Firm
Intermountain Wealth Management
Idaho Falls, Idaho
Fee-only
Intermountain Wealth Management at a glance
- One of 70 fee-only firms based in Idaho in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 446 individual clients, 20 of them high net worth.
- Its average account is about $139,000 (assets it manages divided by its 647 accounts).
Fee-only advisors in Idaho · What fee-only advisors charge in Idaho
Facts
| Based in | Idaho Falls, Idaho |
|---|---|
| Website | intermountainwealthmanagement.com |
| Phone | (208) 522-3344 |
Intermountain Wealth Management fees
Intermountain 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 | $90 million |
| Individual clients | 426 |
| High-net-worth clients | 20 |
| Accounts managed | 647 |
| Employees | 3 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-70021) |
| Financial planning | Offered |
| Form ADV filed | February 5, 2026 |
| SEC record | CRD 148646 |