Kelly Luethje
Willow Planning Group · Holderness, New Hampshire
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).
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Who they serve
- Early-career professionals
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 |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CO, MA, NH · CRD 6425128 |
| Exams passed | Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | willowplanninggroup.com |
| Profile |
How Kelly's firm compares
- Ongoing planning starts at $1,680 a year, below the US median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $900, below the US median of $2,000 for fee-only firms that publish prices.
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Questions about Kelly
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Willow Planning Group website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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