Wade Calvert
BZ Wealth Advisors, LLC · Meridian, Idaho
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.
Request an introduction to Wade →
Specialties
Who they serve
- Founders
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 |
| Assets under management | $26.0M across 108 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, ID · CRD 5173036 |
| Exams passed | Series 63 (2010) · Series 66 (2012) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | bz-wealth.com |
| Profile |
How Wade's firm compares
- BZ Wealth Advisors, LLC's average account is about $241,000, from its Form ADV (assets managed divided by 108 accounts).
Request an introduction to Wade
Tell Wade a little about what you're looking for. Wade 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 Wade
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- BZ Wealth Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.