Alturas Wealth Management, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 31, 2026, Alturas Wealth Management, LLC charges $175 an hour for financial planning.

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: $175/hr; “Services are offered based on an hourly fee of $175 per hour.”

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

“Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“Fees for financial plans are due upon delivery of the completed plan.”

Its hourly rate of $175 is below the Idaho median of $250. 16% of the 43 other Idaho planners that publish an hourly rate charge less.
2 of the 7 other planners in Eagle that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 61
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: $47,132,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 304531
Website: alturaswm.com (opens in new tab)
Phone: (208) 991-8789

Can advise clients in 3 states: Idaho, Oregon, 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Is something on this page wrong or out of date?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.