Kelly Luethje
Kelly Luethje is a CFP-designated registered investment advisor at Willow Planning Group, LLC, based in Holderness, NH, with 11 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 5 more.
Compensation
Firm Size
IM Fee
Fee Structure
Willow Planning Group offers ongoing financial planning for a monthly fee ranging from $125 to $500, depending on the complexity of your situation. This includes continuous evaluation of your financial situation, financial education, and ongoing access to a planner. You'll typically meet quarterly in the first year and bi-annually after that, with communication via email, phone, and video conferences.
- Two-hour financial planning session — $900, covering client-specific topics.
- Let's Get Started Programs — $400-$600, including a net worth analysis and advice on cash flow, debt, and savings. This can be a 90-minute session or a DIY online program with a 30-minute session.
- Continued cash flow and debt guidance (after Let's Get Started) — $120-$180 per quarter.
- A la carte or custom financial planning services — $200 per hour.
- Annual plan review (for clients not currently engaged in ongoing planning) — $1,000.
Contact
Kelly Luethje
Location
Holderness, NH
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Regulatory History (1)
Regulatory
January 2019Employment History
Current Registrations
Willow Planning Group, LLC
State Registrations3 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.
Exams
Additional Information
Willow Planning Group is a virtual financial planning practice. We provide comprehensive and objective financial planning to help our clients feel empowered about money and ensuring the choices they make about their money align with their life goals.