Eric Story
Cooper Norman Wealth · Idaho Falls, Idaho
Eric Story is a fee-only financial advisor at Cooper Norman Wealth in Idaho Falls, Idaho, who holds the PFS credential. Eric charges a percentage of assets and focuses on founders (pre-exit), small business owners and estate & legacy planning.
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Specialties
Who they serve
- Founders
- Multi-generational families
Facts
| Firm | Cooper Norman Wealth |
|---|---|
| Based in | Idaho Falls, Idaho |
| Fee model | Percentage of assets |
| Assets under management | $15.9M across 43 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in CO, ID, UT · CRD 8131000 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | coopernormanwealth.com |
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Questions about Eric
Is Eric Story a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Cooper Norman Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric charges a percentage of assets.
Where is Eric Story based?
Eric Story is based in Idaho Falls, Idaho.
What does Eric specialize in?
Eric's specialties include founders (pre-exit), small business owners, estate & legacy planning, retirement planning and family wealth transfer. Eric works with founders and multi-generational families.
What credentials does Eric Story hold?
Eric Story holds the PFS credential.
Is Eric Story registered with the SEC?
Yes. Eric Story is registered as an investment adviser representative in CO, ID and UT (CRD 8131000), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cooper Norman Wealth manage?
Cooper Norman Wealth reports $15.9M across 43 accounts in assets under management.
How do I contact Eric Story?
Through Eric's website, coopernormanwealth.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
- Cooper Norman Wealth 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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