Firm
Wood Tarver Financial
Boise, Idaho
Fee-only
Wood Tarver Financial at a glance
- One of 70 fee-only firms based in Idaho in the Wellspent graph.
- 5 advisors are listed here; 1 of 5 hold the CFP.
- Its Form ADV reports 5 employees and 575 individual clients, 148 of them high net worth.
- Its average account is about $318,000 (assets it manages divided by its 1,537 accounts).
Fee-only advisors in Idaho · What fee-only advisors charge in Idaho
Facts
| Based in | Boise, Idaho |
|---|---|
| Website | woodtarverfinancial.com |
| Phone | (208) 343-2001 |
Wood Tarver Financial fees
Wood Tarver Financial 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 | $489 million |
| Individual clients | 427 |
| High-net-worth clients | 148 |
| Accounts managed | 1,537 |
| Employees | 5 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-114226) |
| Financial planning | Offered |
| Form ADV filed | April 1, 2026 |
| SEC record | CRD 298793 |