Skyler Eubank
Perspective Wealth Partners · Boise, Idaho
Skyler Eubank is a fee-only financial advisor at Perspective Wealth Partners in Boise, Idaho. Skyler charges a percentage of assets and focuses on equity compensation, tax planning and retirement planning.
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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 7639636 |
| Exams passed | Series 66 (2023) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.perspectivewealth.com |
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Questions about Skyler
Is Skyler Eubank a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Skyler 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 Skyler charge for financial advice?
Skyler charges a percentage of assets.
Where is Skyler Eubank based?
Skyler Eubank is based in Boise, Idaho.
What does Skyler specialize in?
Skyler's specialties include equity compensation, tax planning and retirement planning. Skyler works with executives, tech employees, retirees, early-career professionals and high earners.
Is Skyler Eubank registered with the SEC?
Yes. Skyler Eubank is registered as an investment adviser representative in ID (CRD 7639636), 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 Skyler Eubank?
Through Skyler'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.
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