PlannerFees

Whole Wealth Management fees and pricing

Financial planner in Portsmouth, New Hampshire. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 8, 2026, Whole Wealth Management charges $250 an hour and a flat or project fee of $1,000⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Fees are billed at a rate of $250.00 per hour or a flat fee ranging from $1,000 $10,000 and are paid as services are rendered.”
Flat or project fee
$1,000⁠-⁠$10,000

From the same sentence as above.

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

How Whole Wealth Management bills

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

  • “4 are billed at a rate of $250.00 per hour or a flat fee ranging from $1,000 - $10,000 and are paid as services are rendered.”

How Whole Wealth Management’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.
  • 2 of the 9 other planners in Portsmouth that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$10,000 spans the New Hampshire median of $5,400. 51% of the 37 other New Hampshire planners that publish a flat or project fee charge less.
  • 3 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 Whole Wealth Management

“Whole Wealth Management, LLC provides custom financial planning advice to its clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Jeffrey W. Keefe
  • Firm size: 3 employees.
  • Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
3
Services reported to regulators
Financial planning
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
145072
Website
wholewealthmanagement.com (opens in new tab)
Phone
(603) 766-8705

Other planners in Portsmouth that publish fees

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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.