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Wellspent public graph/Locations/United States/Idaho
United States

Fee-only advisors in Idaho

Fee-only advisors in Boise, Meridian and Eagle, plus 26 other cities.

What fee-only financial advisors charge in Idaho

By the numbers

The Wellspent public graph lists 212 fee-only financial advisors serving Idaho at 98 firms, most in Boise, Meridian and Eagle. 29% hold the CFP certification. Of the 212 with fees on file, 96% charge percentage of assets.

Advisors listed
212
Firms
98
Cities
30
Hold the CFP
29%
  • Other credentials: CFA 8% · CPA 1% · ChFC 1%
  • How they charge (of 212 with fees on file): percentage of assets 96% · fixed fees 67% · hourly 48% · one-time planning fee 6%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Idaho (212)

Fee-only advisors serving Idaho: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Matt Cooley Inspire Wealth Partners Boise CFP Flat fee or retainer, Ongoing planning fee
Jessica Smith Vitality Wealth Meridian CFP, CPA, MAcc Percentage of assets, Ongoing planning fee
Greg McCall Eagle Financial Planning Eagle CFP, ChFC, RICP Percentage of assets, Fixed fees
Robert Schoonmaker Matterhorn Financial Planning LLC Pocatello CFP, CPA, MAcc, RLP Hourly
Ronald Strobel Retire Sensibly LLC Meridian CFP, RICP Percentage of assets, Fixed fees
Debbra Dillon Dillon Financial Planning, Inc. Eagle CFP Hourly, One-time planning fee
Wade Calvert BZ Wealth Advisors, LLC Meridian CFP Percentage of assets, Fixed fees
William Heyer Boise River Financial Planning Boise CFP One-time planning fee, Hourly
Collin Todd Arc Advisers, LLC Boise CFP Ongoing planning fee, One-time planning fee
Thatcher Taylor ProPath Financial Meridian CFP, MBA Percentage of assets, Fixed fees
Aaron Freeman Snake River Investment Counsel Idaho Falls CFP Percentage of assets
Christian Moon Snake River Investment Counsel Idaho Falls CFP, CFA Percentage of assets
Ismael Garcia Garcia Financial Planning Meridian CFP Percentage of assets, Ongoing planning fee
Jordan Haines Drucker Wealth Kuna CFP Percentage of assets
Megan Parrish Berkeley, Inc. Boise CFP, CFA Percentage of assets, Hourly
Mitch Hamer The intersection of financial planning, investment management, and life plans for high performers. Intersecting Wealth Northbrook CFP Flat fee or retainer, One-time planning fee
Joseph Maddux Cooper Norman Wealth Idaho Falls CFP Percentage of assets
Gregory Rice Enduring Wealth Management Meridian CFP Percentage of assets
Jennifer Butler Summit Wealth & Retirement Partners Eagle CFP Percentage of assets, One-time planning fee
Nicholas Lemus Summit Wealth & Retirement Partners Eagle CFP, CFA Percentage of assets, One-time planning fee
Scott Terry Summit Wealth & Retirement Partners Eagle CFP Percentage of assets, One-time planning fee
Alexander Kochanasz Gannett Wealth Advisors Middleton CFP Percentage of assets, Fixed fees
Brad Williams WS Wealth Management Sandpoint PFS Percentage of assets, Hourly
Brandon Richins Next Level Wealth Planning Meridian CFP Percentage of assets, Hourly
Eric Story Cooper Norman Wealth Idaho Falls PFS Percentage of assets
Hannah Spillman Perspective Wealth Partners Boise CFP Percentage of assets
Jacob McCarney Next Level Wealth Planning Meridian CFP Percentage of assets, Hourly
Michael Aboussie Next Level Wealth Planning Meridian CFP Percentage of assets, Hourly
Michael Bisbee Enduro Wealth Eagle CFP Percentage of assets, Hourly
Richard Boss Table Rock Financial Planning, LLC. Boise CFP Hourly, One-time planning fee
David Holloway Northern Capital Post Falls CFP Percentage of assets
Derek Jones Scratch Capital Boise CFA Percentage of assets, Fixed fees
James Liotta Prominence Capital Wealth Management Advisors Eagle CFP Percentage of assets
Lavea Thomas Aspen Capital Management Boise CFP Percentage of assets, Fixed fees
Lisa Donnelley Harris Wealth Management Twin Falls PFS Percentage of assets, Hourly
Mark Stein Galvin, Gaustad & Stein Boise CFP Percentage of assets, Hourly
Robert Shappee Harris Wealth Management Meridian PFS Percentage of assets, Hourly
Taj Pereira Aspen Capital Management Boise CFP Percentage of assets, Fixed fees
John Palmer-Kamprath Generational Legacies Wealth Management Coeur D'Alene CFP Percentage of assets, Fixed fees
Kevin Hoyle Kaiyo Wealth Couer D Alene Not listed Percentage of assets
Lisa Cooper Figure 8 Investment Strategies Boise CFP, CFA Percentage of assets, Fixed fees
Melissa Lowther Alturas Wealth Management Eagle PFS Percentage of assets, Hourly
Nathan Rydalch Cooper Norman Wealth Idaho Falls Not listed Percentage of assets
Roberta Newhouse Alturas Wealth Management Eagle PFS Percentage of assets, Hourly
Alan Campbell Spinnaker Financial Advisors, LLC Idaho Falls CFP, MBA, MS Percentage of assets
Andrew Lunt Scratch Capital Boise Not listed Percentage of assets, Fixed fees
Bill Heyer Boise River Financial Planning Boise CFP Percentage of assets, Hourly
Bryce Anderson Intermountain Wealth Management Idaho Falls Not listed Percentage of assets
Carson Simpson C.S. Wealth Carey Not listed Flat fee or retainer, One-time planning fee
Charles Copeland Elevage Partners Marsing Not listed Percentage of assets, Hourly

Firms headquartered in Idaho (70)

All 70 firms in Idaho