Marisa Shalz
Figure 8 Investment Strategies · Boise, Idaho
Marisa Shalz is a fee-only financial advisor at Figure 8 Investment Strategies in Boise, Idaho. Marisa focuses on sustainable & impact investing. Figure 8 Investment Strategies reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Figure 8 Investment Strategies |
|---|---|
| Based in | Boise, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $233.4M across 391 accounts |
| SEC registration | Investment adviser representative in ID, OR · CRD 8154160 |
| Exams passed | Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | figure8investing.com |
How Marisa's firm compares
- Figure 8 Investment Strategies's average account is about $597,000, from its Form ADV (assets managed divided by 391 accounts).
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Questions about Marisa
Is Marisa Shalz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marisa holds no broker registration, and Figure 8 Investment Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marisa charge for financial advice?
Marisa's firm, Figure 8 Investment Strategies, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Marisa Shalz based?
Marisa Shalz is based in Boise, Idaho.
What does Marisa specialize in?
Marisa's specialties include sustainable & impact investing.
Is Marisa Shalz registered with the SEC?
Yes. Marisa Shalz is registered as an investment adviser representative in ID and OR (CRD 8154160), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Figure 8 Investment Strategies manage?
Figure 8 Investment Strategies reports $233.4M across 391 accounts in assets under management.
How do I contact Marisa Shalz?
Through Marisa's website, figure8investing.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
- Figure 8 Investment Strategies 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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