Wholestory Wealth provides wealth management and financial planning services to individuals and high-net-worth clients. Founded in March 2026 and located in North Carolina and Illinois, the firm offers continuous portfolio management combined with financial planning at no additional fee. Wholestory Wealth builds personalized asset allocations using stocks, bonds, mutual funds, exchange-traded funds, and options, with options for socially responsible investing and Environmental, Social, and Governance principles. The firm also offers standalone project-based financial planning covering areas such as business consulting, cash flow, college savings, employee benefits, estate planning, retirement planning, risk management, and tax strategies. Wholestory Wealth operates as a fee-only registered investment advisor, meaning they are compensated solely by client fees and do not accept commissions or product sales compensation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Flat dollar fees apply to specific tiers ($5,000 for $250k-$500k; $10,000 for $500k-$1M), represented as percentage equivalents in the schedule. Fees are negotiable.