Viewpoint Advisory, LLC fees and pricing
Financial planner in Meridian, Idaho. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 17, 2026, Viewpoint Advisory, LLC charges a flat or project fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500
“Clients without manageable assets who engage advisor solely for a financial plan are charged at a rate of $2,500 per financial plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Viewpoint Advisory, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The invoice will be sent to the client concurrently with the payment of the advisory fees.”
- “Fees for partial months at the commencement or termination of this Agreement will be billed on a pro-rated basis contingent on the number of days the account was open during the month.”
- “In the event a client terminates our services we will rebate the unused portion of the fees that were charged in advance.”
How Viewpoint Advisory, LLC’s fees compare
- Its flat or project fee of $2,500 is below the Idaho median of $2,625. 38% of the 26 other Idaho planners that publish a flat or project fee charge less.
- None of the 2 other planners in Meridian that publish a flat or project fee charge less.
About Viewpoint Advisory, LLC
“In conjunction with portfolio management services or as a separate service we may provide financial planning for Clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Estate planning
- Business owners
- Cash flow and budgeting
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
- 0.9% a year
- Clients
- 58
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $103,313,912
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 305164
- Phone
- (206) 771-4295
Can advise clients in 2 states: Idaho, Washington
Other planners in Meridian that publish fees
- Delta Financial AdvisoryMeridian$150/hr, $2,000/yr
- Doceo Wealth, LLCMeridian$2,500
- Garcia Financial PlanningMeridian$750/mo
- Next Level Wealth Planning, LLCMeridian$250-$1,000/hr, $1,000-$50,000
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.