planning on (936) 800-0800. The business is at 777 E Austin St, Nacogdoches, TX 75965. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Holistic Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Holistic Planning (this business)—775.0 (67)NoNo
Western Finance#1794.9 (136)YesNo0.9 mi
Western Finance#3744.9 (147)YesNo21.3 mi
Still Financial#4705.0 (6)NoNo0.7 mi

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