Figure 8 Investment Strategies LLC fees and pricing
Financial planner in Boise, Idaho. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 11, 2026, Figure 8 Investment Strategies LLC charges a flat or project fee of $500-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$20,000
“Fixed fee engagements typically range from $500 to $20,000 depending on the nature and complexity of the services to be provided and the overall relationship with Figure 8.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Figure 8 Investment Strategies LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for these services are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the Client agreement with Figure 8.”
- “The investment management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “The comprehensive investment management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
How Figure 8 Investment Strategies LLC’s fees compare
- Its flat or project fee of $500-$20,000 spans the Idaho median of $2,625. 85% of the 26 other Idaho planners that publish a flat or project fee charge less.
- 8 of the 9 other planners in Boise that publish a flat or project fee charge less.
About Figure 8 Investment Strategies LLC
- Firm size: 7 employees.
- Credentials named in the brochure: CFA.
- Founded: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Minimum
- $12,500 minimum fee (stated in brochure)
- Clients
- 163
- Employees
- 7
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
- Assets managed
- $233,394,064
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282973
- Phone
- (208) 385-0078
Can advise clients in 8 states: California, Idaho, Montana, New York, Oregon, Pennsylvania, Texas, Washington
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
- Boise River Financial PlanningBoise$250/hr, $1,000-$6,000
- 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.