Jeffrey Keefe
Jeffrey Keefe is a registered investment advisor at Whole Wealth Management, based in Portsmouth, NH, with 33 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Whole Wealth Management charges either an hourly rate of $250 or a flat fee ranging from $1,000 to $10,000 for financial planning services. The fee depends on how complex your situation is. These fees cover advice on topics including tax planning, estate planning, business planning, retirement planning, education planning, budgeting and cash flow, and/or fringe benefit analysis. If you want to review your plan after one year, the fee will be $250/hour or a flat fee ranging between $1,000 and $10,000.
Location
200 Marcy St, Portsmouth, NH, 03801
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is involved in fixed insurance sales, provides financial planning and consulting services as an IAR, and is the sole member of an entity for securities, advisory, and insurance business. He also owns 200 Marcy LLC for commercial real estate management, dedicating a few hours per week to this activity, and is a notary public.
Employment History
Current Registrations
Whole Wealth Management
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.