PlannerFees

Madrone Financial Planning fees and pricing

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

According to its Form ADV Part 2A brochure dated July 20, 2026, Madrone Financial Planning charges $400 an hour, a flat or project fee of $10,000, a monthly fee of $100⁠-⁠$1,000, and a quarterly fee of $300⁠-⁠$3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“MFP collects an initial fee, no greater than $10,000, based upon our hourly rate of $400.”
Flat or project fee
$10,000
“Ongoing Financial Planning MFP collects an initial fee, no greater than $10,000.”
Monthly fee
$100⁠-⁠$1,000/mo
“Fees are paid monthly or quarterly in advance, ranging from $100 to $1,000 per month, or $300 to $3,000 per quarter.”
Quarterly fee
$300⁠-⁠$3,000/qtr

From the same sentence as above.

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

How Madrone Financial Planning bills

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.”

How Madrone Financial Planning’s fees compare

  • Its hourly rate of $400 is above the Idaho median of $250. 79% of the 43 other Idaho planners that publish an hourly rate charge less.
  • 9 of the 11 other planners in Boise that publish an hourly rate charge less.
  • Its flat or project fee of $10,000 is above the Idaho median of $2,625. 81% of the 26 other Idaho planners that publish a flat or project fee charge less.
  • 7 of the 9 other planners in Boise that publish a flat or project fee charge less.

About Madrone Financial Planning

  • Principal: Kody Williams
  • 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

  • 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
1.85% a year
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
342440
Phone
(509) 701-7396

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