# Greg McCall

> Greg McCall is a fee-only financial advisor at Eagle Financial Planning in Eagle, Idaho, who holds the CFP, ChFC and RICP credentials. Greg focuses on retirement planning and estate & legacy planning. Eagle Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/greg-mccall/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Eagle Financial Planning
- **Based in:** Eagle, Idaho
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** typically works with clients with $1,000,000 or more
- **Assets under management (firm):** $175.7M across 1,147 accounts
- **Credentials:** CFP, ChFC, RICP
- **Specialties:** Retirement planning, Estate & legacy planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 7226960 (https://adviserinfo.sec.gov/individual/summary/7226960)
- **SEC registration:** Investment adviser representative in ID, MN, TX, WI
- **Exams passed:** Series 63 (2020)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://planwitheagle.com

## Frequently asked questions

### Is Greg McCall a fee-only financial advisor?

Yes. Greg McCall is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Greg's firm.

### How does Greg charge for financial advice?

Greg's firm, Eagle Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Greg charge?

According to Eagle Financial Planning's website, checked October 28, 2026: typically works with clients with $1,000,000 or more.

### Where is Greg McCall based?

Greg McCall is based in Eagle, Idaho.

### What does Greg specialize in?

Greg's specialties include retirement planning and estate & legacy planning. Greg works with pre-retirees and retirees.

### What credentials does Greg McCall hold?

Greg McCall holds the CFP, ChFC and RICP credentials.

### Is Greg McCall registered with the SEC?

Yes. Greg McCall is registered as an investment adviser representative in ID, MN, TX and WI (CRD 7226960), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Eagle Financial Planning manage?

Eagle Financial Planning reports $175.7M across 1,147 accounts in assets under management.

### How do I contact Greg McCall?

Through Greg's website, planwitheagle.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/53176): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://planwitheagle.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.