# Advisors for $500,000 to $1 million in Idaho > In Idaho, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Nicholas Lemus of Summit Wealth & Retirement Partners, Megan Parrish of Berkeley, Inc. and Lisa Cooper of Figure 8 Investment Strategies. Page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/idaho/ 65 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 for $500,000 to $1 million in Idaho? In Idaho, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Nicholas Lemus of Summit Wealth & Retirement Partners, Megan Parrish of Berkeley, Inc. and Lisa Cooper of Figure 8 Investment Strategies. ## How many fee-only advisors for $500,000 to $1 million in Idaho are there? The Wellspent public graph lists 65 fee-only advisors for $500,000 to $1 million in Idaho, at 25 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million. ## Where are fee-only advisors for $500,000 to $1 million in Idaho located? Of the 65 fee-only advisors for $500,000 to $1 million in Idaho, 41 are in Boise, followed by 12 in Eagle and 4 in Meridian. ## How do fee-only advisors for $500,000 to $1 million in Idaho charge? The most common fee among fee-only advisors for $500,000 to $1 million in Idaho is a percentage of assets, used by 98% of the 65 with fees on file. Many use more than one: 80% charge fixed fees and 52% charge by the hour. ## How many fee-only advisors for $500,000 to $1 million in Idaho hold the CFP? 29% of the 65 fee-only advisors for $500,000 to $1 million in Idaho hold the CFP certification, based on the credentials listed on each record. ## How does Wellspent decide who counts as fee-only advisors for $500,000 to $1 million? We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more. ## What should I ask fee-only advisors for $500,000 to $1 million in Idaho? What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself? ## How current is this list of fee-only advisors for $500,000 to $1 million 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 | |---|---|---|---|---| | [Megan Parrish](https://find.wellspent.co/advisors/megan-parrish.md) | Berkeley, Inc. | Boise, Idaho | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [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 | | [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 | | [Kevin Hoyle](https://find.wellspent.co/advisors/kevin-hoyle.md) | Kaiyo Wealth | Couer D Alene, Idaho | | Percentage of assets | | [Lisa Cooper](https://find.wellspent.co/advisors/lisa-cooper.md) | Figure 8 Investment Strategies | Boise, Idaho | CFP, CFA | Percentage of assets, Fixed fees | | [Eric Udvari](https://find.wellspent.co/advisors/eric-udvari.md) | Howe & Rusling | Boise, Idaho | CFP | Percentage of assets, Fixed fees | | [Gavin Gamboa](https://find.wellspent.co/advisors/gavin-gamboa.md) | Fiduciary Financial Group | Boise, Idaho | | Percentage of assets, Fixed fees | | [Harold Porter](https://find.wellspent.co/advisors/harold-porter.md) | Summit Wealth & Retirement Partners | Eagle, Idaho | | Percentage of assets, One-time planning fee | | [Gregory Peterson](https://find.wellspent.co/advisors/gregory-peterson.md) | Statherós Financial Solutions | Hailey, Idaho | PFS | Percentage of assets | | [Matthew Hollands](https://find.wellspent.co/advisors/matthew-hollands.md) | Figure 8 Investment Strategies | Boise, Idaho | CFA | Percentage of assets, Fixed fees | | [Travis Stright](https://find.wellspent.co/advisors/travis-stright.md) | Figure 8 Investment Strategies | Boise, Idaho | CFA | Percentage of assets, Fixed fees | | [Johann Simpson](https://find.wellspent.co/advisors/johann-simpson.md) | Aspen Capital Management | Boise, Idaho | | Percentage of assets, Fixed fees | | [Maranda Barnhart](https://find.wellspent.co/advisors/maranda-barnhart.md) | Aspen Capital Management | Boise, Idaho | | Percentage of assets, Fixed fees | | [Michael Keller](https://find.wellspent.co/advisors/michael-keller.md) | Aspen Capital Management | Boise, Idaho | | Percentage of assets, Fixed fees | | [Mike Mers](https://find.wellspent.co/advisors/mike-mers.md) | Aspen Capital Management | Boise, Idaho | | Percentage of assets, Fixed fees | | [Nathan Burman](https://find.wellspent.co/advisors/nathan-burman.md) | Aspen Capital Management | Boise, Idaho | | Percentage of assets, Fixed fees | | [Rachel Lysne](https://find.wellspent.co/advisors/rachel-lysne.md) | Aspen Capital Management | Boise, Idaho | | Percentage of assets, Fixed fees | | [Scott Warner](https://find.wellspent.co/advisors/scott-warner.md) | Aspen Capital Management | Boise, Idaho | | Percentage of assets, Fixed fees | | [Trevor Hotmer](https://find.wellspent.co/advisors/trevor-hotmer.md) | Aspen Capital Management | Boise, Idaho | | Percentage of assets, Fixed fees | | [Kim Miller](https://find.wellspent.co/advisors/kim-miller.md) | Viewpoint Advisory | Meridian, Idaho | | Percentage of assets | | [Marie Palmer-Kamprath](https://find.wellspent.co/advisors/marie-palmer-kamprath.md) | Generational Legacies Wealth Management | Coeur D'Alene, Idaho | | Percentage of assets, Fixed fees | | [Marisa Shalz](https://find.wellspent.co/advisors/marisa-shalz.md) | Figure 8 Investment Strategies | Boise, Idaho | | Percentage of assets, Fixed fees | | [Steven Levenson](https://find.wellspent.co/advisors/steven-levenson.md) | Western Financial | Eagle, Idaho | | Percentage of assets | | [Matthew Gjevre](https://find.wellspent.co/advisors/matthew-gjevre.md) | Howe & Rusling | Boise, Idaho | | 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 | | [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 | | [James Minor](https://find.wellspent.co/advisors/james-minor.md) | Red Oak Capital Advisors | Salmon, Idaho | CFP | Percentage of assets, Hourly, Fixed fees | | [Jay Willcox](https://find.wellspent.co/advisors/jay-willcox.md) | Venturi Private Wealth | Boise, Idaho | CFP | Percentage of assets, Hourly, Fixed fees | | [John Roslund](https://find.wellspent.co/advisors/john-roslund.md) | Roslund, John Cabell | Meridian, Idaho | CFP | Percentage of assets, Hourly | | [Russell Norwood](https://find.wellspent.co/advisors/russell-norwood.md) | Venturi Private Wealth | Boise, Idaho | CFP | Percentage of assets, Hourly, Fixed fees | | [John McEntire](https://find.wellspent.co/advisors/john-mcentire.md) | Venturi Private Wealth | Boise, Idaho | CFA | Percentage of assets, Hourly, Fixed fees | | [Naumdar Akhavan](https://find.wellspent.co/advisors/naumdar-akhavan.md) | Valkyrie Private Wealth Management | Ammon, Idaho | CFA | Percentage of assets | | [Paul White](https://find.wellspent.co/advisors/paul-white.md) | Berkeley | Boise, Idaho | CFA | Percentage of assets, Hourly, Fixed fees | | [Richard Banks](https://find.wellspent.co/advisors/richard-banks.md) | Venturi Private Wealth | Boise, Idaho | CFA | Percentage of assets, Hourly, Fixed fees | | [Adam Saumweber](https://find.wellspent.co/advisors/adam-saumweber.md) | Continuum Advisory | Eagle, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Brandon Jones](https://find.wellspent.co/advisors/brandon-jones.md) | Continuum Advisory | Eagle, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Cole Edmiston](https://find.wellspent.co/advisors/cole-edmiston.md) | Venturi Private Wealth | Boise, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Donny Hopoi](https://find.wellspent.co/advisors/donny-hopoi.md) | Continuum Advisory | Eagle, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Donovan Shekhdar](https://find.wellspent.co/advisors/donovan-shekhdar.md) | Venturi Private Wealth | Boise, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Emily McCracken](https://find.wellspent.co/advisors/emily-mccracken.md) | Venturi Private Wealth | Boise, Idaho | | Percentage of assets, Hourly, Fixed fees | | [George Clark](https://find.wellspent.co/advisors/george-clark.md) | Venturi Private Wealth | Boise, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Grant Kinchen](https://find.wellspent.co/advisors/grant-kinchen.md) | Venturi Private Wealth | Boise, Idaho | | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 65. The full list, page by page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/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).