Investifi Wealth Management LLC fees and pricing

Published fees

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

Hourly rate

$300/hr

“In the event of early termination, prepaid but unearned fees will be refunded, any completed deliverables will be provided to the Client, and no further fees will be charged. ●​ Hourly We also provide financial planning services at the rate of $300 per hour.”

Flat or project fee

$500⁠-⁠$10,000

“Integrated Financial Planning Services Integrated Financial Planning consists of an upfront charge of $500 - $10,000, and an ongoing fee that is paid monthly, in arrears, at the rate of $300 - $2,000 per month The fee may be negotiable in certain cases at the discretion of IWM.”

Monthly fee

$300⁠-⁠$2,000/mo

From the same sentence as above.

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

How Investifi Wealth Management LLC bills

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

• “The intent of negotiable fees is to allow IWM to provide services at a reduced cost (including pro bono) to those in financial duress.”
• “Accounts initiated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Investifi Wealth Management LLC’s fees compare

• Its hourly rate of $300 is above the Idaho median of $250. 60% of the 43 other Idaho planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Idaho median of $2,625. 65% of the 26 other Idaho planners that publish a flat or project fee charge less.

About Investifi Wealth Management LLC

• Principal: David Walquist
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• 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

1% a year

Clients

36

Employees

1

Works with

Individuals and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$3,762,668

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

316755

Website

investifiwealth.com (opens in new tab)

Phone

(208) 312-0715

Can advise clients in 2 states: Idaho, Nevada

Other planners in Idaho that publish fees

• 3 Peaks FinancialAmmon$200/hr
• Abundance Financial PlanningCaldwell$3,000⁠-⁠$6,500
• Action Financial Planning LLCTwin Falls$275/hr, $95/mo
• Advanced Financial Solutions, Inc.Boise$200⁠-⁠$350/hr, $500
• Allegiance Financial PlanningEagle$120/hr
• Alturas Wealth Management, LLCEagle$175/hr

Compare all 98 planners in Idaho