Firm
Willow Planning Group
Holderness, New Hampshire
Fee-only
Willow Planning Group at a glance
- One of 74 fee-only firms based in New Hampshire in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- It works with clients virtually as well as in person.
Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire
Facts
| Based in | Holderness, New Hampshire |
|---|---|
| Website | willowplanninggroup.com |
| [email protected] | |
| Phone | (617) 943-1433 |
Willow Planning Group fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,680 a year |
|---|---|
| One-time plan | From $900 |
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"For a single plan, the initial fee starts at $1500 and the monthly fee at $140." source
"The fee is a flat $900." source
"For a single plan, the initial fee starts at $1500 and the monthly fee at $140." source
"We have a topical two-hour planning session for these types of questions." source
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 | Hourly · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 174085 |