Allegiance Financial Planning fees and pricing
Financial planner in Eagle, Idaho. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 14, 2025, Allegiance Financial Planning charges $120 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 14, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $120/hr
“Our fee will be based on the estimated number of hours to complete the project, determined by an assessment of your needs and complexity, among other factors, and at our current rate of $120 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Allegiance Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “You are billed for the time our firm spent, assessed in sixminute increments, and a partial increment will be treated as a whole.”
- “Your final invoice will not exceed, and may be less than, the stated fee estimate.”
- “You must approve any charges over and above the stated fee estimate in advance.”
How Allegiance Financial Planning’s fees compare
- Its hourly rate of $120 is below the Idaho median of $250. 5% of the 43 other Idaho planners that publish an hourly rate charge less.
- None of the 7 other planners in Eagle 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 Allegiance Financial Planning
“About Our Firm Allegiance Financial Planning, LLC (AFP) is an Idaho-domiciled registered investment adviser that provides feeonly financial planning and investment consultation. In addition to investment advisory and financial planning services, the firm provides tax preparation services to clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Clients
- 2
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335604
- Phone
- (208) 996-7323
Other planners in Eagle that publish fees
- Alturas Wealth Management, LLCEagle$175/hr
- Ascend Wealth Management LLCEagle$150/hr
- Cannon Wealth Group LLCEagle$250/hr, $1,000-$10,000
- Dillon Financial Planning, Inc.Eagle$280/hr
- Eagle Financial PlanningEagle$500/hr, $6,000-$50,000/yr
- Enduro Wealth Management, LLCEagle$400/hr, $500-$2,000/mo
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.