My Holistic Financial Plan fees and pricing
Financial planner in Portsmouth, New Hampshire. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 21, 2026, My Holistic Financial Plan charges a flat or project fee of $7,500 and a monthly fee of $400 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $7,500
“Below is a brief description of our fees, however, you should review your executed Client Contract for more detailed information regarding the exact fees you will be paying. 6 Comprehensive Financial Plan The standard fee for development of a comprehensive financial plan is $7,500.”
- Monthly fee
- $400/mo
“Ongoing Financial Planning Ongoing Financial Planning consists of an ongoing flat fee that is paid monthly, in arrears, at a standard rate of $400 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How My Holistic Financial Plan bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Half of the fee will be due at the beginning of the engagement and the remainder is due upon delivery of the financial plan.”
- “The fee may be negotiable in certain cases at the discretion of MHFP.”
- “The fee may be negotiable in certain cases at the discretion of MHFP.”
How My Holistic Financial Plan’s fees compare
- Its flat or project fee of $7,500 is above the New Hampshire median of $5,400. 76% of the 37 other New Hampshire planners that publish a flat or project fee charge less.
- 5 of the 6 other planners in Portsmouth that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About My Holistic Financial Plan
- Principal: Robert White
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 1
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329175
- Phone
- (603) 690-3557
Other planners in Portsmouth that publish fees
- Arca Wealth, LLCPortsmouth$200-$300/hr
- Capital Design Private Wealth LLCPortsmouth$175/mo, $900-$5,000/yr
- Divergence Wealth Management LLCPortsmouth$200/hr, $2,500-$15,000/yr
- Golden Financial ServicesPortsmouth$150-$250/hr
- Gulfstream Financial Group LLCPortsmouth$450-$5,000
- Hanai FinancialPortsmouth$300/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.