Money Holistics, also known as Boundless Wealth LLC, is a Texas-registered investment adviser based in Houston. The firm provides independent, fee-only financial advice and investment management, aiming to help clients feel clear, confident, and in control of their money. Its approach brings a client’s finances together in one picture, tracks 12 areas of financial health, and turns the results into practical, personalized recommendations.

Services include cash flow management, financial scoring, debt strategies, risk management, estate planning, retirement and tax planning, budgeting tools, proactive check-ins, and on-call support. The firm also offers delegated investment management, with portfolios aligned to clients’ goals and risk preferences. Its process has three steps: organize financial information, observe progress through regular reviews, and act on insights with an advisor.

Money Holistics advertises a monthly plan priced at $299, with optional investment management charged at 0.50% annually on managed assets. The plan includes direct advisor access, monthly checkups, onboarding, and an annual financial plan. A free, 30-minute checkup is also available.