Firm
Malone Wealth Ventures
Boise, Idaho
Fee-only
Malone Wealth Ventures at a glance
- One of 70 fee-only firms based in Idaho in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 112 individual clients, 1 of them high net worth.
- Its average account is about $375,000 (assets it manages divided by its 112 accounts).
Fee-only advisors in Idaho · What fee-only advisors charge in Idaho
Facts
| Based in | Boise, Idaho |
|---|---|
| Website | malonewealth.com |
| Phone | (530) 519-7540 |
Malone Wealth Ventures fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $500,000 |
|---|
In the firm's words
"minimums of $100,000 per individual stock or $500,000 combined household investment accounts" source
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $42 million |
| Individual clients | 111 |
| High-net-worth clients | 1 |
| Accounts managed | 112 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-120414) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 312782 |