Nathan Tarver
Wood Tarver Financial · Boise, Idaho
Nathan Tarver is a fee-only financial advisor at Wood Tarver Financial in Boise, Idaho, who holds the CFP credential. Wood Tarver Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wood Tarver Financial |
|---|---|
| Based in | Boise, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $489.0M across 1,537 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL, ID, TX, UT, WA · CRD 7311687 |
| Exams passed | Series 65 (2020) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.woodtarverfinancial.com |
| Profile |
How Nathan's firm compares
- Wood Tarver Financial's average account is about $318,000, from its Form ADV (assets managed divided by 1,537 accounts).
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Questions about Nathan
Is Nathan Tarver a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Wood Tarver Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nathan charge for financial advice?
Nathan's firm, Wood Tarver Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nathan Tarver based?
Nathan Tarver is based in Boise, Idaho.
What credentials does Nathan Tarver hold?
Nathan Tarver holds the CFP credential.
Is Nathan Tarver registered with the SEC?
Yes. Nathan Tarver is registered as an investment adviser representative in CA, FL, ID, TX, UT and WA (CRD 7311687), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wood Tarver Financial manage?
Wood Tarver Financial reports $489.0M across 1,537 accounts in assets under management.
How do I contact Nathan Tarver?
Through Nathan's website, www.woodtarverfinancial.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
- 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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