Rebekah Adams
Perspective Wealth Partners · Boise, Idaho
Rebekah Adams is a fee-only financial advisor at Perspective Wealth Partners in Boise, Idaho. Rebekah charges a percentage of assets and focuses on equity compensation, tax planning and retirement planning.
Request an introduction to Rebekah →
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 |
| SEC registration | Investment adviser representative in ID · CRD 7419249 |
| Exams passed | Series 65 (2021) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.perspectivewealth.com |
Request an introduction to Rebekah
Tell Rebekah a little about what you're looking for. Rebekah 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 Rebekah
Is Rebekah Adams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rebekah 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 Rebekah charge for financial advice?
Rebekah charges a percentage of assets.
Where is Rebekah Adams based?
Rebekah Adams is based in Boise, Idaho.
What does Rebekah specialize in?
Rebekah's specialties include equity compensation, tax planning and retirement planning. Rebekah works with executives, tech employees, retirees, early-career professionals and high earners.
Is Rebekah Adams registered with the SEC?
Yes. Rebekah Adams is registered as an investment adviser representative in ID (CRD 7419249), 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 Rebekah Adams?
Through Rebekah'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.