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Rachel Paige Songer

Advisor at Keener Financial Planning — Kuna, ID

Updated today

Credentials

CFP®, Series 65

Experience

12 years

Location

Kuna, ID

Keener Financial Planning logo

Keener Financial Planning

Team

Total advisors

10

Across 5 offices

Clients per advisor

19 Very Low

Avg AUM per client

$2,401,482 Very High

HNW client ratio

75% Very High

About

Rachel Songer is a CERTIFIED FINANCIAL PLANNER™ and holds a Series 65 license with 11 years of industry experience. She has been with Keener Financial Planning since 2016, working as part of a 10-advisor team in Kuna, Idaho. Keener Financial Planning serves individuals, trusts, small businesses, and retirement plans by providing modular financial planning and investment management services. The firm emphasizes retirement planning and uses a fee-only structure based on hourly, flat fees, or retainers, employing a long-term, cost-conscious investment approach focused on low-cost index funds and diversified portfolios.

Client services

Based on Keener Financial Planning

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Based on Keener Financial Planning

General retirement planning Income planning General tax planning Wealth management ESG / Sustainable investing

Occupation focus

Based on Keener Financial Planning

Retired Founder/Business Owner

Demographic focus

Based on Keener Financial Planning

Approaching retirement

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Fee options

Fixed

Flat-fee financial planning quotes available for initial engagements; flat fees for educational workshops based on material costs and preparation time

Project-based

Standard hourly rates are $300 per hour for engagements led by a Firm Financial Planner, $380 per hour for engagements led by the Firm Principal

Subscriptions

Annual retainer fee starting at $3,600 for ongoing planning and investment management; fee covers both planning and investment management services

Other

Account minimum: $300,000 Minimum fee: Minimum annual retainer fee of $3,600 for ongoing planning and investment management services Fee-only: Hourly financial planning fees at $300 per hour for financial planners and $380 per hour for firm principal; flat-fee quotes also available for initial engagements; flat annual retainer fees starting at $3,600

Location

See office

Kuna, ID

Kuna ID

Advisors at this office

1

Most active in

Idaho · Texas

Work history

12 years of industry experience

Keener Financial Planning

2016 - Present • 10 years

Keller, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Brennain V

Series 65

Boise, ID

Hoeven Wealth

Focused on creating an organization that could provide comprehensive and integrated investment management, financial, tax and estate planning, and business advisory services. Today, Hoeven Wealth has a comprehensive network of partners to ensure continuity and consistency across your financial life. Though originally from the Netherlands, Brennain is nearly a lifelong native of the Northwest. He completed his undergraduate degrees in Accounting and Business Administration at University of Washington and postgraduate in Financial Strategy at University of Oxford, graduating with Distinction.

Wealth management Liquidity event planning Business ownership considerations Business exit / sale strategy Business succession planning Engineering Professional Established Professionals Mid-Career Professionals
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Richard B

CFP®, Series 65

Boise, ID

Table Rock Financial Planning

Richard Boss is a CFP® professional with 11 years of experience in financial advising, currently operating as the sole advisor at Table Rock Financial Planning in Boise, ID. He has been with Table Rock since 2009. Table Rock Financial Planning is an independent firm serving individuals, trusts, estates, pension plans, and businesses with fee-only financial planning, investment consultation, and discretionary investment supervisory services. The firm manages approximately $35.3 million in client assets, emphasizing a diversified, research-based investment approach that incorporates low-cost index funds and ETFs with a value tilt and selective active strategies.

General retirement planning College savings (529s, UTMA, etc.) Charitable giving & philanthropy General tax planning Passive / index investing
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Gustavo G

Series 63, Series 65

Boise, ID

Integrated Financial Management, LLC

Gustavo Gonzalez is a financial advisor with Integrated Financial Management, LLC in Boise, ID, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior work includes roles at Capital Asset Management, LLC, First Allied Advisory Services, INC., and Pinnacle Benefit Consultants, LLC. Outside of advising, he serves as a board member for the Idaho Inferno Soccer Club and provides notary and paralegal services. Integrated Financial Management, LLC offers financial planning and advisory services primarily to individuals and high-net-worth clients, utilizing third-party managed account platforms to implement multi-manager investment allocations. The firm focuses on manager selection and oversight rather than direct portfolio management, with regular client reporting and reviews.

General retirement planning College savings (529s, UTMA, etc.)
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Mathew E

Series 65

Boise, ID

Koinos Financial

Mathew Eardley is a financial advisor at Koinos Financial with a Series 65 credential and one year of industry experience. His prior work includes roles at First Presbyterian Church, Foundant Technologies, and a decade at Jitasa. Koinos Financial provides wealth management and investment advisory services to individuals, high-net-worth clients, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach combining passive and active strategies and offers fee-only services including ongoing investment management, standalone financial planning, and public educational seminars.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Young Professionals
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Jeremy O

Series 65

Boise, ID

JCO Advisors LLC

Jeremy Ouchley is the principal of JCO Advisors LLC in Boise, Idaho, holding a Series 65 designation with two years of industry experience. Prior to founding JCO Advisors, he worked at AmerisourceBergen Corp. for seven years and currently owns and operates Ouchley Law PLLC, a law firm providing legal services primarily to business clients. JCO Advisors LLC offers holistic financial planning, discretionary investment management, retirement plan consulting, and business consulting to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm employs a disciplined, long-term asset allocation strategy focused on no-load mutual funds and ETFs, integrating planning with investment oversight and offering both ongoing and project-based services.

Retirement withdrawal strategies College savings (529s, UTMA, etc.) Attorney Founder/Business Owner Established Professionals
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Collin T

CFP®, Series 65

Boise, ID

Arc Advisers LLC

Collin Todd is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Arc Advisers LLC in Boise, ID. He previously worked at First Affirmative Financial Network, LLC and New Outlook Financial, LLC. Arc Advisers LLC is a fee-only registered investment adviser that offers portfolio management through recommended third-party sub-advisors along with comprehensive financial planning for individuals, trusts, retirement accounts, charitable organizations, and small businesses. The firm emphasizes sustainable, responsible, and impact (SRI/ESG) investing and integrates tax and estate-planning coordination into its financial planning services.

ESG / Sustainable investing Tax-loss harvesting Charitable giving tax strategies General estate planning guidance Wealth management
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