Venturi Private Wealth fees and pricing

Financial planner in Boise, Idaho. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 31, 2026, Venturi Private Wealth charges a monthly fee of $50 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 31, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee: $50/mo; “The fee for non-managed private capital investments (off-line accounts) will be 10 bps or $50/month, whichever is greater.”

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

“This fee is prorated and charged monthly to client in a manner consistent with Venturi’s standard fees.”
“These fees are negotiable but generally range from $1,000 and up depending upon the scope and complexity of the services and the level of the services.”
“The terms and conditions of the financial planning and/or consulting engagement are set forth in the Financial Planning Agreement, and Venturi generally requires one-half of the fee (estimated fixed) payable upon execution of the Agreement.”

“In addition, the Firm provides clients with wealth management services that include a broad range of comp”

From the firm's description of its advisory business in its Form ADV brochure.

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: 1% a year
Clients: 687
Employees: 28
Works with: Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selecting other advisers, educational seminars and workshops, and other services
Assets managed: $3,581,250,224
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 169576
Website: venturiwealth.com (opens in new tab)
Phone: (208) 368-9600

Is something on this page wrong or out of date?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