Action Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Action Financial Planning LLC provides fee-only financial planning and non‑discretionary investment advisory services to individuals and families, and also works with charitable organizations, small businesses and employer‑sponsored retirement plans. The firm offers comprehensive and targeted planning, implementation support, and pension consulting for plan sponsors while acting as a fiduciary and not taking custody of client assets.
AFP’s advice is grounded in a long‑term, evidence‑based approach that emphasizes broad diversification, low‑cost index funds, tax efficiency and a written investment policy statement tailored to client circumstances. Recommendations are non‑discretionary and implemented by clients at custodians they choose, with onboarding, ongoing checkups, and coordination with outside professionals delivered through a secure client portal and mobile app.
Compared with most independent solo advisers, AFP’s mix of clients and services is atypical: it expressly serves charitable and corporate clients and provides pension consulting and fiduciary education, yet does not manage assets or charge percentage‑of‑AUM fees. The firm uses flat‑fee, subscription and hourly engagement structures, discloses annual inflation adjustments tied to CPI‑U, and states it does not accept commissions or other third‑party compensation.
Client services
Financial planning
Pension consulting
Expertise
Retirement income strategy
Social Security optimization
Cash flow / budgeting
Charitable giving tax strategies
Multi-generational wealth transfer
Occupation focus
Founder/Business Owner
Retired
Fee options
One-time financial planning fees: Evaluate Plan - $1,250; Essential Plan - $2,500; Enhanced Plan - $3,750; Executive Plan starting at $5,000 based on complexity
Targeted financial planning or investment advisory services at $275/hour; pension consulting services at $325/hour
Monthly subscription fees: Evaluate - $50/month; Essential - $95/month; Enhanced - $135/month; Executive starting at $195/month based on complexity
Fee-only: Flat fees for financial planning plans ranging from $1,250 to starting at $5,000 based on plan complexity; monthly subscription fees from $50 to starting at $195/month; financial wellness checkups fees from $625 to starting at $2,500; targeted consultation at $275/hour; pension consulting at $325/hour or fixed fee
Main office location
Action Financial Planning LLC
Twin Falls ID, United States
Number of offices
1
Most active in
Action Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Idaho
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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