{"id":6174,"date":"2026-06-16T08:00:00","date_gmt":"2026-06-16T12:00:00","guid":{"rendered":"https:\/\/altruist.com\/?p=6174"},"modified":"2026-06-16T13:38:31","modified_gmt":"2026-06-16T17:38:31","slug":"holistic-planning-selects-altruist-as-preferred-custodial-partner-committing-450-million-in-assets","status":"publish","type":"post","link":"https:\/\/altruist.com\/news\/holistic-planning-selects-altruist-as-preferred-custodial-partner-committing-450-million-in-assets\/","title":{"rendered":"Holistic Planning selects Altruist as preferred custodial partner"},"content":{"rendered":"
\"\"<\/figure>\n\n\n

Texas-based $1.25B advisory firm turns to Altruist to support its growth plans and the development of HolisticOS, an agentic operating system for financial advisors.<\/em><\/p>\n\n\n

LOS ANGELES — June 16, 2026 — <\/strong>Altruist<\/a>, the tech-forward wealth platform for independent advisors, today announced that Holistic Planning, a Texas-based advisory firm with $1.25 billion in assets under management, has selected Altruist as their preferred custodial partner. The firm has committed to moving approximately $450 million in assets to Altruist.<\/p>\n\n\n

Holistic Planning, which has grown its assets by more than 300% over the past two years, selected Altruist for its integrated software, real-time API connectivity, service model, and access to alternative investments.<\/p>\n\n\n

The transition also supports Holistic Planning’s vision for HolisticOS, an agentic operating system for financial advisors, which combines custodial infrastructure with the firm’s tax planning and preparation expertise. The firm intends on making HolisticOS available to both in-house practitioners as well as other independent registered investment advisors.<\/p>\n\n\n

“Altruist’s API connectivity gives us the flexibility to build the operating experience we want—not just for our own advisors and clients, but for the independent advisors we plan to bring onto HolisticOS,” said Jason Barber, founder and CEO of Holistic Planning. “Moreover, having the alternatives marketplace directly within the platform was a game-changer. That combination made Altruist the right fit for our long-term vision.”<\/p>\n\n\n

Beyond custody, the partnership gives Holistic Planning’s advisors access to Altruist’s alternative investments marketplace and integrated portfolio management tools directly within their daily workflow—capabilities the firm plans to extend across HolisticOS as it onboards additional advisors. The firm will also use Hazel<\/a>, Altruist’s AI engine for wealth managers, as part of the transition.<\/p>\n\n\n

“Jason Barber and his team are doing something different and exciting,” said Jason Wenk, founder and CEO of Altruist. “We built Altruist to be the platform that makes that kind of ambition possible, and we’re proud to be part of what they’re creating.”<\/p>\n\n\n

About Altruist<\/strong><\/h4>\n\n\n

Altruist<\/a> is the tech-forward wealth platform for advisors, offering a fully integrated digital experience that makes managing investments and serving clients simpler and more affordable. Altruist combines a self-clearing brokerage firm with intuitive software for account opening, trading, portfolio management, billing, and reporting. With Altruist, financial advisors can create custom portfolios, trade fractional shares, automate rebalancing, and provide clients with a sleek web and mobile app experience. Learn more at altruist.com<\/a>.<\/p>\n\n\n

About Holistic Planning<\/strong><\/h4>\n\n\n

Holistic Planning is a national fee-only registered investment advisory firm with more than $1.25 billion in assets under management and offices across the United States. The firm combines comprehensive financial planning, investment management, and in-house income tax planning and preparation under a single fiduciary roof, giving clients a coordinated strategy across every dimension of their financial lives. Through HolisticOS, the agentic operating system for financial advisors, the firm is extending that same technology and operating model to other independent RIAs—powering modern advice. For more information, visit https:\/\/holisticplanning.com<\/a>. To learn more about HolisticOS, visit www.holisticOS.ai<\/a>.<\/p>\n\n\n

Media Contact<\/strong><\/p>\n\n\n

Elizabeth Lee<\/p>\n\n\n

press@altruist.com<\/p>\n","protected":false},"excerpt":{"rendered":"

Texas-based $1.25B advisory firm turns to Altruist to support its growth plans and to develop an agentic operating system for financial advisors.<\/p>\n","protected":false},"author":3,"featured_media":6189,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"press","format":"standard","meta":{"content-type":"","_custom_page_spacing":"","_custom_nav_style":"","_hide_navigation":false,"_hide_footer":false,"_article_types":"article","footnotes":""},"categories":[79],"tags":[101,84],"class_list":["post-6174","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-featured-company-news","tag-press-room"],"yoast_head":"\nHolistic Planning selects Altruist as preferred custodial partner - Altruist<\/title>\n<meta name=\"description\" content=\"$1.25B Holistic Planning turns to Altruist to support its growth plans, committing $450 million in assets to Altruist.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/altruist.com\/news\/holistic-planning-selects-altruist-as-preferred-custodial-partner-committing-450-million-in-assets\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Holistic Planning selects Altruist as preferred custodial partner - 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