Hourly financial advisors in Idaho
How do I find fee-only advisors who charge by the hour in Idaho?
In Idaho, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Christian Moon of Snake River Investment Counsel, Robert Schoonmaker of Matterhorn Financial Planning LLC 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.
- Robert Schoonmaker Matterhorn Financial Planning LLC, Pocatello Holds the CFP and CPA. Fees on file: hourly.
- Dallin Walker Delta Lake Wealth Management, LLC, Rexburg Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Megan Parrish Berkeley, Inc., Boise Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- William Heyer Boise River Financial Planning, Boise Holds the CFP. Fees on file: one-time planning fee, hourly.
- Mitch Hamer Intersecting Wealth, Northbrook Holds the CFP. Fees on file: flat fee or retainer, one-time planning fee.
By the numbers
- Advisors listed
- 113
- Firms
- 54
- Cities
- 21
- Hold the CFP
- 28%
- Other credentials: CFA 7% · CPA 2%
- How they charge (of 113 with fees on file): percentage of assets 93% · hourly 90% · fixed fees 74% · 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
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
How many fee-only advisors who charge by the hour in Idaho are there?
The Wellspent public graph lists 113 fee-only advisors who charge by the hour in Idaho, at 54 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who charge by the hour in Idaho located?
Of the 113 fee-only advisors who charge by the hour in Idaho, 39 are in Boise, followed by 21 in Meridian and 12 in Eagle.
How do fee-only advisors who charge by the hour in Idaho charge?
The most common fee among fee-only advisors who charge by the hour in Idaho is a percentage of assets, used by 93% of the 113 with fees on file. Many use more than one: 90% charge by the hour and 74% charge fixed fees.
How many fee-only advisors who charge by the hour in Idaho hold the CFP?
28% of the 113 fee-only advisors who charge by the hour 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 by the hour?
We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.
What should I ask fee-only advisors who charge by the hour in Idaho?
What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?
How current is this list of fee-only advisors who charge by the hour 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 113 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Matt Cooley | Inspire Wealth Partners | Boise | CFP | Flat fee or retainer, Ongoing planning fee |
| Robert Schoonmaker | Matterhorn Financial Planning LLC | Pocatello | CFP, CPA, MAcc, RLP | Hourly |
| Debbra Dillon | Dillon Financial Planning, Inc. | Eagle | CFP | Hourly, One-time planning fee |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Bill Heyer | Boise River Financial Planning | Boise | CFP | Percentage of assets, Hourly |
| 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 |
| 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 |
| 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 |
| Kevin Malone | Malone Wealth Ventures | Boise | Not listed | Percentage of assets, Hourly |
| Benjamin Holzhauser | Five Pine Wealth Management | Coeur D'Alene | Not listed | Percentage of assets |
| Eric Martin | Concinnus Financial | Post Falls | Not listed | Percentage of assets, Hourly |
| Hunter Schertz | Five Pine Wealth Management | Coeur D'Alene | Not listed | Percentage of assets |
| Jeremy Morris | Five Pine Wealth Management | Coeur D'Alene | Not listed | Percentage of assets |
| Mark Dougal | Pacific Crest Wealth Management | Nampa | Not listed | Percentage of assets, Hourly |
| Molly Martin | Concinnus Financial | Post Falls | Not listed | Percentage of assets, Hourly |
| Timothy Schwarzenberger | Inspire Investing | Meridian | CFA | Percentage of assets, Hourly |
| Daniel Mastrolonardo | Inspire Investing | Meridian | Not listed | Percentage of assets, Hourly |
| James Cannon | Cannon Wealth Group | Eagle | Not listed | Percentage of assets, Hourly |
| Joshua Hanna | Inspire Investing | Meridian | Not listed | Percentage of assets, Hourly |
| Peter San | Inspire Investing | Meridian | Not listed | Percentage of assets, Hourly |
| Robert Netzly | Inspire Investing | Meridian | Not listed | Percentage of assets, Hourly |
| Ryan Wickersham | Inspire Investing | Meridian | Not listed | Percentage of assets, Hourly |
| Travis Yenor | Inspire Investing | Meridian | Not listed | Percentage of assets, Hourly |
| William Stoner | Inspire Investing | Meridian | Not listed | Percentage of assets, Hourly |
| Zachary Stone | Inspire Investing | Meridian | Not listed | Percentage of assets, Hourly |
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