Flat-fee financial advisors in Idaho
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.
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.
- Christian Moon Snake River Investment Counsel, Idaho Falls Holds the CFP and CFA. Fees on file: percentage of assets.
- Robert Schoonmaker Matterhorn Financial Planning LLC, Pocatello Holds the CFP and CPA. Fees on file: hourly.
- Megan Parrish Berkeley, Inc., Boise Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Dallin Walker Delta Lake Wealth Management, LLC, Rexburg Holds the CFP and CPA. 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.
By the numbers
- Advisors listed
- 171
- Firms
- 73
- Cities
- 26
- Hold the CFP
- 30%
- Other credentials: CFA 9% · CPA 1% · ChFC 1%
- How they charge (of 171 with fees on file): percentage of assets 95% · fixed fees 84% · hourly 53% · one-time planning fee 7%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
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.
All 171 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Matt Cooley | Inspire Wealth Partners | Boise | CFP | Flat fee or retainer, Ongoing planning fee |
| Greg McCall | Eagle Financial Planning | Eagle | CFP, ChFC, RICP | Percentage of assets, Fixed fees |
| Robert Schoonmaker | Matterhorn Financial Planning LLC | Pocatello | CFP, CPA, MAcc, RLP | Hourly |
| Ronald Strobel | Retire Sensibly LLC | Meridian | CFP, RICP | Percentage of assets, Fixed fees |
| Debbra Dillon | Dillon Financial Planning, Inc. | Eagle | CFP | Hourly, One-time planning fee |
| 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 |
| Megan Parrish | Berkeley, Inc. | Boise | CFP, CFA | Percentage of assets, Hourly |
| 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 |
| 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 |
| 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 |
| Lavea Thomas | Aspen Capital Management | Boise | CFP | Percentage of assets, Fixed fees |
| Lisa Donnelley | Harris Wealth Management | Twin Falls | PFS | Percentage of assets, Hourly |
| Mark Stein | Galvin, Gaustad & Stein | Boise | CFP | Percentage of assets, Hourly |
| Robert Shappee | Harris Wealth Management | Meridian | PFS | 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 |
| Nathan Rydalch | Cooper Norman Wealth | Idaho Falls | Not listed | 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 |
| 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 |
| 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 |
| Justin Lunt | Scratch Capital | Boise | Not listed | Percentage of assets, Fixed fees |
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