PlannerFees

Joski Financial fees and pricing

Financial planner in Star, Idaho. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 28, 2026, Joski Financial charges a quarterly fee of $1,562 and an annual fee of $600⁠-⁠$2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 28, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee
$1,562/qtr
“The quarterly fee would be approximately $1,562.50, calculated as one-fourth of the annualized fee, subject to adjustments based on actual daily balances, account openings, account closings, deposits, withdrawals, and other billing adjustments.”
Annual fee
$600⁠-⁠$2,500/yr
“Financial planning fees typically range from $600 to $2,500 annually for most clients.”

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

How Joski Financial bills

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

  • “All fees are disclosed in advance and agreed upon in a written advisory agreement.”
  • “Fees are negotiable at the Firm’s discretion.”
  • “Fees are generally billed quarterly in arrears and are typically deducted directly from client accounts with written authorization.”

How Joski Financial’s fees compare

  • Its annual fee of $600-$2,500 is below the Idaho median of $3,794. 18% of the 11 other Idaho planners that publish an annual fee charge less.

About Joski Financial

“The Firm provides financial planning, portfolio management, and ongoing advisory services to individuals, families, and small business owners. The Firm provides personalized financial planning designed to help clients make informed decisions about their financial future.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Retirement planning
  • Business owners
  • Insurance analysis
  • Cash flow and budgeting

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
Employees
1
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
342383
Phone
(208) 495-4152

Other planners in Star that publish fees

Compare all 98 planners in Idaho

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.