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Advanced Financial Solutions, Inc. (Boise)


Advanced Financial Solutions, Inc. is an adviser based in Boise. It manages $12.52 million of regulatory assets for 255 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Idaho.

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Advanced Financial Solutions provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Advanced Financial Solutions: assets under management

The assets under management (AUM) of Advanced Financial Solutions, Inc. is $12.52 million. The firm's AUM has gone down by -50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $10 million in discretionary accounts and $2.52 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $68.5 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $23.13 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Advanced Financial Solutions, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boise

The principal office where Advanced Financial Solutions, Inc. performs its advisory services is located at 4700 N. Cloverdale Rd, Boise, ID 83713 1081, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 208-376-0091 or by fax 208-376-0092. The normal business hours are 9:30am - 5:00pm (mst) on Monday - Friday. You can find more information about the New York firm at www.afs-idaho.com or www.advancedfinancialsolutionsinc.com.


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