Madrone Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management and financial planning to individuals, high-net-worth clients, and employer-sponsored retirement plans, including pension and profit-sharing plans. Services include ongoing discretionary portfolio management, project-based and ongoing financial planning, and retirement plan consulting and monitoring.
The firm develops client-specific investment policies and asset allocation targets and implements those plans using a mix of active and passive strategies, modern portfolio theory, and, where appropriate, direct indexing and Outside Managers; it may exercise limited discretionary trading authority when clients agree. Financial planning is delivered on project-based or ongoing terms and the firm coordinates with third-party professionals (tax, legal, insurance) as needed.
A distinctive aspect of the firm is its retirement plan work, which may include advising plan sponsors, ongoing plan monitoring, and acting in an ERISA fiduciary or 3(38)-style investment manager capacity—services that are less common among independent advisers. The firm is newly established and registered in 2026 and reported no assets under management as of May 7, 2026, a factor prospective clients may consider when evaluating experience and track record.
Client services
Expertise
Fee options
Project-based financial planning fixed fee range $500 to $10,000
$0 - $100,000: 1.85% $100,001 - $1,000,000: 1.35% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.60%
$400 per hour
Ongoing financial planning fees from $100 to $1,000 per month or $300 to $3,000 per quarter
Fee-only: Initial fee up to $10,000 plus ongoing fees $100-$1,000 per month or $300-$3,000 per quarter, negotiable; Project-based fixed fee $500 to $10,000 or hourly $400
Main office
Boise ID
Advisors at this office
1
Most active in
Idaho · Texas
Also doing business as
Madrone Financial Planning · Madrone Financial Planning 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.
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