Teton Crest Wealth Planning fees and pricing
Financial planner in Idaho Falls, Idaho. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 30, 2025, Teton Crest Wealth Planning charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 30, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Typical hourly charges are $300/hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Teton Crest Wealth Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid in advance on a monthly basis, and clients may terminate their account at any time in writing with a ten (10) day advance notice.”
- “If a client terminates their account, they will be entitled to a pro-rata refund of any prepaid fees based upon the number of days remaining in the month after the date upon which the notice of termination is received.”
- “No invoice or written notice will be provided, instead the client can refer to the original account paperwork and fee schedule with the original investment advisory agreement.”
How Teton Crest Wealth Planning’s fees compare
- Its hourly rate of $300 is above the Idaho median of $250. 60% of the 43 other Idaho planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Idaho Falls that publish an hourly rate charge less.
About Teton Crest Wealth Planning
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 158
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, educational seminars and workshops, and other services
- Assets managed
- $12,800,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 330009
- Phone
- (208) 534-1994
Other planners in Idaho Falls that publish fees
- Good Better Best Financial Planning LLCIdaho Falls$250/hr, $300-$1,200
- Onyx Financial Advisors, LLCIdaho Falls$2,500/yr
- Snake River Investment Counsel LLCIdaho Falls$100-$300/hr
- 3 Peaks FinancialAmmon$200/hr
- Abundance Financial PlanningCaldwell$3,000-$6,500
- Action Financial Planning LLCTwin Falls$275/hr, $95/mo
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.