# Flat-fee financial advisors in Idaho > In Idaho, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Nicholas Lemus of Summit Wealth & Retirement Partners, Christian Moon of Snake River Investment Counsel and Robert Schoonmaker of Matterhorn Financial Planning LLC. Page: https://find.wellspent.co/by/flat-fee-financial-advisors/idaho/ 171 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 who charge flat or fixed fees in Idaho? In Idaho, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Nicholas Lemus of Summit Wealth & Retirement Partners, Christian Moon of Snake River Investment Counsel and Robert Schoonmaker of Matterhorn Financial Planning LLC. ## How many fee-only advisors who charge flat or fixed fees in Idaho are there? The Wellspent public graph lists 171 fee-only advisors who charge flat or fixed fees in Idaho, at 73 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who charge flat or fixed fees in Idaho located? Of the 171 fee-only advisors who charge flat or fixed fees in Idaho, 70 are in Boise, followed by 25 in Meridian and 14 in Idaho Falls. ## How do fee-only advisors who charge flat or fixed fees in Idaho charge? The most common fee among fee-only advisors who charge flat or fixed fees in Idaho is a percentage of assets, used by 95% of the 171 with fees on file. Many use more than one: 84% charge fixed fees and 53% charge by the hour. ## How many fee-only advisors who charge flat or fixed fees in Idaho hold the CFP? 30% of the 171 fee-only advisors who charge flat or fixed fees 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 charge flat or fixed fees? We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets. ## What should I ask fee-only advisors who charge flat or fixed fees in Idaho? What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees? ## How current is this list of fee-only advisors who charge flat or fixed fees 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 | | [Greg McCall](https://find.wellspent.co/advisors/greg-mccall.md) | Eagle Financial Planning | Eagle, Idaho | CFP, ChFC, RICP | Percentage of assets, Fixed fees | | [Robert Schoonmaker](https://find.wellspent.co/advisors/robert-schoonmaker.md) | Matterhorn Financial Planning LLC | Pocatello, Idaho | CFP, CPA, MAcc, RLP | Hourly | | [Ronald Strobel](https://find.wellspent.co/advisors/ronald-strobel.md) | Retire Sensibly LLC | Meridian, Idaho | CFP, RICP | Percentage of assets, Fixed fees | | [Debbra Dillon](https://find.wellspent.co/advisors/debbra-dillon.md) | Dillon Financial Planning, Inc. | Eagle, Idaho | CFP | Hourly, One-time planning fee, Ongoing planning fee | | [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 | | [Megan Parrish](https://find.wellspent.co/advisors/megan-parrish.md) | Berkeley, Inc. | Boise, Idaho | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [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 | | [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 | | [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 | | [Lavea Thomas](https://find.wellspent.co/advisors/lavea-thomas.md) | Aspen Capital Management | Boise, Idaho | CFP | 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 | | [Mark Stein](https://find.wellspent.co/advisors/mark-stein.md) | Galvin, Gaustad & Stein | Boise, Idaho | CFP | 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 | | [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 | | [Nathan Rydalch](https://find.wellspent.co/advisors/nathan-rydalch.md) | Cooper Norman Wealth | Idaho Falls, Idaho | | 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 | | [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 | | [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 | | [Justin Lunt](https://find.wellspent.co/advisors/justin-lunt.md) | Scratch Capital | Boise, Idaho | | Percentage of assets, Fixed fees | Showing the first 50 of 171. The full list, page by page: https://find.wellspent.co/by/flat-fee-financial-advisors/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).