# Advanced Financial Solutions, Inc.

> Advanced Financial Solutions, Inc. is a state-registered investment advisory firm in Boise, ID, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 121538
- Filed as: ADVANCED FINANCIAL SOLUTIONS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boise, ID
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121538
- AdvisorCensus page: https://advisorcensus.com/firm/advanced-financial-solutions-inc-boise-id-121538

## Quick answers

**How is Advanced Financial Solutions, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Advanced Financial Solutions, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Advanced Financial Solutions, Inc. located?**
Advanced Financial Solutions, Inc.'s principal office is in Boise, ID, according to its Form ADV.

**Is Advanced Financial Solutions, Inc. registered with the SEC or a state?**
Advanced Financial Solutions, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 121538.

**How much does Advanced Financial Solutions, Inc. manage?**
Advanced Financial Solutions, Inc. reports $16,712,368 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Advanced Financial Solutions, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47); high net worth individuals (12).

**Does Advanced Financial Solutions, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/121538

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $16,712,368
- Discretionary: $16,712,368
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $8,290,937 |
| High net worth individuals | 12 | $6,119,743 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,710,508 |
| Charitable organizations | Fewer than 5 | $591,180 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- afs-idaho.com
- LinkedIn @advanced-financial-solutions-inc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advanced Financial Solutions, Inc. (CRD 121538): Form ADV filing data as of October 2026.