CFP financial advisors in Idaho
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Nicholas Lemus Summit Wealth & Retirement Partners, Eagle Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Robert Schoonmaker Matterhorn Financial Planning LLC, Pocatello Holds the CFP and CPA. Fees on file: hourly.
- Jessica Smith Vitality Wealth, Meridian Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Christian Moon Snake River Investment Counsel, Idaho Falls Holds the CFP and CFA. Fees on file: percentage of assets.
- Lisa Cooper Figure 8 Investment Strategies, Boise Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Dallin Walker Delta Lake Wealth Management, LLC, Rexburg Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 62
- Firms
- 48
- Cities
- 16
- Hold the CFP
- 100%
- Other credentials: CFA 6% · CPA 5% · ChFC 3%
- How they charge (of 62 with fees on file): percentage of assets 90% · fixed fees 56% · hourly 45% · one-time planning fee 15%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFP financial advisors by state
- California (1,234)
- Texas (787)
- Florida (498)
- Pennsylvania (466)
- New York (422)
- Virginia (402)
- Ohio (368)
- North Carolina (353)
- Colorado (342)
- Illinois (337)
- Massachusetts (334)
- Georgia (315)
- Washington (298)
- Michigan (273)
- Tennessee (250)
- Minnesota (247)
- Maryland (244)
- New Jersey (213)
- Arizona (201)
- Wisconsin (192)
- Indiana (181)
- Oregon (179)
- Missouri (160)
- Kansas (142)
- Connecticut (139)
- Utah (134)
- South Carolina (123)
- New Hampshire (97)
- Iowa (83)
- Alabama (82)
- Oklahoma (69)
- Kentucky (64)
- Nebraska (46)
- Delaware (41)
- Louisiana (41)
- Arkansas (38)
- Nevada (38)
- Vermont (38)
- Maine (37)
- Rhode Island (37)
- District of Columbia (34)
- Mississippi (31)
- Montana (26)
- New Mexico (26)
Questions about cFP financial advisors
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.
All 62 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Matt Cooley | Inspire Wealth Partners | Boise | CFP | Flat fee or retainer, Ongoing planning fee |
| Jessica Smith | Vitality Wealth | Meridian | CFP, CPA, MAcc | Percentage of assets, Ongoing planning fee |
| Greg McCall | Eagle Financial Planning | Eagle | CFP, ChFC, RICP | Percentage of assets, Fixed fees |
| Robert Schoonmaker | Matterhorn Financial Planning LLC | Pocatello | CFP, CPA, MAcc, RLP | Hourly |
| Ronald Strobel | Retire Sensibly LLC | Meridian | CFP, RICP | Percentage of assets, Fixed fees |
| Debbra Dillon | Dillon Financial Planning, Inc. | Eagle | CFP | Hourly, One-time planning fee |
| Wade Calvert | BZ Wealth Advisors, LLC | Meridian | CFP | Percentage of assets, Fixed fees |
| William Heyer | Boise River Financial Planning | Boise | CFP | One-time planning fee, Hourly |
| Collin Todd | Arc Advisers, LLC | Boise | CFP | Ongoing planning fee, One-time planning fee |
| Thatcher Taylor | ProPath Financial | Meridian | CFP, MBA | Percentage of assets, Fixed fees |
| Aaron Freeman | Snake River Investment Counsel | Idaho Falls | CFP | Percentage of assets |
| Christian Moon | Snake River Investment Counsel | Idaho Falls | CFP, CFA | Percentage of assets |
| Ismael Garcia | Garcia Financial Planning | Meridian | CFP | Percentage of assets, Ongoing planning fee |
| Jordan Haines | Drucker Wealth | Kuna | CFP | Percentage of assets |
| Megan Parrish | Berkeley, Inc. | Boise | CFP, CFA | Percentage of assets, Hourly |
| Mitch Hamer The intersection of financial planning, investment management, and life plans for high performers. | Intersecting Wealth | Northbrook | CFP | Flat fee or retainer, One-time planning fee |
| Joseph Maddux | Cooper Norman Wealth | Idaho Falls | CFP | Percentage of assets |
| Gregory Rice | Enduring Wealth Management | Meridian | CFP | Percentage of assets |
| Jennifer Butler | Summit Wealth & Retirement Partners | Eagle | CFP | Percentage of assets, One-time planning fee |
| Nicholas Lemus | Summit Wealth & Retirement Partners | Eagle | CFP, CFA | Percentage of assets, One-time planning fee |
| Scott Terry | Summit Wealth & Retirement Partners | Eagle | CFP | Percentage of assets, One-time planning fee |
| Alexander Kochanasz | Gannett Wealth Advisors | Middleton | CFP | Percentage of assets, Fixed fees |
| Brandon Richins | Next Level Wealth Planning | Meridian | CFP | Percentage of assets, Hourly |
| Hannah Spillman | Perspective Wealth Partners | Boise | CFP | Percentage of assets |
| Jacob McCarney | Next Level Wealth Planning | Meridian | CFP | Percentage of assets, Hourly |
| Michael Aboussie | Next Level Wealth Planning | Meridian | CFP | Percentage of assets, Hourly |
| Michael Bisbee | Enduro Wealth | Eagle | CFP | Percentage of assets, Hourly |
| Richard Boss | Table Rock Financial Planning, LLC. | Boise | CFP | Hourly, One-time planning fee |
| David Holloway | Northern Capital | Post Falls | CFP | Percentage of assets |
| James Liotta | Prominence Capital Wealth Management Advisors | Eagle | CFP | Percentage of assets |
| Lavea Thomas | Aspen Capital Management | Boise | CFP | Percentage of assets, Fixed fees |
| Mark Stein | Galvin, Gaustad & Stein | Boise | CFP | Percentage of assets, Hourly |
| Taj Pereira | Aspen Capital Management | Boise | CFP | Percentage of assets, Fixed fees |
| John Palmer-Kamprath | Generational Legacies Wealth Management | Coeur D'Alene | CFP | Percentage of assets, Fixed fees |
| Lisa Cooper | Figure 8 Investment Strategies | Boise | CFP, CFA | Percentage of assets, Fixed fees |
| Alan Campbell | Spinnaker Financial Advisors, LLC | Idaho Falls | CFP, MBA, MS | Percentage of assets |
| Bill Heyer | Boise River Financial Planning | Boise | CFP | Percentage of assets, Hourly |
| Dallin Walker | Delta Lake Wealth Management, LLC | Rexburg | CFP, CPA, MAcc | Percentage of assets, Hourly |
| Daniel Goodman | Good Better Best Financial Planning | Idaho Falls | CFP | Percentage of assets, Hourly |
| Eric Udvari | Howe & Rusling | Boise | CFP | Percentage of assets, Fixed fees |
| Alexander Clendennen | Venturi Private Wealth | Boise | CFP | Percentage of assets, Hourly |
| Andrew Kelly | Continuum Advisory | Eagle | CFP | Percentage of assets, Hourly |
| Aurelie Bayer-Boloix | American Capital Advisory | Ketchum | CFP | Percentage of assets, Hourly |
| Brent Ford | Ford Investment Counsel | Eagle | CFP | Percentage of assets |
| Christopher Creed | Venturi Private Wealth | Boise | CFP | Percentage of assets, Hourly |
| Cody Daniels | Onyx Financial Advisors | Idaho Falls | CFP | Percentage of assets, Fixed fees |
| David Walquist | Investifi Wealth Management | Kimberly | CFP, PFS | Percentage of assets, Hourly |
| David Wilhite | Advanced Financial Solutions | Boise | CFP, ChFC | Percentage of assets, Fixed fees |
| Jakob Wilson | Practice Financial Group | Rigby | CFP | Percentage of assets, Fixed fees |
| James Minor | Red Oak Capital Advisors | Salmon | CFP | Percentage of assets, Hourly |
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