# CFP financial advisors in Idaho

> In Idaho, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Nicholas Lemus of Summit Wealth & Retirement Partners, Robert Schoonmaker of Matterhorn Financial Planning LLC and Jessica Smith of Vitality Wealth.

Page: https://find.wellspent.co/by/cfp-financial-advisors/idaho/
62 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors who hold the CFP in Idaho?

In Idaho, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Nicholas Lemus of Summit Wealth & Retirement Partners, Robert Schoonmaker of Matterhorn Financial Planning LLC and Jessica Smith of Vitality Wealth.

## How many fee-only advisors who hold the CFP in Idaho are there?

The Wellspent public graph lists 62 fee-only advisors who hold the CFP in Idaho, at 48 firms. We counted every advisor record that fits, as of October 2026.

## Where are fee-only advisors who hold the CFP in Idaho located?

Of the 62 fee-only advisors who hold the CFP in Idaho, 19 are in Boise, followed by 10 in Meridian and 10 in Eagle.

## How do fee-only advisors who hold the CFP in Idaho charge?

The most common fee among fee-only advisors who hold the CFP in Idaho is a percentage of assets, used by 90% of the 62 with fees on file. Many use more than one: 56% charge fixed fees and 45% charge by the hour.

## How many fee-only advisors who hold the CFP in Idaho hold the CFP?

100% of the 62 fee-only advisors who hold the CFP in Idaho hold the CFP certification, based on the credentials listed on each record.

## How does Wellspent decide who counts as fee-only advisors who hold the CFP?

We count an advisor here when their record lists the CFP.

## What should I ask fee-only advisors who hold the CFP in Idaho?

How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge?

## How current is this list of fee-only advisors who hold the CFP in Idaho?

Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Matt Cooley](https://find.wellspent.co/advisors/matt-cooley.md) | Inspire Wealth Partners | Boise, Idaho | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Jessica Smith](https://find.wellspent.co/advisors/jessica-smith.md) | Vitality Wealth | Meridian, Idaho | CFP, CPA, MAcc | Percentage of assets, Ongoing planning fee |
| [Greg McCall](https://find.wellspent.co/advisors/greg-mccall.md) | Eagle Financial Planning | Eagle, Idaho | CFP, ChFC, RICP | Percentage of assets, Fixed fees |
| [Robert Schoonmaker](https://find.wellspent.co/advisors/robert-schoonmaker.md) | Matterhorn Financial Planning LLC | Pocatello, Idaho | CFP, CPA, MAcc, RLP | Hourly |
| [Ronald Strobel](https://find.wellspent.co/advisors/ronald-strobel.md) | Retire Sensibly LLC | Meridian, Idaho | CFP, RICP | Percentage of assets, Fixed fees |
| [Debbra Dillon](https://find.wellspent.co/advisors/debbra-dillon.md) | Dillon Financial Planning, Inc. | Eagle, Idaho | CFP | Hourly, One-time planning fee, Ongoing planning fee |
| [Wade Calvert](https://find.wellspent.co/advisors/wade-calvert.md) | BZ Wealth Advisors, LLC | Meridian, Idaho | CFP | Percentage of assets, Fixed fees |
| [William Heyer](https://find.wellspent.co/advisors/william-heyer.md) | Boise River Financial Planning | Boise, Idaho | CFP | One-time planning fee, Hourly, Percentage of assets |
| [Collin Todd](https://find.wellspent.co/advisors/collin-todd.md) | Arc Advisers, LLC | Boise, Idaho | CFP | Ongoing planning fee, One-time planning fee |
| [Thatcher Taylor](https://find.wellspent.co/advisors/thatcher-taylor.md) | ProPath Financial | Meridian, Idaho | CFP, MBA | Percentage of assets, Fixed fees |
| [Aaron Freeman](https://find.wellspent.co/advisors/aaron-freeman.md) | Snake River Investment Counsel | Idaho Falls, Idaho | CFP | Percentage of assets |
| [Christian Moon](https://find.wellspent.co/advisors/christian-moon.md) | Snake River Investment Counsel | Idaho Falls, Idaho | CFP, CFA | Percentage of assets |
| [Ismael Garcia](https://find.wellspent.co/advisors/ismael-garcia.md) | Garcia Financial Planning | Meridian, Idaho | CFP | Percentage of assets, Ongoing planning fee |
| [Jordan Haines](https://find.wellspent.co/advisors/jordan-haines.md) | Drucker Wealth | Kuna, Idaho | CFP | Percentage of assets |
| [Megan Parrish](https://find.wellspent.co/advisors/megan-parrish.md) | Berkeley, Inc. | Boise, Idaho | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Mitch Hamer](https://find.wellspent.co/advisors/mitch-hamer.md) | Intersecting Wealth | Northbrook, Idaho | CFP | Flat fee or retainer, One-time planning fee, Hourly, Percentage of assets |
| [Joseph Maddux](https://find.wellspent.co/advisors/joseph-maddux.md) | Cooper Norman Wealth | Idaho Falls, Idaho | CFP | Percentage of assets |
| [Gregory Rice](https://find.wellspent.co/advisors/gregory-rice.md) | Enduring Wealth Management | Meridian, Idaho | CFP | Percentage of assets |
| [Jennifer Butler](https://find.wellspent.co/advisors/jennifer-butler.md) | Summit Wealth & Retirement Partners | Eagle, Idaho | CFP | Percentage of assets, One-time planning fee |
| [Nicholas Lemus](https://find.wellspent.co/advisors/nicholas-lemus.md) | Summit Wealth & Retirement Partners | Eagle, Idaho | CFP, CFA | Percentage of assets, One-time planning fee |
| [Scott Terry](https://find.wellspent.co/advisors/scott-terry.md) | Summit Wealth & Retirement Partners | Eagle, Idaho | CFP | Percentage of assets, One-time planning fee |
| [Alexander Kochanasz](https://find.wellspent.co/advisors/alexander-kochanasz.md) | Gannett Wealth Advisors | Middleton, Idaho | CFP | Percentage of assets, Fixed fees |
| [Brandon Richins](https://find.wellspent.co/advisors/brandon-richins.md) | Next Level Wealth Planning | Meridian, Idaho | CFP | Percentage of assets, Hourly, Fixed fees |
| [Hannah Spillman](https://find.wellspent.co/advisors/hannah-spillman.md) | Perspective Wealth Partners | Boise, Idaho | CFP | Percentage of assets |
| [Jacob McCarney](https://find.wellspent.co/advisors/jacob-mccarney.md) | Next Level Wealth Planning | Meridian, Idaho | CFP | Percentage of assets, Hourly, Fixed fees |
| [Michael Aboussie](https://find.wellspent.co/advisors/michael-aboussie.md) | Next Level Wealth Planning | Meridian, Idaho | CFP | Percentage of assets, Hourly, Fixed fees |
| [Michael Bisbee](https://find.wellspent.co/advisors/michael-bisbee.md) | Enduro Wealth | Eagle, Idaho | CFP | Percentage of assets, Hourly, Fixed fees |
| [Richard Boss](https://find.wellspent.co/advisors/richard-boss.md) | Table Rock Financial Planning, LLC. | Boise, Idaho | CFP | Hourly, One-time planning fee, Ongoing planning fee |
| [David Holloway](https://find.wellspent.co/advisors/david-holloway.md) | Northern Capital | Post Falls, Idaho | CFP | Percentage of assets |
| [James Liotta](https://find.wellspent.co/advisors/james-liotta.md) | Prominence Capital Wealth Management Advisors | Eagle, Idaho | CFP | Percentage of assets |
| [Lavea Thomas](https://find.wellspent.co/advisors/lavea-thomas.md) | Aspen Capital Management | Boise, Idaho | CFP | Percentage of assets, Fixed fees |
| [Mark Stein](https://find.wellspent.co/advisors/mark-stein.md) | Galvin, Gaustad & Stein | Boise, Idaho | CFP | Percentage of assets, Hourly, Fixed fees |
| [Taj Pereira](https://find.wellspent.co/advisors/taj-pereira.md) | Aspen Capital Management | Boise, Idaho | CFP | Percentage of assets, Fixed fees |
| [John Palmer-Kamprath](https://find.wellspent.co/advisors/john-palmer-kamprath.md) | Generational Legacies Wealth Management | Coeur D'Alene, Idaho | CFP | Percentage of assets, Fixed fees |
| [Lisa Cooper](https://find.wellspent.co/advisors/lisa-cooper.md) | Figure 8 Investment Strategies | Boise, Idaho | CFP, CFA | Percentage of assets, Fixed fees |
| [Alan Campbell](https://find.wellspent.co/advisors/alan-campbell.md) | Spinnaker Financial Advisors, LLC | Idaho Falls, Idaho | CFP, MBA, MS | Percentage of assets |
| [Bill Heyer](https://find.wellspent.co/advisors/bill-heyer.md) | Boise River Financial Planning | Boise, Idaho | CFP | Percentage of assets, Hourly, Fixed fees |
| [Dallin Walker](https://find.wellspent.co/advisors/dallin-walker.md) | Delta Lake Wealth Management, LLC | Rexburg, Idaho | CFP, CPA, MAcc | Percentage of assets, Hourly, Fixed fees |
| [Daniel Goodman](https://find.wellspent.co/advisors/daniel-goodman.md) | Good Better Best Financial Planning | Idaho Falls, Idaho | CFP | Percentage of assets, Hourly, Fixed fees |
| [Eric Udvari](https://find.wellspent.co/advisors/eric-udvari.md) | Howe & Rusling | Boise, Idaho | CFP | Percentage of assets, Fixed fees |
| [Alexander Clendennen](https://find.wellspent.co/advisors/alexander-clendennen.md) | Venturi Private Wealth | Boise, Idaho | CFP | Percentage of assets, Hourly, Fixed fees |
| [Andrew Kelly](https://find.wellspent.co/advisors/andrew-kelly.md) | Continuum Advisory | Eagle, Idaho | CFP | Percentage of assets, Hourly, Fixed fees |
| [Aurelie Bayer-Boloix](https://find.wellspent.co/advisors/aurelie-bayer-boloix.md) | American Capital Advisory | Ketchum, Idaho | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Brent Ford](https://find.wellspent.co/advisors/brent-ford.md) | Ford Investment Counsel | Eagle, Idaho | CFP | Percentage of assets |
| [Christopher Creed](https://find.wellspent.co/advisors/christopher-creed.md) | Venturi Private Wealth | Boise, Idaho | CFP | Percentage of assets, Hourly, Fixed fees |
| [Cody Daniels](https://find.wellspent.co/advisors/cody-daniels.md) | Onyx Financial Advisors | Idaho Falls, Idaho | CFP | Percentage of assets, Fixed fees |
| [David Walquist](https://find.wellspent.co/advisors/david-walquist.md) | Investifi Wealth Management | Kimberly, Idaho | CFP, PFS | Percentage of assets, Hourly, Fixed fees |
| [David Wilhite](https://find.wellspent.co/advisors/david-wilhite.md) | Advanced Financial Solutions | Boise, Idaho | CFP, ChFC | Percentage of assets, Fixed fees |
| [Jakob Wilson](https://find.wellspent.co/advisors/jakob-wilson.md) | Practice Financial Group | Rigby, Idaho | CFP | Percentage of assets, Fixed fees |
| [James Minor](https://find.wellspent.co/advisors/james-minor.md) | Red Oak Capital Advisors | Salmon, Idaho | CFP | Percentage of assets, Hourly, Fixed fees |

Showing the first 50 of 62. The full list, page by page: https://find.wellspent.co/by/cfp-financial-advisors/idaho/?page=2

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).