Dillon Financial Planning, Inc.
Eagle, Idaho
Dillon Financial Planning, Inc. 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 101 individual clients, 60 of them high net worth.
- Its website says it's taking new clients.
Fee-only advisors in Idaho · What fee-only advisors charge in Idaho
Facts
| Based in | Eagle, Idaho |
|---|---|
| Website | dillonfinancialplanning.com |
| [email protected] | |
| Phone | (208) 336-7503 |
Questions about Dillon Financial Planning, Inc.
How much does Dillon Financial Planning, Inc. charge?
Dillon Financial Planning, Inc. publishes these prices: one-time plan: from $1,800. We found this on its website, checked October 28, 2026.
Does Dillon Financial Planning, Inc. have an account minimum?
No. Dillon Financial Planning, Inc. says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Dillon Financial Planning, Inc. paid?
Dillon Financial Planning, Inc.'s Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Dillon Financial Planning, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Dillon Financial Planning, Inc..
Is Dillon Financial Planning, Inc. accepting new clients?
Yes, according to Dillon Financial Planning, Inc.'s website, checked October 28, 2026.
Dillon Financial Planning, Inc. 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 $1,800 |
|---|---|
| Account minimum | None |
| How it charges | Hourly · One-time plans or projects · Ongoing planning fee |
In the firm's words
"Generally speaking, the cost for our financial planning ranges between $1,800 and $3,900, depending upon complexity." source
"Many financial advisors accept clients only if they meet certain income and net worth requirements. We have no such requirements." source
"We proudly provide objective financial planning and advice on an hourly, fee-only basis." source
"Generally speaking, the cost for our financial planning ranges between $1,800 and $3,900, depending upon complexity." 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 41 |
| High-net-worth clients | 60 |
| Employees | 1 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | January 22, 2026 |
| SEC record | CRD 133755 |