Whole Wealth Management provides custom financial planning advice to clients. This involves understanding their needs, goals, and concerns, gathering financial information, and performing analyses in areas like cash flow, risk management, tax planning, investment planning, retirement planning, and estate planning. Based on this, a personalized plan is recommended, and clients can choose to implement it with their other advisors. Investment supervisory services are offered through Jeffrey W. Keefe, who is also affiliated with Commonwealth Financial Network.
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.