Dillon Financial Planning, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
101
59% 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
101
Very HighAverage account size
$0
About
Dillon Financial Planning, Inc. provides fee-only, as-needed financial planning and investment advice to individuals and families, and also accepts engagements from high-net-worth individuals, trusts, estates, and business entities. Services described in the brochure include cash flow and debt management, retirement and estate planning, tax and education funding advice, asset allocation, investment selection, and guidance on retirement plan rollovers.
The firm follows a fundamental, long-term buy-and-hold investment philosophy and emphasizes asset allocation and low-cost, no-load investment choices when providing investment advice. Engagements are delivered on an hourly or flat-fee project basis with written recommendations or plans presented at conclusion; the firm does not provide ongoing discretionary portfolio management and clients are expected to re-engage for periodic reviews.
Compared with many independent peers, Dillon Financial Planning conducts group educational workshops and may charge or arrange for sponsors to cover workshop fees, an offering relatively uncommon among solo independent advisers. The firm also operates without percentage-of-assets-under-management or performance-based fees, maintains no custody of client assets, and is a member of NAPFA, reflecting a fee-only, project-focused advisory model.
Client services
Financial planning
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
General retirement planning
General tax planning
General estate planning guidance
Fee options
Flat fee per project basis, based on estimated hours and complexity
$280 per hour billed in six-minute increments
Fee-only: $280 per hour or flat fee per project basis
Main office location
Dillon Financial Planning, Inc.
1159 E. Iron Eagle Drive, Suite 170 B
Eagle ID 83616, United States
Number of offices
2
Most active in
Dillon Financial Planning, Inc. has reported serving >5 clients in these states in the last 12 months.
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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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.
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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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