# Wade Calvert

> Wade Calvert is a fee-only financial advisor at BZ Wealth Advisors, LLC in Meridian, Idaho, who holds the CFP credential. Wade focuses on small business owners and founders (pre-exit). BZ Wealth Advisors, LLC reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/wade-calvert/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** BZ Wealth Advisors, LLC
- **Based in:** Meridian, Idaho
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $26.0M across 108 accounts
- **Credentials:** CFP
- **Specialties:** Small business owners, Founders (pre-exit)
- **Works with:** Founders
- **CRD:** 5173036 (https://adviserinfo.sec.gov/individual/summary/5173036)
- **SEC registration:** Investment adviser representative in CO, ID
- **Exams passed:** Series 63 (2010), Series 66 (2012)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://bz-wealth.com

## Frequently asked questions

### Is Wade Calvert a fee-only financial advisor?

Yes. Wade Calvert is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Wade's firm.

### How does Wade charge for financial advice?

Wade's firm, BZ Wealth Advisors, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Wade Calvert based?

Wade Calvert is based in Meridian, Idaho.

### What does Wade specialize in?

Wade's specialties include small business owners and founders (pre-exit). Wade works with founders.

### What credentials does Wade Calvert hold?

Wade Calvert holds the CFP credential.

### Is Wade Calvert registered with the SEC?

Yes. Wade Calvert is registered as an investment adviser representative in CO and ID (CRD 5173036), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does BZ Wealth Advisors, LLC manage?

BZ Wealth Advisors, LLC reports $26.0M across 108 accounts in assets under management.

### How do I contact Wade Calvert?

Through Wade's website, bz-wealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/wade-calvert-11251): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.bz-wealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.