# Advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Christian Moon of Snake River Investment Counsel, Jessica Smith of Vitality Wealth and Dallin Walker of Delta Lake Wealth Management, LLC. Page: https://find.wellspent.co/by/financial-advisors-under-500k/idaho/ 121 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 under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Christian Moon of Snake River Investment Counsel, Jessica Smith of Vitality Wealth and Dallin Walker of Delta Lake Wealth Management, LLC. ## How many fee-only advisors for under $500,000 in Idaho are there? The Wellspent public graph lists 121 fee-only advisors for under $500,000 in Idaho, at 67 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000. ## Where are fee-only advisors for under $500,000 in Idaho located? Of the 121 fee-only advisors for under $500,000 in Idaho, 25 are in Boise, followed by 18 in Idaho Falls and 16 in Meridian. ## How do fee-only advisors for under $500,000 in Idaho charge? The most common fee among fee-only advisors for under $500,000 in Idaho is a percentage of assets, used by 96% of the 121 with fees on file. Many use more than one: 63% charge fixed fees and 45% charge by the hour. ## How many fee-only advisors for under $500,000 in Idaho hold the CFP? 32% of the 121 fee-only advisors for under $500,000 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 under $500,000? 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 under $500,000 in Idaho? Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client? ## How current is this list of fee-only advisors for under $500,000 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 | | [Ronald Strobel](https://find.wellspent.co/advisors/ronald-strobel.md) | Retire Sensibly LLC | Meridian, Idaho | CFP, RICP | Percentage of assets, Fixed fees | | [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 | | [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 | | [Alexander Kochanasz](https://find.wellspent.co/advisors/alexander-kochanasz.md) | Gannett Wealth Advisors | Middleton, Idaho | CFP | Percentage of assets, Fixed fees | | [Brad Williams](https://find.wellspent.co/advisors/brad-williams.md) | WS Wealth Management | Sandpoint, Idaho | PFS | Percentage of assets, Hourly, 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 | | [Eric Story](https://find.wellspent.co/advisors/eric-story.md) | Cooper Norman Wealth | Idaho Falls, Idaho | PFS | 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 | | [Derek Jones](https://find.wellspent.co/advisors/derek-jones.md) | Scratch Capital | Boise, Idaho | CFA | Percentage of assets, Fixed fees | | [Lisa Donnelley](https://find.wellspent.co/advisors/lisa-donnelley.md) | Harris Wealth Management | Twin Falls, Idaho | PFS | Percentage of assets, Hourly, Fixed fees | | [Robert Shappee](https://find.wellspent.co/advisors/robert-shappee.md) | Harris Wealth Management | Meridian, Idaho | PFS | Percentage of assets, Hourly, Fixed fees | | [Melissa Lowther](https://find.wellspent.co/advisors/melissa-lowther.md) | Alturas Wealth Management | Eagle, Idaho | PFS | Percentage of assets, Hourly | | [Nathan Rydalch](https://find.wellspent.co/advisors/nathan-rydalch.md) | Cooper Norman Wealth | Idaho Falls, Idaho | | Percentage of assets | | [Roberta Newhouse](https://find.wellspent.co/advisors/roberta-newhouse.md) | Alturas Wealth Management | Eagle, Idaho | PFS | Percentage of assets, Hourly | | [Alan Campbell](https://find.wellspent.co/advisors/alan-campbell.md) | Spinnaker Financial Advisors, LLC | Idaho Falls, Idaho | CFP, MBA, MS | Percentage of assets | | [Andrew Lunt](https://find.wellspent.co/advisors/andrew-lunt.md) | Scratch Capital | Boise, Idaho | | Percentage of assets, Fixed fees | | [Bill Heyer](https://find.wellspent.co/advisors/bill-heyer.md) | Boise River Financial Planning | Boise, Idaho | CFP | Percentage of assets, Hourly, Fixed fees | | [Bryce Anderson](https://find.wellspent.co/advisors/bryce-anderson.md) | Intermountain Wealth Management | Idaho Falls, Idaho | | Percentage of assets | | [Carson Simpson](https://find.wellspent.co/advisors/carson-simpson.md) | C.S. Wealth | Carey, Idaho | | Flat fee or retainer, One-time planning fee | | [Charles Copeland](https://find.wellspent.co/advisors/charles-copeland.md) | Elevage Partners | Marsing, Idaho | | 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 | | [David Brandt](https://find.wellspent.co/advisors/david-brandt.md) | Harris Wealth Management | Twin Falls, Idaho | | Percentage of assets, Hourly, Fixed fees | | [David Gorham](https://find.wellspent.co/advisors/david-gorham.md) | Liftoff Financial Planning | Pocatello, Idaho | | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Jackson Murray](https://find.wellspent.co/advisors/jackson-murray.md) | Intermountain Wealth Management | Idaho Falls, Idaho | | Percentage of assets | | [Justin Lunt](https://find.wellspent.co/advisors/justin-lunt.md) | Scratch Capital | Boise, Idaho | | Percentage of assets, Fixed fees | | [Samuel Tidd](https://find.wellspent.co/advisors/samuel-tidd.md) | Scratch Capital | Boise, Idaho | | Percentage of assets, Fixed fees | | [Benjamin Warren](https://find.wellspent.co/advisors/benjamin-warren.md) | Tumwater Wealth Management | Boise, Idaho | CFA | Percentage of assets, Fixed fees | | [Chad Majors](https://find.wellspent.co/advisors/chad-majors.md) | Next Level Wealth Planning | Meridian, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Claireese Baggao](https://find.wellspent.co/advisors/claireese-baggao.md) | Layline Financial | Sandpoint, Idaho | | Ongoing planning fee, Percentage of assets | | [Corey Thacker](https://find.wellspent.co/advisors/corey-thacker.md) | Gannett Wealth Advisors | Middleton, Idaho | | Percentage of assets, Fixed fees | | [Grant Van Nostrand](https://find.wellspent.co/advisors/grant-van-nostrand.md) | Van Nostrand Wealth Management | Boise, Idaho | | Flat fee or retainer | | [Joseph Freeman](https://find.wellspent.co/advisors/joseph-freeman.md) | Private Wealth Advisors | Boise, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Kaden McCarney](https://find.wellspent.co/advisors/kaden-mccarney.md) | Next Level Wealth Planning | Meridian, Idaho | | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 121. The full list, page by page: https://find.wellspent.co/by/financial-advisors-under-500k/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).