A complete list of active advisors currently associated with Bahr Financial Planning Network, Inc.
Warmer can help you find a great advisor at Bahr Financial Planning Network, Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Bahr Financial Planning Network, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Eagle, ID
| 23
|
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