United States
Fee-only advisors in Idaho
Fee-only advisors in Boise, Meridian and Eagle, plus 26 other cities.
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)
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Dallin Walker | Delta Lake Wealth Management, LLC | Rexburg | CFP, CPA, MAcc | Percentage of assets, Hourly |
| Daniel Goodman | Good Better Best Financial Planning | Idaho Falls | CFP | Percentage of assets, Hourly |
| David Brandt | Harris Wealth Management | Twin Falls | Not listed | Percentage of assets, Hourly |
| David Gorham | Liftoff Financial Planning | Pocatello | Not listed | Percentage of assets, Flat fee or retainer |
| Eric Udvari | Howe & Rusling | Boise | CFP | Percentage of assets, Fixed fees |
| Gavin Gamboa | Fiduciary Financial Group | Boise | Not listed | Percentage of assets, Fixed fees |
| Harold Porter | Summit Wealth & Retirement Partners | Eagle | Not listed | Percentage of assets, One-time planning fee |
| Jackson Murray | Intermountain Wealth Management | Idaho Falls | Not listed | Percentage of assets |
| Justin Lunt | Scratch Capital | Boise | Not listed | Percentage of assets, Fixed fees |
| Samuel Tidd | Scratch Capital | Boise | Not listed | Percentage of assets, Fixed fees |
| Andrew Waymire | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Benjamin Warren | Tumwater Wealth Management | Boise | CFA | Percentage of assets, Fixed fees |
| Chad Majors | Next Level Wealth Planning | Meridian | Not listed | Percentage of assets, Hourly |
| Claireese Baggao | Layline Financial | Sandpoint | Not listed | Ongoing planning fee, Percentage of assets |
| Corey Thacker | Gannett Wealth Advisors | Middleton | Not listed | Percentage of assets, Fixed fees |
| Grant Van Nostrand | Van Nostrand Wealth Management | Boise | Not listed | Flat fee or retainer |
| Gregory Peterson | Statherós Financial Solutions | Hailey | PFS | Percentage of assets |
| James Bailey | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Joseph Freeman | Private Wealth Advisors | Boise | Not listed | Percentage of assets, Hourly |
| Kaden McCarney | Next Level Wealth Planning | Meridian | Not listed | Percentage of assets, Hourly |
| Kevin Malone | Malone Wealth Ventures | Boise | Not listed | Percentage of assets, Hourly |
| Matthew Hollands | Figure 8 Investment Strategies | Boise | CFA | Percentage of assets, Fixed fees |
| Nick Krautscheid | Gannett Wealth Advisors | Middleton | Not listed | Percentage of assets, Fixed fees |
| Paige Moon | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Rebekah Adams | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Skyler Eubank | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Tara Newton | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Travis Schaat | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Travis Stright | Figure 8 Investment Strategies | Boise | CFA | Percentage of assets, Fixed fees |
| Benjamin Holzhauser | Five Pine Wealth Management | Coeur D'Alene | Not listed | Percentage of assets |
| Eric Martin | Concinnus Financial | Post Falls | Not listed | Percentage of assets, Hourly |
| Hunter Schertz | Five Pine Wealth Management | Coeur D'Alene | Not listed | Percentage of assets |
| Jeremy Morris | Five Pine Wealth Management | Coeur D'Alene | Not listed | Percentage of assets |
| Johann Simpson | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Maranda Barnhart | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Mark Dougal | Pacific Crest Wealth Management | Nampa | Not listed | Percentage of assets, Hourly |
| Michael Keller | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Mike Mers | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Molly Martin | Concinnus Financial | Post Falls | Not listed | Percentage of assets, Hourly |
| Nathan Burman | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Rachel Lysne | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Scott Warner | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Timothy Schwarzenberger | Inspire Investing | Meridian | CFA | Percentage of assets, Hourly |
| Trevor Hotmer | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Amity Raia | AdviceOne | Nampa | Not listed | Percentage of assets, Fixed fees |
| Brett Cordingley | Centennial Wealth Management | Rexburg | Not listed | Percentage of assets, Fixed fees |
| Christopher Hersh | Tumwater Wealth Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Colten Cordingley | Centennial Wealth Management | Rexburg | Not listed | Percentage of assets, Fixed fees |
| Curtis Simmons | Centennial Wealth Management | Rexburg | Not listed | Percentage of assets, Fixed fees |
| Holly Miller | Centennial Wealth Management | Rexburg | Not listed | Percentage of assets, Fixed fees |
Firms headquartered in Idaho (70)
-
Advanced Financial Solutions
Boise, Idaho
-
Allegiance Financial Planning
Eagle, Idaho
-
Alturas Wealth Management
Eagle, Idaho
-
American Capital Advisory
Ketchum, Idaho
-
Arc Advisers, LLC
Boise, Idaho
-
Archer Wealth Advisors
Coeur D'Alene, Idaho
-
Aspen Capital Management
Boise, Idaho
-
Berkeley, Inc.
Boise, Idaho
-
Boise River Financial Planning
Boise, Idaho
-
C.S. Wealth
Carey, Idaho
-
Cannon Wealth Group
Eagle, Idaho
-
Centennial Wealth Management
Rexburg, Idaho
-
Concinnus Financial
Post Falls, Idaho
-
Continuum Advisory
Eagle, Idaho
-
Cooper Norman Wealth
Idaho Falls, Idaho
-
Delta Financial Advisory
Meridian, Idaho
-
Delta Lake Wealth Management, LLC
Rexburg, Idaho
-
Dillon Financial Planning, Inc.
Eagle, Idaho
-
Eagle Financial Planning
Eagle, Idaho
-
Enduring Wealth Management
Meridian, Idaho
-
Enduro Wealth
Eagle, Idaho
-
Figure 8 Investment Strategies
Boise, Idaho
-
Five Pine Wealth Management
Coeur D'Alene, Idaho
-
Ford Investment Counsel
Eagle, Idaho
-
Gannett Wealth Advisors
Middleton, Idaho
-
Garcia Financial Planning
Meridian, Idaho
-
Generational Legacies Wealth Management
Coeur D'Alene, Idaho
-
Good Better Best Financial Planning
Idaho Falls, Idaho
-
Gpwm Advisors
Eagle, Idaho
-
Harris Wealth Management
Twin Falls, Idaho
-
Hawke Financial Group
Meridian, Idaho
-
HRC Wealth Management
Moscow, Idaho
-
Inspire Investing
Meridian, Idaho
-
Inspire Wealth Partners
Boise, Idaho
-
Intermountain Wealth Management
Idaho Falls, Idaho
-
Investifi Wealth Management
Kimberly, Idaho
-
Layline Financial
Sandpoint, Idaho
-
Liftoff Financial Planning
Pocatello, Idaho
-
Malone Wealth Ventures
Boise, Idaho
-
Matterhorn Financial Planning LLC
Pocatello, Idaho
-
Mclachlan Investment Services
Coeur D'Alene, Idaho
-
Mcrae Capital Management
Ketchum, Idaho
-
Medina Financial
Grace, Idaho
-
Mountain Pacific Investment Advisers
Boise, Idaho
-
Next Level Wealth Planning
Meridian, Idaho
-
Onyx Financial Advisors
Idaho Falls, Idaho
-
Perspective Wealth Partners
Boise, Idaho
-
Private Wealth Advisors
Boise, Idaho
-
Prominence Capital Wealth Management Advisors
Eagle, Idaho
-
ProPath Financial
Meridian, Idaho
-
Red Oak Capital Advisors
Salmon, Idaho
-
Retire Sensibly LLC
Meridian, Idaho
-
Roslund, John Cabell
Meridian, Idaho
-
Salmon Bay Wealth Management
Coeur D'Alene, Idaho
-
Scratch Capital
Boise, Idaho
-
Sentinel Wealth Strategies
Idaho Falls, Idaho
-
Sila Financial
Ketchum, Idaho
-
Sky-Mountain Capital Management
Ketchum, Idaho
-
Snake River Investment Counsel
Idaho Falls, Idaho
-
Stewardship Asset Management
Star, Idaho