$5.8M Total AUM
$5.8M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- WaveQuantum insight +more
- Established Date
- 05-05-2023
- Office Locations
- 1
Office Locations
-- Boise ID
About Boise River Financial Planning
Boise River Financial Planning is a Boise, ID fee-only fiduciary led by CFP professional Bill Heyer. The firm helps families navigate retirement decisions, get organized, and implement research-driven investment strategies with clear, commission-free pricing (no product sales). Portfolios are implemented primarily with ETFs, with custody at Charles Schwab.
Team overview
-- AVG AGE
$5.8M AVG AUM / ADVISOR
$719.2K AVG AUM / CLIENT
3.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Peak Atlas
Custodian
Ridge Vital Alpha peak
Investment Themes
Wave meridian Momentum vertex
Investment Vehicles
North capital
Services
Timber ember Summit north Timber Harbor meridian Quantum atlas
Technology
Capital oak Fusion Wave Foundation
Owner & Executives
W
William James Heyer
Chief Compliance Officer, PRINCIPAL
- CRD
- #7667375
- Ownership
- 75% or more
(436) 871-9982
timber.pathway@fusioncapital.com
in linkedin.com/in/prime-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,753,822 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,753,822 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,753,822
Equity - Exchange:
27.7% Cash:
72.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $298,735,507 | 27.7% |
| Cash | $779,732,028 | 72.3% |
| Total | $1,078,467,535 | 100.0% |