Eagle Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“For Ongoing Financial Planning, we charge an annual fixed fee of $6,000 to $50,000 paid quarterly in advance, based upon our hourly rate of $500.”

Annual fee

$6,000⁠-⁠$50,000/yr

“Ongoing Financial Planning For Ongoing Financial Planning, we charge an annual fixed fee of $6,000 to $50,000 paid quarterly in advance.”

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

How Eagle Financial Planning bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Eagle Financial Planning’s fees compare

• Its hourly rate of $500 is above the Idaho median of $250. 91% of the 43 other Idaho planners that publish an hourly rate charge less.
• 7 of the 7 other planners in Eagle that publish an hourly rate charge less.
• Its annual fee of $6,000-$50,000 is above the Idaho median of $3,794. 91% of the 11 other Idaho planners that publish an annual fee charge less.

About Eagle Financial Planning

• Principal: Gregory McCall
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2025.

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

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

343624

Phone

(208) 370-3170

Other planners in Eagle that publish fees

• Allegiance Financial PlanningEagle$120/hr
• 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
• Enduro Wealth Management, LLCEagle$400/hr, $500⁠-⁠$2,000/mo

Compare all 12 planners in Eagle