David Wilhite
Advanced Financial Solutions · Boise, Idaho
David Wilhite is a fee-only financial advisor at Advanced Financial Solutions in Boise, Idaho, who holds the CFP and ChFC credentials. Advanced Financial Solutions reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Advanced Financial Solutions |
|---|---|
| Based in | Boise, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $16.7M across 163 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in ID · CRD 1100003 |
| Exams passed | Series 63 (1983) · Series 65 (1993) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.afs-idaho.com |
How David's firm compares
- Advanced Financial Solutions's average account is about $103,000, from its Form ADV (assets managed divided by 163 accounts).
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Questions about David
Is David Wilhite a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Advanced Financial Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Advanced Financial Solutions, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Wilhite based?
David Wilhite is based in Boise, Idaho.
What credentials does David Wilhite hold?
David Wilhite holds the CFP and ChFC credentials.
Is David Wilhite registered with the SEC?
Yes. David Wilhite is registered as an investment adviser representative in ID (CRD 1100003), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Advanced Financial Solutions manage?
Advanced Financial Solutions reports $16.7M across 163 accounts in assets under management.
How do I contact David Wilhite?
Through David's website, www.afs-idaho.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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