Bahr Financial Planning Network, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides portfolio management and comprehensive financial planning to individuals, high-net-worth individuals, and business entities. Services include ongoing investment supervisory services (implemented through client-specific investment policy statements) and written financial plans; investment options listed in the brochure include mutual funds, ETFs, equities, fixed income, REITs, private placements and insurance products.
The firm manages client portfolios on a non-discretionary basis, documenting risk tolerance and investment goals in an Investment Policy Statement and conducting at least quarterly reviews of accounts. Its analytic approach combines charting and fundamental analysis, and the firm requires clients to use its chosen custodian, Charles Schwab Institutional, for account execution and reporting.
Notable distinctions include the adviser’s affiliation with insurance activities and the occasional sale of commissionable insurance products, a relationship the brochure discloses as a potential conflict of interest (clients are not required to implement recommendations through the firm’s insurance activities). Also uncommon for a solo independent adviser, almost all assets reported are managed non-discretionarily (about $53.96 million as of December 2025) and the firm explicitly serves business/corporate clients in addition to individual clients.
Client services
Expertise
Fee options
Fixed financial planning fees between $2,500 and $5,000
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,001 - $500,000: 1.10% $500,001 - $750,000: 1.00% $750,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $4,000,000: 0.50% $4,000,001+: 0.25%
$350 per hour for financial planning services
Fee-only: Fixed fees between $2,500 and $5,000 for financial planning; hourly fee of $350 per hour for financial planning services
Main office
408 S. Eagle Road, Suite 205
Eagle ID 83616
Advisors at this office
1
Most active in
California · Florida · Idaho
Also doing business as
Bahr Financial Planning Network Inc. · Bahr Financial Planning Network, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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