Koinos Financial fees and pricing

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

According to its Form ADV Part 2A brochure dated July 30, 2026, Koinos Financial charges a flat or project fee of $1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $1,000; “We charge a fixed fee starting at $1,000 for Project-Based Financial Planning.”

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

“Fees are negotiable and some fees may vary by Client for similar services.”
“The fee is based on a percentage of assets under management and is negotiable.”
“Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

Its flat or project fee of $1,000 is below the Idaho median of $2,625. 15% of the 26 other Idaho planners that publish a flat or project fee charge less.
1 of the 9 other planners in Boise that publish a flat or project fee charge less.

Principal: Mathew Eardley
Solo practice: one person runs the firm, so you work directly with the planner.
Meets clients remotely: the brochure mentions virtual or online meetings.
Registered as an adviser: 2026.

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: 1.5% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 342846
Website: koinosfinancial.com (opens in new tab)
Phone: (208) 568-5230

Is something on this page wrong or out of date?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.