A complete list of active advisors currently associated with Boise River Financial Planning
Warmer can help you find a great advisor at Boise River Financial Planning or one who fits your needs even better.
Boise River Financial LLC provides fee-only financial planning and discretionary investment management to individual clients, including high-net-worth individuals, and offers project-based or hourly planning engagements in addition to ongoing portfolio supervision. The firm reports managing roughly $5.75 million of client assets across a very small number of client relationships and delivers written financial plans when engaged for planning work. The firm's investment process emphasizes asset allocation guided by fundamental analysis and Modern Portfolio Theory, and it blends passive and active vehicles when selecting mutual funds, ETFs, and individual securities. Clients grant the firm limited discretionary trading authority, the adviser employs a two-part advisory fee structure (a fixed management component plus an asset-based fee) and requires custody on a single recommended custodian platform, while executing trades on an individual-account basis rather than through aggregated block trading. The practice is recently established and is led by its principal, who is also the firm’s chief compliance officer and a CFP® professional and maintains a part-time public service role as an elected director of a local irrigation district. Notable differences from many peers include the very small client roster relative to assets under management, operation of two office locations despite being principal-led, a policy not to aggregate trades, and a reliance on custodian statements for performance and reporting rather than producing separate firm-generated performance reports.
To learn more about the advisors currently working at Boise River Financial Planning, 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 |
|---|---|---|
Boise, ID
| 3
|
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