Wholestory Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 22, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$5,000

“Fixed fee rates range from $2,000 - $5,000.”

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

How Wholestory Wealth LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “The annual advisory fee is paid quarterly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”

How Wholestory Wealth LLC’s fees compare

• Its flat or project fee of $2,000-$5,000 spans the North Carolina median of $4,800. 42% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 4 of the 9 other planners in Greensboro that publish a flat or project fee charge less.

About Wholestory Wealth LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®, ChFC®, and CFA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Employees

2

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

341889

Phone

(773) 405-6541

Can advise clients in 2 states: Illinois, North Carolina

Other planners in Greensboro that publish fees

• By Design Financial PlanningGreensboro$250/hr, $2,400⁠-⁠$6,000/yr
• Clef Financial, LLCGreensboro$1,000⁠-⁠$10,000
• Defining Legacy AdvisorsGreensboro$500⁠-⁠$10,000
• Legs FinancialGreensboro$3,600⁠-⁠$6,000, $7,200⁠-⁠$16,000/yr
• Level Wealth Management LLCGreensboro$200⁠-⁠$15,000
• Park Wealth Management, LLCGreensboro$150/hr

Compare all 21 planners in Greensboro