Firm
Layline Financial
Sandpoint, Idaho
Fee-only
Layline Financial 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 14 individual clients.
- Its average account is about $150,000 (assets it manages divided by its 68 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Idaho · What fee-only advisors charge in Idaho
Facts
| Based in | Sandpoint, Idaho |
|---|---|
| Website | laylinefin.com |
| Phone | (415) 336-2816 |
Layline Financial fees
Layline Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee, percentage of assets. 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 | $10 million |
| Individual clients | 14 |
| Accounts managed | 68 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 2, 2026 |
| SEC record | CRD 327148 |