Boise River Financial Planning 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 1 employee and 4 individual clients, 3 of them high net worth.
- Its average account is about $338,000 (assets it manages divided by its 17 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Idaho · What fee-only advisors charge in Idaho
Facts
| Based in | Boise, Idaho |
|---|---|
| Website | boiseriverfinancial.com |
| [email protected] | |
| Phone | (208) 992-3313 |
Questions about Boise River Financial Planning
How much does Boise River Financial Planning charge?
Boise River Financial Planning publishes these prices: one-time plan: from $1,000; asset-based fee: 0.5% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Boise River Financial Planning paid?
Boise River Financial Planning's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Boise River Financial Planning have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Boise River Financial Planning, and 2 hold the CFP.
What is the average account at Boise River Financial Planning?
Boise River Financial Planning's average account is about $338,000. That's the assets on its Form ADV divided by its 17 accounts.
Is Boise River Financial Planning accepting new clients?
Yes, according to Boise River Financial Planning's website, checked October 28, 2026.
Boise River Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $1,000 |
|---|---|
| Asset-based fee | 0.5% a year on the first tier of assets |
| How it charges | One-time plans or projects · Hourly · Percentage of assets |
In the firm's words
"Cost estimates vary by complexity and can range from $1,000 to $5,000." source
"0.50% under $1m" source
"Cost estimates vary by complexity and can range from $1,000 to $5,000." source
"Financial Check-Ups and smaller projects are billed hourly." source
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 1 |
| High-net-worth clients | 3 |
| Accounts managed | 17 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 29, 2026 |
| SEC record | CRD 326591 |