Firm
Delta Financial Advisory
Meridian, Idaho
Fee-only
Delta Financial Advisory at a glance
- One of 70 fee-only firms based in Idaho in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 4 individual clients, 3 of them high net worth.
- Its average account is about $921,000 (assets it manages divided by its 4 accounts).
Fee-only advisors in Idaho · What fee-only advisors charge in Idaho
Facts
| Based in | Meridian, Idaho |
|---|---|
| Website | deltafinancialadvisory.com |
| Phone | (208) 209-9479 |
Delta Financial Advisory fees
Delta Financial Advisory 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $4 million |
| Individual clients | 1 |
| High-net-worth clients | 3 |
| Accounts managed | 4 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 27, 2026 |
| SEC record | CRD 330238 |