Hannah Spillman
Perspective Wealth Partners · Boise, Idaho
Hannah Spillman is a fee-only financial advisor at Perspective Wealth Partners in Boise, Idaho, who holds the CFP credential. Hannah charges a percentage of assets and focuses on equity compensation, tax planning and retirement planning.
Request an introduction to Hannah →
Specialties
Who they serve
- Executives
- Tech employees
- Retirees
- Early-career professionals
- High earners
- Founders
Facts
| Firm | Perspective Wealth Partners |
|---|---|
| Based in | Boise, Idaho |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $843.9M across 265 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ID · CRD 7073125 |
| Exams passed | Series 66 (2019) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.perspectivewealth.com |
Request an introduction to Hannah
Tell Hannah a little about what you're looking for. Hannah 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 Hannah
Is Hannah Spillman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Hannah holds no broker registration, and Perspective Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Hannah charge for financial advice?
Hannah charges a percentage of assets.
Where is Hannah Spillman based?
Hannah Spillman is based in Boise, Idaho.
What does Hannah specialize in?
Hannah's specialties include equity compensation, tax planning and retirement planning. Hannah works with executives, tech employees, retirees, early-career professionals and high earners.
What credentials does Hannah Spillman hold?
Hannah Spillman holds the CFP credential.
Is Hannah Spillman registered with the SEC?
Yes. Hannah Spillman is registered as an investment adviser representative in ID (CRD 7073125), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Perspective Wealth Partners manage?
Perspective Wealth Partners reports $843.9M across 265 accounts in assets under management.
How do I contact Hannah Spillman?
Through Hannah's website, www.perspectivewealth.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
- Perspective Wealth Partners 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.