Firm
Allegiance Financial Planning
Eagle, Idaho
Fee-only
Allegiance Financial Planning at a glance
- One of 70 fee-only firms based in Idaho in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 2 individual clients.
Fee-only advisors in Idaho · What fee-only advisors charge in Idaho
Facts
| Based in | Eagle, Idaho |
|---|---|
| Phone | (208) 996-7323 |
Allegiance Financial Planning fees
Allegiance Financial Planning 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 | Hourly |
|---|---|
| Individual clients | 2 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 14, 2025 |
| SEC record | CRD 335604 |