Whitwell charges fees in several ways: asset-based fees (currently 1% of AUM, but can range up to 3%), hourly fees ($500-$1,000), and fees for The Planning Club (upfront, monthly, and hourly). Custom financial planning fees are also available. Fees may be negotiable based on account size and complexity. The firm requires a minimum of $1,000,000 to establish a new advisory account, but may accept smaller accounts at their discretion.