Private Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Fees are as follows: ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ Hourly rate: $250 Flat fee for comprehensive plan: $2,500 Budget/cash flow Risk management Retirement analysis Distribution planning Portfolio analysis Charitable giving analysis Tax planning Estate planning Accumulation (education, future purchase, etc) Flat fee per…”

Flat or project fee

$500⁠-⁠$2,500

From the same sentence as above.

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

How Private Wealth Advisors bills

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

• “New accounts and terminated accounts will be charged a pro-rata fee for the period of time that assets are under management.”
• “In the event of termination of an agreement where fees have been paid in advance, a prorated refund will be made.”
• “The client will be billed quarterly in arrears based on actual hours accrued.”

How Private Wealth Advisors’ fees compare

• Its hourly rate of $250 matches the Idaho median of $250. 35% of the 43 other Idaho planners that publish an hourly rate charge less.
• 4 of the 11 other planners in Boise that publish an hourly rate charge less.
• Its flat or project fee of $500-$2,500 is below the Idaho median of $2,625. 19% of the 26 other Idaho planners that publish a flat or project fee charge less.
• 2 of the 9 other planners in Boise that publish a flat or project fee charge less.

About Private Wealth Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2010 (16 years).

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

2% a year

Clients

51

Employees

1

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, market timing, and educational seminars and workshops

Assets managed

$12,796,679

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

152073

Website

pwadvisor.com (opens in new tab)

Phone

(208) 287-8870

Other planners in Boise that publish fees

• Advanced Financial Solutions, Inc.Boise$200⁠-⁠$350/hr, $500
• Arrien Investments, Inc.Boise$100⁠-⁠$275/hr
• Aspen Capital Management, LLCBoise$1,250/qtr
• Boise River Financial PlanningBoise$250/hr, $1,000⁠-⁠$6,000
• Figure 8 Investment Strategies LLCBoise$500⁠-⁠$20,000
• Fourthrock Financial CorporationBoise$300/hr

Compare all 30 planners in Boise