3 Peaks Financial fees and pricing

Financial planner in Ammon, Idaho. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 18, 2026, 3 Peaks Financial charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “The hourly fee for financial consulting services is $200.”

Payment and refund terms, quoted from the fee section of the brochure.

“The annual fee is paid quarterly in advance and is based on the investment program/strategy (the columns) and the initial household assets under management (the lines) according to the attached schedule.”
“If the Client chooses to terminate the service before the plan is completed, the Client will be refunded based on the prorated amount of work completed at the point of termination.”
“Clients may terminate the agreement without penalty, for full refund of 3PFA’s fees, within five (5) business days of signing the Financial Planning Agreement.”

Its hourly rate of $200 is below the Idaho median of $250. 21% of the 43 other Idaho planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 280
Employees: 3
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $53,630,202
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 296817
Website: 3PEAKSFINANCIAL.COM (opens in new tab)
Phone: (208) 881-5505

Can advise clients in 5 states: Arizona, Idaho, Montana, Utah, Washington

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.