Firm
Advanced Financial Solutions
Boise, Idaho
Fee-only
Advanced Financial Solutions at a glance
- One of 70 fee-only firms based in Idaho in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 59 individual clients, 12 of them high net worth.
- Its average account is about $103,000 (assets it manages divided by its 163 accounts).
Fee-only advisors in Idaho · What fee-only advisors charge in Idaho
Facts
| Based in | Boise, Idaho |
|---|---|
| Website | afs-idaho.com |
| Phone | (208) 376-0091 |
Advanced Financial Solutions fees
Advanced Financial Solutions doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $17 million |
| Individual clients | 47 |
| High-net-worth clients | 12 |
| Accounts managed | 163 |
| Employees | 2 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-70973) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 121538 |