$16.7M Total AUM
$16.7M Disc. AUM
-- 3Y CAGR
2 Employees
61 ADV. Clients
32 yrs Firm Age
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- Custodian
- Axos
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-1993
- Office Locations
- 1
Office Locations
4700 N Cloverdale RD Suite 101 Boise ID
About Advanced Financial Solutions, Inc.
Advanced Financial Solutions, Inc. is a Boise, Idaho investment advisory firm providing financial planning, asset protection, and wealth-building guidance, with a focus on avoiding market corrections and developing tax-free income streams. The practice builds portfolios primarily with ETFs and also supports active allocation, insurance/annuity planning, and mutual funds, leveraging eMoney for planning workflows.
Team overview
-- AVG AGE
$8.4M AVG AUM / ADVISOR
$274.0K AVG AUM / CLIENT
19.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
32yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
DAVID ARTHUR WILHITE
Chief Compliance Officer, Owner, President
- CRD
- #1100003
- Ownership
- 75% or more
Available
Available
Available
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W
William Henry Overton
Wealth Advisor
- CRD
- #7160360
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,712,368 | $68,500 |
| Non-Discretionary | $0 | $23,131 |
| Total | $16,712,368 | $49,107 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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