Firm
KWM Financial
Porstmouth, New Hampshire
Fee-only
KWM Financial at a glance
- One of 74 fee-only firms based in New Hampshire in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 4 individual clients.
- Its average account is about $323,000 (assets it manages divided by its 7 accounts).
- Its website says it's taking new clients.
Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire
Facts
| Based in | Porstmouth, New Hampshire |
|---|---|
| Website | gotokwm.com |
| [email protected] | |
| Phone | (717) 340-2550 |
KWM Financial fees
KWM Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, hourly. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $2 million |
| Individual clients | 4 |
| Accounts managed | 7 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 288528 |