Continuum Advisory

Continuum Advisory at a glance

• One of 70 fee-only firms based in Idaho in the Wellspent graph.
• 19 advisors are listed here; 6 of 19 hold the CFP.
• Its Form ADV reports 66 employees and 3,344 individual clients, 902 of them high net worth.
• Its average account is about $551,000 (assets it manages divided by its 3,461 accounts).

Fee-only advisors in Idaho · What fee-only advisors charge in Idaho

Facts

Continuum Advisory fees

Continuum Advisory doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (19)

• Adam Saumweber

• Andrew Kelly

  CFP

• Brandon Jones

• Brandon Levine

  CFP

• Christopher Maxey

• Daniel Copenhagen

• Donny Hopoi

• Jacob Coleman

• Joanna Amberger

  CFP

• Jonathan Warner

• Mark Allen

  CFP

• Matthew Mills

• Nicolette Seilus

  CFP

• Quinlan Popham

• Shanley Campbell

  CFP · ChFC

• Shawn Clark

• Simon Keogh

• Triinu Barclay

• Zachary Furshman