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Summary of public USPTO data
- Owner
- Holistic Planning, LLC
- Status
- Live/Registered
- Serial number
- 99114285
- Registration number
- 8318631
- Filing date
- 2025-04-01
- Registration date
- 2026-06-23
- International classes
- 35, 36
Goods and services
Class 35
- Business strategic planning services
- Tax and taxation planning, advice, information and consultancy services
Class 36
- Financial planning for retirement
- Investment management
- Estate trust planning
- Insurance consultation
- Financial risk management
- Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families