Concinnus Financial, Inc fees and pricing

Financial planner in Post Falls, Idaho. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 28, 2026, Concinnus Financial, Inc charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “All Financial Planning and Retirement Plan Participant services are charged at an hourly rate of $200.00 and a hard estimate of time to be spent and total charges will be provided in advance.”

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

“Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
“The fee may be negotiable in certain cases and is due at the completion of the engagement.”
“In all instances, we will send clients an invoice including amount of time worked or scope of work completed for a previously agreed upon price.”

Its hourly rate of $200 is below the Idaho median of $250. 21% of the 43 other Idaho planners 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: 1% a year
Clients: 158
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and newsletters and publications
Assets managed: $30,500,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 218515
Website: concinnusfin.com (opens in new tab)
Phone: (208) 773-5343

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Is something on this page wrong or out of date?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