Firm
Perspective Wealth Partners
Boise, Idaho
Fee-only
Facts
| Based in | Boise, Idaho |
|---|---|
| Website | perspectivewealth.com |
| [email protected] | |
| Phone | (208) 429-0960 |
Perspective Wealth Partners fees
Perspective Wealth Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: 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 |
|---|---|
| Assets managed | $844 million |
| Individual clients | 90 |
| Financial planning | Offered |
| Form ADV filed | February 20, 2026 |
| SEC record | CRD 140330 |