Boise River Financial Planning fees and pricing
Financial planner in Boise, Idaho. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 29, 2026, Boise River Financial Planning charges $250 an hour and a flat or project fee of $1,000-$6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250.”
- Flat or project fee
- $1,000-$6,000
“Fixed fee rates range between $1,000 to $6,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Boise River Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual advisory fee is paid quarterly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Boise River Financial Planning’s fees compare
- Its hourly rate of $250 matches the Idaho median of $250. 35% of the 43 other Idaho planners that publish an hourly rate charge less.
- 4 of the 11 other planners in Boise that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$6,000 spans the Idaho median of $2,625. 54% of the 26 other Idaho planners that publish a flat or project fee charge less.
- 5 of the 9 other planners in Boise that publish a flat or project fee charge less.
About Boise River Financial Planning
- Principal: William Heyer
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.5% a year
- Clients
- 4
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $5,753,822
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 326591
- Phone
- (208) 992-3313
Other planners in Boise that publish fees
- Advanced Financial Solutions, Inc.Boise$200-$350/hr, $500
- Arrien Investments, Inc.Boise$100-$275/hr
- Aspen Capital Management, LLCBoise$1,250/qtr
- Figure 8 Investment Strategies LLCBoise$500-$20,000
- Fourthrock Financial CorporationBoise$300/hr
- Inspire Wealth PartnersBoise$500/hr, $2,000-$10,000
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.