Greg McCall
Eagle Financial Planning · Eagle, Idaho
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
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 | $175.7M across 1,147 accounts |
| Credentials | CFP · ChFC · RICP |
| SEC registration | Investment adviser representative in ID, MN, TX, WI · CRD 7226960 |
| Exams passed | Series 63 (2020) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | planwitheagle.com |
| Profile |
How Greg's firm compares
- Eagle Financial Planning's average account is about $153,000, from its Form ADV (assets managed divided by 1,147 accounts).
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Questions about Greg
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Eagle Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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