Eric Udvari
Howe & Rusling · Boise, Idaho
Eric Udvari is a fee-only financial advisor at Howe & Rusling in Boise, Idaho, who holds the CFP credential. Howe & Rusling reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Eric →
Facts
| Firm | Howe & Rusling |
|---|---|
| Based in | Boise, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $2.44B across 3,397 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ID · CRD 6456141 |
| Exams passed | Series 66 (2015) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.howeandrusling.com |
How Eric's firm compares
- Howe & Rusling's average account is about $717,000, from its Form ADV (assets managed divided by 3,397 accounts).
Request an introduction to Eric
Tell Eric a little about what you're looking for. Eric isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Eric
Is Eric Udvari a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Howe & Rusling 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's firm, Howe & Rusling, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Eric Udvari based?
Eric Udvari is based in Boise, Idaho.
What credentials does Eric Udvari hold?
Eric Udvari holds the CFP credential.
Is Eric Udvari registered with the SEC?
Yes. Eric Udvari is registered as an investment adviser representative in ID (CRD 6456141), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Howe & Rusling manage?
Howe & Rusling reports $2.44B across 3,397 accounts in assets under management.
How do I contact Eric Udvari?
Through Eric's website, www.howeandrusling.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
- Howe & Rusling 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.
See something wrong? Request a correction. Read our methodology.