Willow Planning Group, LLC
Willow Planning Group, LLC (CRD# 174085) is a financial advisory firm headquartered in , . They manage $575,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts7ACCOUNTS
Average Account Value$82,143
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kelly Luethje (CRD# 6425128) is an Investment Advisor Representative working at Willow Planning Group, LLC in Boston, MA and has over 3 years of experience in the finance industry.