Madrone Financial Planning is an independent registered investment advisor located in Boise, Idaho, founded by Kody Williams in 2026. Madrone Financial Planning offers personalized investment management and comprehensive financial planning services designed to help individuals and families achieve their long-term financial goals. The firm builds tailored investment portfolios utilizing a mix of stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, and may incorporate third-party independent managers such as Orion Portfolio Solutions. In addition to portfolio management, Madrone Financial Planning provides ongoing and project-based financial planning covering a wide range of topics, including retirement planning, tax planning strategies, cash flow and debt management, estate planning, employee benefits, college savings, and risk management. Madrone Financial Planning operates as a fee-only firm, meaning compensation comes solely from direct client fees without commissions or product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.85% |
| $100K - $1.0M | 1.35% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Fees are negotiable. Billed quarterly in advance based on the average daily balance. Planning fees may be offset against investment management fees.