Frequently Asked Questions

Why choose Preiss Financial?

In House Active Management – Don’t let your advisor outsource the well-being of your life savings.

Transparent Fee Structures – Our clients enjoy transparent and simple fee structures without any hidden costs.

Financial Education – As we work together, our aim is to educate our clients to help them become more financially literate and savvy.

We charge a percent of Assets Under Management (AUM). The percent can range from 1.25% – 0.25% depending on client circumstantial factors.

Not explicitly. We believe everyone should invest. If you’d like help taking the first step, reach out to us!

Absolutely. We are based in Eagle, Idaho, but work with clients all over the United States.

We view the markets through a macroeconomic lens and execute through a data driven approach.

Our 3 core tenants of investing are:

  1. Be invested.
  2. Avoid large losses.
  3. It’s better to be late than early.

Absolutely. At Preiss Financial, we act as fiduciaries 100% of the time, which means we are legally and ethically obligated to act in your best interest—not ours. Our guidance is independent and transparent.

The best time to start is as soon as you begin thinking about what you want retirement to look like. Whether you’re just starting your career or you’re already close to retiring — it’s never too early or too late. We’ll help you map a plan that adapts as you move closer to and through retirement.

Yes — coordination is a key part of our process. We’ll collaborate with your CPA, tax advisor, or estate-planning attorney to ensure your investment strategy, retirement plan and tax plan all work together seamlessly for your benefit.

Your goals deserve a plan.

Let’s design a financial strategy that helps you live intentionally—today, tomorrow, and well into retirement.

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