Liftoff Financial Planning fees and pricing
Financial planner in Pocatello, Idaho. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 20, 2025, Liftoff Financial Planning charges a flat or project fee of $1,000-$3,500 and a monthly fee of $75-$800 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 20, 2025. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$3,500
“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1,000 - $3,500, depending on complexity and the need of the client, and an ongoing fee that is paid monthly, in arrears, at the rate of $75 - $800 per month, depending on complexity and the needs of the client.”
- Monthly fee
- $75-$800/mo
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Liftoff Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
How Liftoff Financial Planning’s fees compare
- Its flat or project fee of $1,000-$3,500 spans the Idaho median of $2,625. 31% of the 26 other Idaho planners that publish a flat or project fee charge less.
About Liftoff Financial Planning
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2018 (8 years).
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% a year
- Clients
- 38
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $2,396,775
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 298978
- Phone
- (208) 840-0766
Other planners in Pocatello that publish fees
- Gateway Financial & Estate Planning, Inc.Pocatello$150/hr
- Matterhorn Financial PlanningPocatello$450/hr
- 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
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.