Eagle Financial Planning

Overview

Eagle Financial Planning is an Idaho-based limited liability company providing financial planning and portfolio management to individuals and small businesses. The firm emphasizes client advisory services and acts as a capital allocator, which means it places or directs client assets among other managers or advisers as part of its service mix. Ownership is held by an individual principal. The firm offers multiple fee arrangements, including percentage-of-AUM, hourly billing, and fixed fees, allowing flexibility for different client needs and engagement types. Eagle Financial Planning does not identify as an active ESG investor and operates solely within its home state rather than as a multi-state adviser.

Investments & Alternatives

Location & Offices