Action Financial Planning LLC fees and pricing
Financial planner in Twin Falls, Idaho. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 13, 2026, Action Financial Planning LLC charges $275 an hour and a monthly fee of $95 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $275/hr
“Requests beyond two years will be treated as an initial plan or billed hourly at $275/hour based on your preference and financial picture.”
- Monthly fee
- $95/mo
“Essential — $95/month”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Action Financial Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Targeted planning or investment advisory on specific topics All fees you pay to AFP are not negotiable and non-refundable, except as outlined below.”
How Action Financial Planning LLC’s fees compare
- Its hourly rate of $275 is above the Idaho median of $250. 53% of the 43 other Idaho planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Action Financial Planning LLC
“We provide financial planning and non-discretionary investment advisory services to individuals, families, charitable organizations and small businesses. We provide financial planning and investment advisory services tailored to your goals.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Social Security
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and pension consulting
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338203
- Phone
- (208) 358-9803
Other planners in Twin Falls that publish fees
- Harris Wealth Management, LLCTwin Falls$95/hr
- 3 Peaks FinancialAmmon$200/hr
- Abundance Financial PlanningCaldwell$3,000-$6,500
- Advanced Financial Solutions, Inc.Boise$200-$350/hr, $500
- Allegiance Financial PlanningEagle$120/hr
- Alturas Wealth Management, LLCEagle$175/hr
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.