Koinos Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Koinos Financial provides wealth management and investment advisory services to individuals, high-net-worth and ultra high-net-worth individuals, small businesses, and charitable organizations. The firm offers ongoing investment management on both discretionary and non-discretionary bases, standalone financial planning, project-based planning engagements, and group educational seminars and speaking engagements.
Koinos operates as a fee-only adviser and describes its investment process as asset-allocation driven, grounded in modern portfolio theory and a mix of passive and active strategies, with the option to incorporate socially responsible (ESG) considerations. Clients can impose written investment restrictions, grant limited discretionary authority via a power of attorney, and receive periodic account reviews while custody and trade execution are handled through recommended custodians.
Distinctive features in the brochure include the firm’s delivery of public educational seminars and the availability of fixed-fee, project-based financial planning and seminar engagements—services that are less common among firms of this profile. The firm also highlights individualized portfolio management for private clients and explicitly does not act as a private fund adviser; it presents these offerings as part of a recently formed, single-entity advisory operation.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Project-Based Financial Planning fees starting at $1,000, fee depends on complexity and is negotiable.
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
Minimum fee: Minimum annual fee of $1,000 for Wealth Management services Fee-only: Fee-only advisory firm compensated solely by clients; no commissions or sales-related compensation.
Main office
Boise ID
Advisors at this office
1
Most active in
Idaho
Also doing business as
Koinos Financial · Koinos Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Quick links
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