Legal
Effective Date: June 22, 2026
This page summarizes important disclosures regarding Action Financial Planning, LLC (“AFP,” “we,” “us”) and the information provided on this website.
AFP is an investment adviser registered with the State of Idaho (Idaho Department of Finance, Securities Bureau), CRD #338203. AFP is not registered with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply any certain level of skill or training.
AFP provides advisory services only to residents of states in which it is registered or is exempt from registration. This website is not a solicitation to provide advisory services to residents of any other jurisdiction. If you are unsure whether we are able to work with you in your state, please ask.
The information on this website is provided for general educational and informational purposes only. It does not constitute investment, legal, tax, or accounting advice, nor a recommendation or solicitation to buy, hold, or sell any security or to pursue any investment strategy. You should consult qualified professionals about your specific situation before acting on any information here.
Using this website does not create an advisory or fiduciary relationship. AFP provides advice only under a signed written agreement and on a non-discretionary basis. We do not take custody of client assets and we do not place trades; clients implement recommendations in their own accounts and retain full authority over every decision.
All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Any calculators, charts, or projections on this website (including the fee comparison calculator) are hypothetical illustrations for educational purposes only; they rely on stated assumptions, do not reflect actual results, and are not a guarantee or prediction of future performance.
AFP is a fee-only firm and charges flat planning fees. We do not charge asset-based (AUM) fees, and we do not accept commissions, referral fees, revenue sharing, or other third-party compensation. Any fee comparisons on this website are general and illustrative. We do not require or solicit prepayment of more than $500 in fees, six or more months in advance. Complete and current information about our services and fees is contained in our Form ADV Part 2A, and your specific fee is set out in your written agreement.
This website may link to or reference third-party websites and services. We provide these for convenience only and do not control, endorse, or assume responsibility for the content, products, services, or practices of any third party.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Additional information about AFP, including our Form ADV Part 2A disclosure brochure and Part 2B brochure supplement, is available on the SEC’s Investment Adviser Public Disclosure (IAPD) website at adviserinfo.sec.gov using CRD #338203.
Action Financial Planning, LLC
PO Box 5404, Twin Falls, ID 83303
Phone: (208) 358‑9803
Email: [email protected]
See also our Terms of Use and Privacy Policy.