Interwest Investment Advisors, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Services are offered based on an hourly fee of $200 per hour based on complexity and unique client needs.”

Flat or project fee

$2,500

“Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.”

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

How Interwest Investment Advisors, Inc bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of each quarter.”
• “Client shall pay the investment advisory fee within ten (10) days following the end of the quarter being billed.”
• “Clients may terminate their account within five business days of signing the Investment Advisory Agreement for a full refund without penalty.”

How Interwest Investment Advisors, Inc’s fees compare

• 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.
• 2 of the 11 other planners in Boise that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Idaho median of $2,625. 38% of the 26 other Idaho planners that publish a flat or project fee charge less.
• 4 of the 9 other planners in Boise that publish a flat or project fee charge less.

About Interwest Investment Advisors, Inc

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2006 (20 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Cash flow and budgeting

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

3% a year

Clients

420

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$74,561,550

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

142840

Website

interwestia.net (opens in new tab)

Phone

(208) 465-0033

Can advise clients in 6 states: Idaho, Minnesota, Montana, Nevada, Oregon, 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
• Figure 8 Investment Strategies LLCBoise$500⁠-⁠$20,000
• Fourthrock Financial CorporationBoise$300/hr

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