Advanced Financial Solutions, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$350/hr

“Limited-Service Hourly Engagement.   The Client will pay a fee for services provided by David A Wilhite at the rate of $350 per hour and/or Bill Overton at the rate of $200 per hour with a minimum of two hours for the Hourly Engagement services, payable 50% upon signing of this agreement, or $500, whichever is…”

Flat or project fee

$500

“Thereafter: half (½) of the “Actual Planning Fee”, ($500 Minimum).”

Annual fee

$500⁠-⁠$2,000/yr

“Examples: $1,000 plan fee = $500 annual fee; $2,000 plan fee = $1,000 annual fee; etc.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Advanced Financial Solutions, Inc. bills

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

• “Upon the initial presentation of the Plan, if the Client is not satisfied and if AFS is not able to rewrite the Plan to the Client's satisfaction, then AFS will refund the total of all fees paid.”
• “The Client agrees to return the original Plan documents to AFS upon obtaining this refund.”
• “The annual fee for this service will be half (½) of the “Actual Planning Fee”, ($500 Minimum), payable on the anniversary date of the Agreement.”

How Advanced Financial Solutions, Inc.’s fees compare

• Its hourly rate of $200-$350 spans the Idaho median of $250. 53% of the 43 other Idaho planners that publish an hourly rate charge less.
• 6 of the 11 other planners in Boise that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Idaho median of $2,625. 4% of the 26 other Idaho planners that publish a flat or project fee charge less.
• None of the 9 other planners in Boise that publish a flat or project fee charge less.
• Its annual fee of $500-$2,000 is below the Idaho median of $3,794. 9% of the 11 other Idaho planners that publish an annual fee charge less.
• 1 of the 4 other planners in Boise that publish an annual fee charge less.

About Advanced Financial Solutions, Inc.

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2012 (14 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Minimum

$100,000 in assets (stated in brochure)

Clients

59

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$16,712,368

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

121538

Website

AFS-Idaho.com (opens in new tab)

Phone

(208) 376-0091

Other planners in Boise that publish fees

• Arrien Investments, Inc.Boise$100⁠-⁠$275/hr
• Aspen Capital Management, LLCBoise$1,250/qtr
• Boise River Financial PlanningBoise$250/hr, $1,000⁠-⁠$6,000
• Figure 8 Investment Strategies LLCBoise$500⁠-⁠$20,000
• Fourthrock Financial CorporationBoise$300/hr
• Inspire Wealth PartnersBoise$500/hr, $2,000⁠-⁠$10,000

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