Firm
HRC Wealth Management
Moscow, Idaho
Fee-only
HRC Wealth Management at a glance
- One of 70 fee-only firms based in Idaho in the Wellspent graph.
- 5 advisors are listed here; 3 of 5 hold the PFS.
- Its Form ADV reports 8 employees and 878 individual clients, 128 of them high net worth.
- Its average account is about $264,000 (assets it manages divided by its 1,845 accounts).
Fee-only advisors in Idaho · What fee-only advisors charge in Idaho
Facts
| Based in | Moscow, Idaho |
|---|---|
| Website | haydenross.com |
| Phone | (208) 882-5547 |
HRC Wealth Management fees
HRC Wealth Management 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
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $487 million |
| Individual clients | 750 |
| High-net-worth clients | 128 |
| Accounts managed | 1,845 |
| Employees | 8 |
| Planning clients | 0 |
| Registered with | The SEC (801-106855) |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 117212 |