# William Heyer

> William Heyer is a fee-only financial advisor at Boise River Financial Planning in Boise, Idaho, who holds the CFP credential. William charges a one-time planning fee, hourly fees and a percentage of assets (one-time plans from $1,000 and 0.5% a year on the first tier of assets managed).

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

## Facts

- **Firm:** Boise River Financial Planning
- **Based in:** Boise, Idaho
- **Fee model:** One-time planning fee; Hourly; Percentage of assets
- **Fees (firm's website):** one-time plans from $1,000; 0.5% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $5.8M across 17 accounts
- **Credentials:** CFP
- **Works with:** Pre-retirees
- **CRD:** 7667375 (https://adviserinfo.sec.gov/individual/summary/7667375)
- **SEC registration:** Investment adviser representative in ID
- **Exams passed:** Series 65 (2021)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://boiseriverfinancial.com

## Frequently asked questions

### Is William Heyer a fee-only financial advisor?

Yes. William Heyer 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 William's firm.

### How does William charge for financial advice?

William charges a one-time planning fee, hourly fees and a percentage of assets.

### How much does William charge?

According to Boise River Financial Planning's website, checked October 28, 2026: one-time plans from $1,000; 0.5% a year on the first tier of assets managed.

### Where is William Heyer based?

William Heyer is based in Boise, Idaho.

### What credentials does William Heyer hold?

William Heyer holds the CFP credential.

### Is William Heyer registered with the SEC?

Yes. William Heyer is registered as an investment adviser representative in ID (CRD 7667375), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### 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 William Heyer?

Through William's website, boiseriverfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/50184): 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://boiseriverfinancial.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.