Delta Financial Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Delta Financial may also charge a separate financial planning fee of $150 per hour for services provided during client onboarding or for non‑routine, additional, or major changes requested by the client, or as required by Delta Financial to fulfill its fiduciary obligations.”

Annual fee

$2,000/yr

“The firm’s typical retainer begins at $2,000 on a fixed fee basis and/or from $200 to $300 on an hourly rate basis, dependent on the complexity and scope of a project.”

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

How Delta Financial Advisory bills

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

• “Any such fees will be disclosed to and agreed upon by the client in advance.”
• “Delta Financial’s portfolio management fee is charged monthly, in advance, based upon the closing market value of the assets on the last day of the previous month.”
• “Fees are billed in advance and are not adjusted during the billing period for assets added to or withdrawn from an account after the valuation date.”

How Delta Financial Advisory’s fees compare

• Its hourly rate of $150 is below the Idaho median of $250. 7% of the 43 other Idaho planners that publish an hourly rate charge less.
• Its annual fee of $2,000 is below the Idaho median of $3,794. 27% of the 11 other Idaho planners that publish an annual fee charge less.

About Delta Financial Advisory

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2024 (2 years).

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

1.5% 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

$3,685,363

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330238

Website

deltafinancialadvisory.com (opens in new tab)

Phone

(208) 209-9479

Other planners in Meridian that publish fees

• Doceo Wealth, LLCMeridian$2,500
• Garcia Financial PlanningMeridian$750/mo
• Next Level Wealth Planning, LLCMeridian$250⁠-⁠$1,000/hr, $1,000⁠-⁠$50,000
• Viewpoint Advisory, LLCMeridian$2,500

Compare all 11 planners in Meridian