Firm
Salmon Bay Wealth Management
Coeur D'Alene, Idaho
Fee-only
Salmon Bay Wealth Management 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 9 individual clients.
- Its average account is about $229,000 (assets it manages divided by its 21 accounts).
Fee-only advisors in Idaho · What fee-only advisors charge in Idaho
Facts
| Based in | Coeur D'Alene, Idaho |
|---|---|
| Website | salmonbaywealthmanagement.com |
| Phone | (206) 359-1319 |
Salmon Bay Wealth Management fees
Salmon Bay 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $5 million |
| Individual clients | 9 |
| Accounts managed | 21 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | September 9, 2026 |
| SEC record | CRD 167975 |