Venturi Private Wealth

Venturi Private Wealth at a glance

• One of 70 fee-only firms based in Idaho in the Wellspent graph.
• 20 advisors are listed here; 4 of 20 hold the CFP.
• Its Form ADV reports 28 employees and 687 individual clients, 407 of them high net worth.
• Its average account is about $786,000 (assets it manages divided by its 4,555 accounts).

Fee-only advisors in Idaho · What fee-only advisors charge in Idaho

Facts

Venturi Private Wealth fees

Venturi Private Wealth 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

Advisors at this firm (20)

• Alexander Clendennen

  CFP

• Christopher Creed

  CFP

• Cole Edmiston

• Donovan Shekhdar

• Emily McCracken

• George Clark

• Grant Kinchen

• Hannah Katzenstein

• Jay Willcox

  CFP

• Joey Sager

• John McEntire

  CFA

• Juan Valdes

• Kent Mitchell

• Matthew Maxcy

• Melissa Whitaker

• Nicholas Zinsmeyer

• Nicolas Ramirez

• Rachael Wyatt

• Richard Banks

  CFA

• Russell Norwood

  CFP