KWM Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“In the event additional hours are needed either to discuss the financial plan after its delivery or for other minor financial planning topics, we will bill based on our hourly rate of $250 per hour.”

Flat or project fee

$2,000⁠-⁠$6,000

“The fixed fee can range between $2,000 and $6,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How KWM Financial LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The Management Fee will be charged quarterly in advance and will be adjusted to reflect any capital contributions and withdrawals for that billing period.”
• “The fees are negotiable and may be waived or abated at the discretion of KWM on a client by client basis.”
• “The fee is negotiable depending on the complexity of the project.”

How KWM Financial LLC’s fees compare

• Its hourly rate of $250 is below the New Hampshire median of $275. 27% of the 52 other New Hampshire planners that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$6,000 spans the New Hampshire median of $5,400. 46% of the 37 other New Hampshire planners that publish a flat or project fee charge less.

About KWM Financial LLC

• Principal: Justin Moyer
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

4

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$2,263,125

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

288528

Website

gotokwm.com (opens in new tab)

Phone

(717) 340-2550

Can advise clients in 2 states: New Hampshire, Pennsylvania

Other planners in New Hampshire that publish fees

• Applied Capital Management, LLCLondonderry$350/hr
• Arca Wealth, LLCPortsmouth$200⁠-⁠$300/hr
• Aurelius Family Office, LLCBedford$2,000⁠-⁠$10,000
• Axiom Advisors, LLCBedford$200⁠-⁠$625/hr, $600⁠-⁠$25,000
• Aztec Financial Group, LLCDover$1,500
• Bartley Financial Advisors, LLCBedford$6,000/yr

Compare all 112 planners in New Hampshire