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Advisor

Russell Norwood

Venturi Private Wealth · Boise, Idaho

Russell Norwood is a fee-only financial advisor at Venturi Private Wealth in Boise, Idaho, who holds the CFP credential. Venturi Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Facts

FirmVenturi Private Wealth
Based in Boise, Idaho
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$3.58B across 4,555 accounts
CredentialsCFP
SEC registration Investment adviser representative in TX · CRD 1552738
Exams passedSeries 63 (1992) · Series 65 (2000)
Firm size28 employees
Disclosures None reported
Websitewww.venturiwealth.com

How Russell's firm compares

  • Venturi Private Wealth's average account is about $786,000, from its Form ADV (assets managed divided by 4,555 accounts).

What fee-only advisors charge in Idaho

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Questions about Russell

Is Russell Norwood a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Russell holds no broker registration, and Venturi Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Russell charge for financial advice?

Russell's firm, Venturi Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Russell Norwood based?

Russell Norwood is based in Boise, Idaho.

What credentials does Russell Norwood hold?

Russell Norwood holds the CFP credential.

Is Russell Norwood registered with the SEC?

Yes. Russell Norwood is registered as an investment adviser representative in TX (CRD 1552738), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Venturi Private Wealth manage?

Venturi Private Wealth reports $3.58B across 4,555 accounts in assets under management.

How do I contact Russell Norwood?

Through Russell's website, www.venturiwealth.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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