B
Bahr Financial Planning Network, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$53,956,350
Clients
76
25% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
76
Very HighAverage account size
$709,952
About
The firm provides portfolio management and comprehensive financial planning to individuals, high-net-worth individuals, and business entities. Services include ongoing investment supervisory services (implemented through client-specific investment policy statements) and written financial plans; investment options listed in the brochure include mutual funds, ETFs, equities, fixed income, REITs, private placements and insurance products.
The firm manages client portfolios on a non-discretionary basis, documenting risk tolerance and investment goals in an Investment Policy Statement and conducting at least quarterly reviews of accounts. Its analytic approach combines charting and fundamental analysis, and the firm requires clients to use its chosen custodian, Charles Schwab Institutional, for account execution and reporting.
Notable distinctions include the adviser’s affiliation with insurance activities and the occasional sale of commissionable insurance products, a relationship the brochure discloses as a potential conflict of interest (clients are not required to implement recommendations through the firm’s insurance activities). Also uncommon for a solo independent adviser, almost all assets reported are managed non-discretionarily (about $53.96 million as of December 2025) and the firm explicitly serves business/corporate clients in addition to individual clients.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Fee options
Fixed financial planning fees between $2,500 and $5,000
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,001 - $500,000: 1.10% $500,001 - $750,000: 1.00% $750,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $4,000,000: 0.50% $4,000,001+: 0.25%
$350 per hour for financial planning services
Fee-only: Fixed fees between $2,500 and $5,000 for financial planning; hourly fee of $350 per hour for financial planning services
Main office location
Bahr Financial Planning Network, Inc.
408 S. Eagle Road, Suite 205
Eagle ID 83616, United States
Number of offices
1
Most active in
Bahr Financial Planning Network, Inc. has reported serving >5 clients in these states in the last 12 months.
California · Florida · Idaho
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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