# Kelly Luethje

> Kelly Luethje is a fee-only financial advisor at Willow Planning Group in Holderness, New Hampshire, who holds the CFP and MBA credentials. Kelly charges an ongoing planning fee and a one-time planning fee (ongoing planning from $1,680 a year and one-time plans from $900).

Page: https://find.wellspent.co/advisors/kelly-luethje/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Willow Planning Group
- **Based in:** Holderness, New Hampshire
- **Fee model:** Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $1,680 a year; one-time plans from $900
- **Works virtually:** Yes (firm's website)
- **Credentials:** CFP, MBA
- **Works with:** Early-career professionals
- **CRD:** 6425128 (https://adviserinfo.sec.gov/individual/summary/6425128)
- **SEC registration:** Investment adviser representative in CO, MA, NH
- **Exams passed:** Series 65 (2014)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** http://willowplanninggroup.com

## Frequently asked questions

### Is Kelly Luethje a fee-only financial advisor?

Yes. Kelly Luethje is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kelly's firm.

### How does Kelly charge for financial advice?

Kelly charges an ongoing planning fee and a one-time planning fee.

### How much does Kelly charge?

According to Willow Planning Group's website, checked October 28, 2026: ongoing planning from $1,680 a year; one-time plans from $900.

### Does Kelly work with clients virtually?

Yes. Willow Planning Group says on its website that it works with clients remotely.

### Where is Kelly Luethje based?

Kelly Luethje is based in Holderness, New Hampshire.

### What credentials does Kelly Luethje hold?

Kelly Luethje holds the CFP and MBA credentials.

### Is Kelly Luethje registered with the SEC?

Yes. Kelly Luethje is registered as an investment adviser representative in CO, MA and NH (CRD 6425128), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

### How do I contact Kelly Luethje?

Through Kelly's website, willowplanninggroup.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38591): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.willowplanninggroup.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.