Firm
Liftoff Financial Planning
Pocatello, Idaho
Fee-only
Facts
| Based in | Pocatello, Idaho |
|---|---|
| Website | liftoffplanning.com |
| [email protected] | |
| Phone | (208) 840-0766 |
Liftoff Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $900 a year |
|---|---|
| One-time plan | From $995 |
| Asset-based fee | 1.3% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$75 - $800 monthly retainer based on complexity" source
"$995 - $3,500 one-time fee" source
"$0 - $249,000 1.3%" source
"$75 - $800 monthly retainer based on 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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $2 million |
| Individual clients | 38 |
| Financial planning | Offered |
| Form ADV filed | May 20, 2025 |
| SEC record | CRD 298978 |