Firm
Viewpoint Advisory
Meridian, Idaho
Fee-only
Viewpoint Advisory 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 58 individual clients, 37 of them high net worth.
- Its average account is about $552,000 (assets it manages divided by its 187 accounts).
Fee-only advisors in Idaho · What fee-only advisors charge in Idaho
Facts
| Based in | Meridian, Idaho |
|---|---|
| Website | viewpointadvisory.com |
| [email protected] | |
| Phone | (206) 771-4295 |
Viewpoint Advisory fees
Viewpoint Advisory doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 | $103 million |
| Individual clients | 21 |
| High-net-worth clients | 37 |
| Accounts managed | 187 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-117378) |
| Financial planning | Offered |
| Form ADV filed | February 17, 2026 |
| SEC record | CRD 305164 |