Preferred Retirement Options, Inc fees and pricing
Financial planner in Ammon, Idaho. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 23, 2026, Preferred Retirement Options, Inc charges a flat or project fee of $95-$495 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $95-$495
“January 22nd, 2026 Preferred Retirement Options offers its clients a portfolio analysis (MRI) for a flat negotiable fee between $95 and $495.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Preferred Retirement Options, Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are charged quarterly in advance.”
- “All fees collected by Matson Money, whether for Referrers or for Matson Money, are payable quarterly in advance in increments of one-fourth the annual rate.”
- “Clients may cancel up to the time of delivery for a full refund.”
How Preferred Retirement Options, Inc’s fees compare
- Its flat or project fee of $95-$495 is below the Idaho median of $2,625. None of the 26 other Idaho planners that publish a flat or project fee charge less.
About Preferred Retirement Options, Inc
- Firm size: 5 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 1998 (28 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
- 0.99% a year
- Clients
- 480
- Employees
- 5
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 116172
- Phone
- (208) 521-2957
Can advise clients in 5 states: Arizona, Idaho, Nevada, Utah, Wyoming
Other planners in Ammon 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
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.