Bill Heyer
Advisor at Boise River Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Boise River Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Boise, ID
Credentials
CFP®
Industry experience
3 years
Boise River Financial Planning is an independent, fee only fiduciary firm dedicated to providing objective, client focused financial planning and investment management. The fee only structure ensures financial advice and recommendations are objective and serve the client’s best interest.
Our financial planning services are designed to help clients clarify their goals, make informed financial decisions, and adapt strategies as circumstances change. Whether addressing retirement planning, investment management, or other complex financial needs, Boise River Financial Planning applies a client-centered process to creating strategies tailored to the individual.
At the heart of our work is a simple mission: to help clients live their life, supported by a financial strategy that reflects their values and goals. Boise River Financial Planning measures success by the clarity, confidence, and long term stability it helps clients achieve.
Based on Boise River Financial Planning
Project-based financial planning fixed fees range from $1,000 to $6,000
$0 - $1,000,000: 0.50% $1,000,001+: 0.40%
$250 per hour for project-based financial planning
Account minimum: $200,000 Minimum fee: Annualized fixed investment management fee $1,000-$3,000 per year, paid quarterly ($250-$750 per quarter) Fee-only: Fee-only firm, compensated solely by clients, no commissions or sales-related compensation
Boise, ID
Idaho
Boise River Financial LLC
2023 - Present (3 years)
Table Rock Financial Planning
2022 - Present (4 years)
Lilly USA
2014 - 2022 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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