Advisors for under $500,000 in Idaho
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Christian Moon Snake River Investment Counsel, Idaho Falls Holds the CFP and CFA. Fees on file: percentage of assets.
- Jessica Smith Vitality Wealth, Meridian Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Dallin Walker Delta Lake Wealth Management, LLC, Rexburg Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Ismael Garcia Garcia Financial Planning, Meridian Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Jordan Haines Drucker Wealth, Kuna Holds the CFP. Fees on file: percentage of assets.
- Richard Boss Table Rock Financial Planning, LLC., Boise Holds the CFP. Fees on file: hourly, one-time planning fee.
By the numbers
- Advisors listed
- 121
- Firms
- 67
- Cities
- 25
- Hold the CFP
- 32%
- Other credentials: CFA 4% · CPA 2% · ChFC 2%
- How they charge (of 121 with fees on file): percentage of assets 96% · fixed fees 63% · hourly 45% · performance-based fees 7%
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 under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
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.
All 121 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 |
| Ronald Strobel | Retire Sensibly LLC | Meridian | CFP, RICP | Percentage of assets, Fixed fees |
| 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 |
| 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 |
| Alexander Kochanasz | Gannett Wealth Advisors | Middleton | CFP | Percentage of assets, Fixed fees |
| Brad Williams | WS Wealth Management | Sandpoint | PFS | Percentage of assets, Hourly |
| Brandon Richins | Next Level Wealth Planning | Meridian | CFP | Percentage of assets, Hourly |
| Eric Story | Cooper Norman Wealth | Idaho Falls | PFS | 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 |
| Derek Jones | Scratch Capital | Boise | CFA | Percentage of assets, Fixed fees |
| Lisa Donnelley | Harris Wealth Management | Twin Falls | PFS | Percentage of assets, Hourly |
| Robert Shappee | Harris Wealth Management | Meridian | PFS | Percentage of assets, Hourly |
| Melissa Lowther | Alturas Wealth Management | Eagle | PFS | Percentage of assets, Hourly |
| Nathan Rydalch | Cooper Norman Wealth | Idaho Falls | Not listed | Percentage of assets |
| Roberta Newhouse | Alturas Wealth Management | Eagle | PFS | Percentage of assets, Hourly |
| Alan Campbell | Spinnaker Financial Advisors, LLC | Idaho Falls | CFP, MBA, MS | Percentage of assets |
| Andrew Lunt | Scratch Capital | Boise | Not listed | Percentage of assets, Fixed fees |
| Bill Heyer | Boise River Financial Planning | Boise | CFP | Percentage of assets, Hourly |
| Bryce Anderson | Intermountain Wealth Management | Idaho Falls | Not listed | Percentage of assets |
| Carson Simpson | C.S. Wealth | Carey | Not listed | Flat fee or retainer, One-time planning fee |
| Charles Copeland | Elevage Partners | Marsing | Not listed | 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 |
| David Brandt | Harris Wealth Management | Twin Falls | Not listed | Percentage of assets, Hourly |
| David Gorham | Liftoff Financial Planning | Pocatello | Not listed | Percentage of assets, Flat fee or retainer |
| Jackson Murray | Intermountain Wealth Management | Idaho Falls | Not listed | Percentage of assets |
| Justin Lunt | Scratch Capital | Boise | Not listed | Percentage of assets, Fixed fees |
| Samuel Tidd | Scratch Capital | Boise | Not listed | Percentage of assets, Fixed fees |
| Benjamin Warren | Tumwater Wealth Management | Boise | CFA | Percentage of assets, Fixed fees |
| Chad Majors | Next Level Wealth Planning | Meridian | Not listed | Percentage of assets, Hourly |
| Claireese Baggao | Layline Financial | Sandpoint | Not listed | Ongoing planning fee, Percentage of assets |
| Corey Thacker | Gannett Wealth Advisors | Middleton | Not listed | Percentage of assets, Fixed fees |
| Grant Van Nostrand | Van Nostrand Wealth Management | Boise | Not listed | Flat fee or retainer |
| Joseph Freeman | Private Wealth Advisors | Boise | Not listed | Percentage of assets, Hourly |
| Kaden McCarney | Next Level Wealth Planning | Meridian | Not listed | Percentage of assets, Hourly |
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