Silveria Wealth Group, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated September 1, 2026, Silveria Wealth Group, LLC charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “Billed at $500 per hour, as incurred upon delivery of service.”

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

“Fees are calculated based on the market value on the final business day of the prior billing period and billed monthly in arrears.”
“Page 5 of 13 At SWG’s discretion, fees paid for project engagements may be credited pro-rata toward ongoing Comprehensive Wealth Management advisory fees during the first twelve (12) months of an ongoing relationship. 3.”
“Billed monthly in arrears based on the agreed annual fee rate.”

Its hourly rate of $500 is above the Idaho median of $250. 91% of the 43 other Idaho planners that publish an hourly rate charge less.
10 of the 11 other planners in Boise that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2025.

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: 0.25% a year
Minimum: $10,000 minimum fee (stated in brochure)
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $350,406
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 337591
Website: silveriawealth.com (opens in new tab)
Phone: (208) 994-5676

Is something on this page wrong or out of date?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.