The Holland Group, Retirement Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars. Financial planning was provided to 2,000 clients last fiscal year.
The Holland Group, Retirement Wealth Advisors reports 755 clients. They include 706 individual clients, 38 high-net-worth individuals, and 11 pension and profit-sharing plans. Of its assets, 100.0% ($286M across 1,811 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $286M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 94% | 70% |
| High-net-worth individuals | 5% | 28% |
| Pension and profit-sharing plans | 1% | 1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 706 | $201M | 70.2% | $285K |
| High-net-worth individuals | 38 | $81.5M | 28.5% | $2.14M |
| Pension and profit-sharing plans | 11 | $3.69M | 1.3% | $336K |
| Corporations and other businesses | Fewer than 5 | $500 | 0.0% | — |
| Total | 755 | $286M | 100% | — |
- Clients
- 706
- Regulatory AUM
- $201M
- AUM share
- 70.2%
- Avg. per client
- $285K
- Clients
- 38
- Regulatory AUM
- $81.5M
- AUM share
- 28.5%
- Avg. per client
- $2.14M
- Clients
- 11
- Regulatory AUM
- $3.69M
- AUM share
- 1.3%
- Avg. per client
- $336K
- Clients
- Fewer than 5
- Regulatory AUM
- $500
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 755
- Regulatory AUM
- $286M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 2000
The Holland Group, Retirement Wealth Advisors charges 1.05%–1.25% a year for its Investment Management Services. The fee is billed in advance, is negotiable and requires an account of at least $100,000.
Fee details and sources
Steven Holland owns 50% to 75% of The Holland Group, Retirement Wealth Advisors. It has 10 employees, 3 of them in advisory roles.
Leadership
- Steven HollandCEO and CCO
- Elizabeth HollandCo-Founder
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Allen Leroy Claggett III
- Steven Lloyd Holland
- Joseph Paul Penhallow
Staff
- 10 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of The Holland Group, Retirement Wealth Advisors, LLC
Steven Holland
Control person · since January 2003
- Owns 50% to 75% of The Holland Group, Retirement Wealth Advisors, LLC
Elizabeth Holland
Control person · since January 2003
The Holland Group, Retirement Wealth Advisors’ regulatory assets grew 2.9× from $100M (June 2024) to $286M (March 2026); clients rose from 158 to 755 and employees from 9 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $286M | 755 | 10 | 1 |
| April 2025 | $215M | 694 | 10 | 1 |
| June 2024 | $100M | 158 | 9 | 1 |
Besides its headquarters, The Holland Group, Retirement Wealth Advisors has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 2637 MC Cormick Drive, Suite 101, ClearwaterHQ
Contact and registration details
- Legal name
- The Holland Group, Retirement Wealth Advisors, LLC
- Headquarters
- 2637 MC Cormick Drive, Suite 101, Clearwater, FL 33759
- Website
- thehollandgrp.com
- Phone
- 727-734-3334
- SEC file
- 801-128805
- Structure
- Florida LLC
- Fiscal year end
- December
The Holland Group, Retirement Wealth Advisors uses Fidelity ($286M, 100%) and Charles Schwab ($0, 0%) as custodians for its separately managed accounts. The Holland Group, Retirement Wealth Advisors has custody of $9M in client assets for 58 clients.
- FidelityNational Financial Services LLC · Boston, MA · $286M100%
At year end, The Holland Group, Retirement Wealth Advisors’ separately managed accounts were mostly in funds (61%) and stocks (36%).
What the accounts hold
- Stocks36%
- Funds61%
- Cash3%
How many clients does The Holland Group, Retirement Wealth Advisors have?
The Holland Group, Retirement Wealth Advisors has 755 clients and manages $286 million for them, as of March 2026. They include 706 individual clients, 38 high-net-worth individuals, and 11 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 March 2026
What services does The Holland Group, Retirement Wealth Advisors offer?
The Holland Group, Retirement Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does The Holland Group, Retirement Wealth Advisors charge?
The Holland Group, Retirement Wealth Advisors charges 1.05%–1.25% a year for its Investment Management Services. The fee is billed in advance, is negotiable and requires an account of at least $100,000.
Which custodians does The Holland Group, Retirement Wealth Advisors use?
The Holland Group, Retirement Wealth Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $286M. The filing also lists Charles Schwab & Co., Inc. with no separately managed account assets.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026
How many financial advisors does The Holland Group, Retirement Wealth Advisors have?
The Holland Group, Retirement Wealth Advisors has 3 investment adviser representatives registered with state securities authorities, out of 10 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does The Holland Group, Retirement Wealth Advisors invest in?
At the end of its last fiscal year, The Holland Group, Retirement Wealth Advisors’ separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 36% exchange-traded equities and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does The Holland Group, Retirement Wealth Advisors have a minimum investment?
Yes, The Holland Group, Retirement Wealth Advisors’ minimum account size for its Investment Management Services is $100K.
Who owns The Holland Group, Retirement Wealth Advisors?
The Holland Group, Retirement Wealth Advisors’ direct owners are Steven Holland (50% to 75%) and Elizabeth Holland (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 18 March 2026
How does The Holland Group, Retirement Wealth Advisors get paid?
The Holland Group, Retirement Wealth Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact The Holland Group, Retirement Wealth Advisors?
The Holland Group, Retirement Wealth Advisors’ main office is at 2637 MC Cormick Drive, Suite 101, Clearwater, FL 33759. Its phone number is 727-734-3334. Its website is thehollandgrp.com.