Wardian Wealth Management, Inc. fees and pricing
Financial planner in Coeur D'alene, Idaho. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 4, 2026, Wardian Wealth Management, Inc. charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“An hourly fee of $250 per hour is charged by Wardian Wealth Management for financial planning services under this arrangement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wardian Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In all instances, for services provided by Wardian Wealth Management we will send clients a written invoice, which includes the fee, the formula used to calculate the fee, the time period covered by the fee.”
- “The Invoices will be sent to the client concurrent with the request for payment or payment of the advisory fees.”
- “Financial Planning fees are due and payable upon your receipt of our invoice.”
How Wardian Wealth Management, Inc.’s 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.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Wardian Wealth Management, Inc.
“When providing financial planning and consulting services, the role of your investment adviser representative is to find ways to help you understand your overall financial situation and help you set financial objectives.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 292029
- Phone
- (208) 664-8980
Other planners in Coeur D'alene that publish fees
- Five Pine WealthCoeur D'alene$1,500, $3,000-$5,000/yr
- Salmon Bay Wealth Management, LLCCoeur D'alene$200/hr
- 3 Peaks FinancialAmmon$200/hr
- Abundance Financial PlanningCaldwell$3,000-$6,500
- Action Financial Planning LLCTwin Falls$275/hr, $95/mo
- Advanced Financial Solutions, Inc.Boise$200-$350/hr, $500
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.