William Heyer
Boise River Financial Planning · Boise, Idaho
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).
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Who they serve
- Pre-retirees
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 |
| Assets under management | $5.8M across 17 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ID · CRD 7667375 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | boiseriverfinancial.com |
How William's firm compares
- A one-time plan starts at $1,000, below the US median of $2,000 for fee-only firms that publish prices.
- Boise River Financial Planning's average account is about $338,000, from its Form ADV (assets managed divided by 17 accounts).
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Questions about William
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.
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
- Boise River 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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