Bryce Anderson
Intermountain Wealth Management · Idaho Falls, Idaho
Bryce Anderson is a fee-only financial advisor at Intermountain Wealth Management in Idaho Falls, Idaho. Bryce focuses on retirement planning, estate & legacy planning and tax planning. Intermountain Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Intermountain Wealth Management |
|---|---|
| Based in | Idaho Falls, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $90.2M across 647 accounts |
| SEC registration | Investment adviser representative in AZ, ID, MT, TX, UT · CRD 862550 |
| Exams passed | Series 63 (1998) · Series 65 (2009) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | intermountainwealthmanagement.com |
How Bryce's firm compares
- Intermountain Wealth Management's average account is about $139,000, from its Form ADV (assets managed divided by 647 accounts).
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Questions about Bryce
Is Bryce Anderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bryce holds no broker registration, and Intermountain Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bryce charge for financial advice?
Bryce's firm, Intermountain Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Bryce Anderson based?
Bryce Anderson is based in Idaho Falls, Idaho.
What does Bryce specialize in?
Bryce's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.
Is Bryce Anderson registered with the SEC?
Yes. Bryce Anderson is registered as an investment adviser representative in AZ, ID, MT, TX and UT (CRD 862550), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Intermountain Wealth Management manage?
Intermountain Wealth Management reports $90.2M across 647 accounts in assets under management.
How do I contact Bryce Anderson?
Through Bryce's website, intermountainwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Intermountain Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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