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Advisor

Bill Heyer

Boise River Financial Planning · Boise, Idaho

Bill Heyer is a fee-only financial advisor at Boise River Financial Planning in Boise, Idaho, who holds the CFP credential. Boise River Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Facts

FirmBoise River Financial Planning
Based in Boise, Idaho
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$5.8M across 17 accounts
CredentialsCFP
Firm size1 employee
LinkedInProfile

How Bill's firm compares

  • Boise River Financial Planning's average account is about $338,000, from its Form ADV (assets managed divided by 17 accounts).

What fee-only advisors charge in Idaho

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Questions about Bill

Is Bill Heyer a fee-only financial advisor?

Yes. Bill Heyer is listed in the XY Planning Network directory (XYPN members are fee-only).

How does Bill charge for financial advice?

Bill's firm, Boise River Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Bill Heyer based?

Bill Heyer is based in Boise, Idaho.

What credentials does Bill Heyer hold?

Bill Heyer holds the CFP credential.

How much does Boise River Financial Planning manage?

Boise River Financial Planning reports $5.8M across 17 accounts in assets under management.

How do I contact Bill Heyer?

Contact details aren't on file yet. Search for Boise River Financial Planning.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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