Integrated Financial Management, LLC fees
Financial planner in Boise, Idaho. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 27, 2026, Integrated Financial Management, LLC (Boise, ID) charges a flat or project fee of $500-$1,500 and an annual fee of $500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 27, 2026. Fees can change.
- Flat or project fee
- $500-
$1,500 Below the Boise median of $5,375; none of the 7 other planners in Boise that publish a flat or project fee charge less. Below the Idaho median of $5,500; 1 of the 18 other planners in Idaho charges less.
“The fixed rate for creating client financial plans is between $500 and $1,500.”
- Annual fee
- $500/yr
Below the Idaho median of $11,675; none of the 7 other planners in Idaho that publish an annual fee charge less. None of the 4 other planners in Boise charge less.
“The fixed rate for ongoing financial planning services is $500 per year. Clients may terminate the agreement without penalty, for full refund of INFINMAN ’ s fees, within five business days of signing the Financial Planning Agreement.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2020 (6 years)
How Integrated Financial Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are based on the ending balance of the last day of the previous quarter, payable quarterly in advance.”
- “These fees are not negotiable and the final fee schedule will be memorialized in the client ’ s advisory agreement between INFINMAN and the client.”
- “Thereafter, clients may terminate the contract upon written or verbal notice and any earned, unpaid fees will be payable on a pro rata basis based on the date of termination.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 148
- Works with
- Individuals, high net worth individuals, and other
- Services reported to regulators
- Financial planning and selecting other advisers
- Assets managed
- $61.2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of August 27, 2026
- CRD number
- 304071 (opens in new tab)
- Phone
- (208) 376-1648
Registered in 5 states: Arizona, Colorado, Idaho, Montana, Utah
Other planners in Boise that publish fees
- Silveria Wealth Group, LLCBoiseHourly $500/hr
- Arc Advisers LLCBoiseHourly $400/hr, Flat $1,000-$10,000
- Private Wealth AdvisorsBoiseHourly $250/hr, Flat $500-$2,500
- JCO Advisors LLCBoiseHourly $350/hr, Flat $500-$50,000
- Koinos FinancialBoiseFlat from $1,000
- Fourthrock Financial CorporationBoiseHourly $300/hr 2025 brochure
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.