Tara Newton
Perspective Wealth Partners · Boise, Idaho
Tara Newton is a fee-only financial advisor at Perspective Wealth Partners in Boise, Idaho. Tara 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 7535308 |
| Exams passed | Series 65 (2022) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.perspectivewealth.com |
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Questions about Tara
Is Tara Newton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tara 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 Tara charge for financial advice?
Tara charges a percentage of assets.
Where is Tara Newton based?
Tara Newton is based in Boise, Idaho.
What does Tara specialize in?
Tara's specialties include equity compensation, tax planning and retirement planning. Tara works with executives, tech employees, retirees, early-career professionals and high earners.
Is Tara Newton registered with the SEC?
Yes. Tara Newton is registered as an investment adviser representative in ID (CRD 7535308), 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 Tara Newton?
Through Tara'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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