Advisors for $500,000 to $1 million in Idaho
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.
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.
- Megan Parrish Berkeley, Inc., Boise Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Lisa Cooper Figure 8 Investment Strategies, Boise Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- John Palmer-Kamprath Generational Legacies Wealth Management, Coeur D'Alene Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Alexander Clendennen Venturi Private Wealth, Boise Holds the CFP. Fees on file: percentage of assets, hourly.
- Eric Udvari Howe & Rusling, Boise Holds the CFP. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 65
- Firms
- 25
- Cities
- 10
- Hold the CFP
- 29%
- Other credentials: CFA 14%
- How they charge (of 65 with fees on file): percentage of assets 98% · fixed fees 80% · hourly 52% · one-time planning fee 6%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
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.
All 65 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Megan Parrish | Berkeley, Inc. | Boise | CFP, CFA | Percentage of assets, Hourly |
| 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 |
| 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 |
| Kevin Hoyle | Kaiyo Wealth | Couer D Alene | Not listed | Percentage of assets |
| Lisa Cooper | Figure 8 Investment Strategies | Boise | CFP, CFA | Percentage of assets, Fixed fees |
| Eric Udvari | Howe & Rusling | Boise | CFP | Percentage of assets, Fixed fees |
| Gavin Gamboa | Fiduciary Financial Group | Boise | Not listed | Percentage of assets, Fixed fees |
| Harold Porter | Summit Wealth & Retirement Partners | Eagle | Not listed | Percentage of assets, One-time planning fee |
| Gregory Peterson | Statherós Financial Solutions | Hailey | PFS | Percentage of assets |
| Matthew Hollands | Figure 8 Investment Strategies | Boise | CFA | Percentage of assets, Fixed fees |
| Travis Stright | Figure 8 Investment Strategies | Boise | CFA | Percentage of assets, Fixed fees |
| Johann Simpson | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Maranda Barnhart | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Michael Keller | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Mike Mers | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Nathan Burman | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Rachel Lysne | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Scott Warner | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Trevor Hotmer | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Kim Miller | Viewpoint Advisory | Meridian | Not listed | Percentage of assets |
| Marie Palmer-Kamprath | Generational Legacies Wealth Management | Coeur D'Alene | Not listed | Percentage of assets, Fixed fees |
| Marisa Shalz | Figure 8 Investment Strategies | Boise | Not listed | Percentage of assets, Fixed fees |
| Steven Levenson | Western Financial | Eagle | Not listed | Percentage of assets |
| Matthew Gjevre | Howe & Rusling | Boise | Not listed | 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 |
| Brent Ford | Ford Investment Counsel | Eagle | CFP | Percentage of assets |
| Christopher Creed | Venturi Private Wealth | Boise | CFP | Percentage of assets, Hourly |
| James Minor | Red Oak Capital Advisors | Salmon | CFP | Percentage of assets, Hourly |
| Jay Willcox | Venturi Private Wealth | Boise | CFP | Percentage of assets, Hourly |
| John Roslund | Roslund, John Cabell | Meridian | CFP | Percentage of assets, Hourly |
| Russell Norwood | Venturi Private Wealth | Boise | CFP | Percentage of assets, Hourly |
| John McEntire | Venturi Private Wealth | Boise | CFA | Percentage of assets, Hourly |
| Naumdar Akhavan | Valkyrie Private Wealth Management | Ammon | CFA | Percentage of assets |
| Paul White | Berkeley | Boise | CFA | Percentage of assets, Hourly |
| Richard Banks | Venturi Private Wealth | Boise | CFA | Percentage of assets, Hourly |
| Adam Saumweber | Continuum Advisory | Eagle | Not listed | Percentage of assets, Hourly |
| Brandon Jones | Continuum Advisory | Eagle | Not listed | Percentage of assets, Hourly |
| Cole Edmiston | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Donny Hopoi | Continuum Advisory | Eagle | Not listed | Percentage of assets, Hourly |
| Donovan Shekhdar | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Emily McCracken | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| George Clark | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Grant Kinchen | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
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