Alex Nikulin, CFP® Joins Holistic Planning, Establishing Firm’s First New England Office

18-Year Fidelity Veteran Brings Fee-Only Fiduciary Approach and Integrated Tax Planning to Portsmouth, New Hampshire as National Firm Surpasses $1.25 Billion in Assets Under Management

PORTSMOUTH, N.H.--(BUSINESS WIRE)--Holistic Planning, a national fee-only registered investment advisory firm with more than $1.25 billion in assets under management, today announced that Alex Nikulin, CFP^® has joined the firm and established its first office in New England. Based in Portsmouth, New Hampshire, Nikulin serves individuals, families, and business owners across the region with comprehensive financial planning, investment management, and integrated income tax services.

The Portsmouth office extends Holistic Planning’s national footprint, which now spans Texas, the Mountain West, the Midwest, the Southeast, and New England. The firm continues to grow by attracting experienced, independent-minded advisors who share its fee-only fiduciary philosophy.

Nikulin joins Holistic Planning following an 18-year career with Fidelity Investments, where he was responsible for overseeing approximately $800 million in client assets and built a reputation for thoughtful, relationship-driven advice.

“Clients deserve an advisor who is unconditionally on their side of the table,” said Nikulin. “As a fee-only fiduciary, I am compensated only by my clients — not by product sponsors or commissions. That alignment makes a meaningful difference in the advice clients receive.”

He also pointed to the firm’s integrated model as central to his decision. “Clients deserve an advisor who sees the full picture. Bringing income tax planning and preparation in-house — alongside investment and financial planning — lets us capture opportunities that would otherwise be missed and give clients a single, coherent strategy.”

“Alex represents exactly the kind of advisor we built Holistic Planning to support,” said Jason Barber, CEO. “His arrival establishes our presence in New England and is another important step in our growth as a national firm — one built advisor by advisor, market by market, around a shared commitment to fee-only, fully integrated client advice.”

About Holistic Planning

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.