Medina Financial, LLC fees and pricing

Published fees

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

Annual fee

$25,000/yr

“For Tier 6, annual fees are negotiable, starting at $25,000, and will be based on the complexity and needs of the client.”

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

How Medina Financial, LLC’s fees compare

• Its annual fee of $25,000 is above the Idaho median of $3,794. 82% of the 11 other Idaho planners that publish an annual fee charge less.

About Medina Financial, LLC

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

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Clients

6

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$1,449,910

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

300643

Phone

(720) 690-0592

Can advise clients in 2 states: Colorado, Idaho

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