Firm
Eagle Financial Planning
Eagle, Idaho
Fee-only
Eagle 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 5 employees and 333 individual clients, 41 of them high net worth.
- Its average account is about $153,000 (assets it manages divided by its 1,147 accounts).
Fee-only advisors in Idaho · What fee-only advisors charge in Idaho
Facts
| Based in | Eagle, Idaho |
|---|---|
| Website | planwitheagle.com |
| [email protected] | |
| Phone | (208) 370-3170 |
Eagle Financial Planning fees
Eagle 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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $176 million |
| Individual clients | 292 |
| High-net-worth clients | 41 |
| Accounts managed | 1,147 |
| Employees | 5 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-135118) |
| Financial planning | Offered |
| Form ADV filed | April 1, 2026 |
| SEC record | CRD 313361 |