Flat fee financial advisors in Idaho
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in Idaho is $2,625, from 27 firms that filed as flat fee financial advisors and list a price. The middle half charge $1,500-$6,000. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $2,625 | $1,500-$6,000 | 27 firms |
Flat fee financial advisors in Idaho and their published fees
27 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Preferred Retirement Options, IncAmmon | Not published | $95-$495 | Not published |
| Stewardship Asset Management LLCStar | $250/hr | $250-$5,000 | $50/mo |
| Good Better Best Financial Planning LLCIdaho Falls | $250/hr | $300-$1,200 | $75-$450/mo |
| Integrated AdvisorsBoise | $150/hr | $300-$4,500 | Not published |
| Advanced Financial Solutions, Inc.Boise | $200-$350/hr | $500 | $500-$2,000/yr |
| Figure 8 Investment Strategies LLCBoise | Not published | $500-$20,000 | Not published |
| Investifi Wealth Management LLCKimberly | $300/hr | $500-$10,000 | $300-$2,000/mo |
| Jco Advisors LLCBoise | $350/hr | $500-$50,000 | $3,500-$30,000/yr |
| Private Wealth AdvisorsBoise | $250/hr | $500-$2,500 | Not published |
| RW Investment Management LLCEagle | $250/hr | $500-$25,000 | Not published |
| Katz Capital AdvisorsCaldwell | Not published | $950 | Not published |
| Boise River Financial PlanningBoise | $250/hr | $1,000-$6,000 | Not published |
| Cannon Wealth Group LLCEagle | $250/hr | $1,000-$10,000 | Not published |
| Koinos FinancialBoise | Not published | $1,000 | Not published |
| Layline FinancialSandpoint | $350/hr | $1,000-$10,000 | Not published |
| Liftoff Financial PlanningPocatello | Not published | $1,000-$3,500 | $75-$800/mo |
| Next Level Wealth Planning, LLCMeridian | $250-$1,000/hr | $1,000-$50,000 | Not published |
| Five Pine WealthCoeur D'alene | Not published | $1,500 | $3,000-$5,000/yr |
| Williams and Schiller Wealth Management, LLCSandpoint | $250-$350/hr | $1,500 | Not published |
| Inspire Wealth PartnersBoise | $500/hr | $2,000-$10,000 | $875-$10,000/qtr |
| Doceo Wealth, LLCMeridian | Not published | $2,500 | Not published |
| Interwest Investment Advisors, IncBoise | $200/hr | $2,500 | Not published |
| Viewpoint Advisory, LLCMeridian | Not published | $2,500 | Not published |
| Abundance Financial PlanningCaldwellNo AUM fee | Not published | $3,000-$6,500 | Not published |
| Verify WealthMiddleton | $400/hr | $5,000 | Not published |
| Meritage Wealth ManagementTamarack | $350/hr | $7,500-$25,000 | Not published |
| Madrone Financial PlanningBoise | $400/hr | $10,000 | $100-$1,000/mo |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (58)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- 3 Peaks Financial, Ammon
- Action Financial Planning LLC, Twin Falls
- Aspen Capital Management, LLC, Boise
- C.s Wealth LLC, Carey
- Delta Financial Advisory, Meridian
- Dillon Financial Planning, Inc., Eagle
- Eagle Financial Planning, Eagle
- Enduro Wealth Management, LLC, Eagle
- Firm Foundation Wealth Management, LLC, Caldwell
- Garcia Financial Planning, Meridian
- Harris Wealth Management, LLC, Twin Falls
- Janet Christine Wygle - Financial Advisor, Hailey
- Joski Financial, Star
- Matterhorn Financial Planning, Pocatello
- Medina Financial, LLC, Grace
- Onyx Financial Advisors, LLC, Idaho Falls
- Red Oak Capital Advisors, Salmon
- Rockhill Advisors LLC, Victor
- Salmon Bay Wealth Management, LLC, Coeur D'alene
- Silveria Wealth Group, LLC, Boise
- Snake River Investment Counsel LLC, Idaho Falls
- Summit Wealth and Retirement Partners, Eagle
- Table Rock Financial Planning, Boise
- Tadman Financial, Boise
- Tumwater Wealth Management, LLC, Boise
- Venturi Private Wealth, Boise
- American Capital Advisory, LLC, Ketchum
- Arc Advisers LLC, Boise
- Archer Wealth Advisors, Coeur D'alene
- Bahr Financial Planning Network, Inc., Eagle
- Batholith Wealth Management & Insurance, Boise
- Berkeley, Inc, Boise
- Continuum Advisory, LLC, Eagle
- Cooper Norman Wealth, LLC, Idaho Falls
- First Ascent Planning LLC, Driggs
- First Security Capital, LLC, Nampa
- Foothills Capital Management, LLC, Eagle
- Generational Legacies Wealth Management, Coeur D'alene
- Han Financial Consulting LLC, Coeur D Alene
- Hawke Financial Group, Meridian
- Helmstar Wealth Management, Boise
- Hochstrat Investments LLC, Midvale
- Hoeven Wealth, Boise
- Inspire Investing, LLC, Meridian
- Integrated Financial Management, LLC, Boise
- Journey Retirement Planning and Investment Management, LLC, Ammon
- Legacy Wealth Management, LLC, Boise
- Malone Wealth Ventures LLC, Boise
- Mountain Pacific Investment Advisers, LLC, Boise
- Mustard Seed Financial, Meridian
- Pilot Wealth Strategies, Hayden
- Propath Financial, Meridian
- Retire Sensibly LLC, Meridian
- Sand Creek Capital, LLC, Rexburg
- Scratch Capital, Boise
- Sentinel Wealth Strategies, Idaho Falls
- The Caprock Group, LLC, Boise
- Wood Tarver Financial, Boise