Firm
Tumwater Wealth Management
Boise, Idaho
Fee-only
Tumwater Wealth Management at a glance
- One of 70 fee-only firms based in Idaho in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFA.
- Its Form ADV reports 5 employees and 284 individual clients, 113 of them high net worth.
- Its average account is about $464,000 (assets it manages divided by its 877 accounts).
Fee-only advisors in Idaho · What fee-only advisors charge in Idaho
Facts
| Based in | Boise, Idaho |
|---|---|
| Website | tumwaterwealth.com |
| [email protected] | |
| Phone | (208) 314-2114 |
Tumwater Wealth Management fees
Tumwater 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 · Fixed fees |
|---|---|
| Assets managed | $407 million |
| Individual clients | 171 |
| High-net-worth clients | 113 |
| Accounts managed | 877 |
| Employees | 5 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-118103) |
| Financial planning | Offered |
| Form ADV filed | August 11, 2026 |
| SEC record | CRD 300443 |