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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
Julie Kostelecky Centennial Wealth Management Rexburg Not listed Percentage of assets, Fixed fees
Keaton Parkinson Centennial Wealth Management Rexburg Not listed Percentage of assets, Fixed fees
Kim Miller Viewpoint Advisory Meridian Not listed Percentage of assets
Luke Sutton Centennial Wealth Management Rexburg Not listed Percentage of assets, Fixed fees
Marie Palmer-Kamprath Generational Legacies Wealth Management Coeur D'Alene Not listed Percentage of assets, Fixed fees
Marisa Shalz Figure 8 Investment Strategies Boise Not listed Percentage of assets, Fixed fees
Mark Minarik Centennial Wealth Management Rexburg Not listed Percentage of assets, Fixed fees
Owen Quast Tumwater Wealth Management Boise Not listed Percentage of assets, Fixed fees
Steven Levenson Western Financial Eagle Not listed Percentage of assets
Aaron Flores Trek Line Wealth Horseshoe Bend Not listed Percentage of assets
Daniel Mastrolonardo Inspire Investing Meridian Not listed Percentage of assets, Hourly
James Cannon Cannon Wealth Group Eagle Not listed Percentage of assets, Hourly
Joshua Hanna Inspire Investing Meridian Not listed Percentage of assets, Hourly
Matthew Gjevre Howe & Rusling Boise Not listed Percentage of assets, Fixed fees
Peter San Inspire Investing Meridian Not listed Percentage of assets, Hourly
Robert Netzly Inspire Investing Meridian Not listed Percentage of assets, Hourly
Ryan Wickersham Inspire Investing Meridian Not listed Percentage of assets, Hourly
Travis Yenor Inspire Investing Meridian Not listed Percentage of assets, Hourly
William Stoner Inspire Investing Meridian Not listed Percentage of assets, Hourly
Zachary Stone Inspire Investing Meridian Not listed Percentage of assets, Hourly
Zachary Tornquist Inspire Investing Meridian Not listed Percentage of assets, Hourly
Alexander Clendennen Venturi Private Wealth Boise CFP Percentage of assets, Hourly
Andrew Kelly Continuum Advisory Eagle CFP Percentage of assets, Hourly
Aurelie Bayer-Boloix American Capital Advisory Ketchum CFP Percentage of assets, Hourly
Brent Ford Ford Investment Counsel Eagle CFP Percentage of assets
Christopher Creed Venturi Private Wealth Boise CFP Percentage of assets, Hourly
Cody Daniels Onyx Financial Advisors Idaho Falls CFP Percentage of assets, Fixed fees
David Walquist Investifi Wealth Management Kimberly CFP, PFS Percentage of assets, Hourly
David Wilhite Advanced Financial Solutions Boise CFP, ChFC Percentage of assets, Fixed fees
Jakob Wilson Practice Financial Group Rigby CFP Percentage of assets, Fixed fees
James Minor Red Oak Capital Advisors Salmon CFP Percentage of assets, Hourly
James Smith Vitality Wealth Idaho Falls CFP Percentage of assets
James Weeks Allegiance Financial Planning Eagle CFP Hourly
Jay Willcox Venturi Private Wealth Boise CFP Percentage of assets, Hourly
Jerald Lewis HRC Wealth Management Moscow CFP, PFS Percentage of assets
John Roslund Roslund, John Cabell Meridian CFP Percentage of assets, Hourly
John Schannep Archer Wealth Advisors Coeur D'Alene CFP Percentage of assets, Hourly
Jonathan Petersen Onyx Financial Advisors Idaho Falls CFP Percentage of assets, Fixed fees
Nathan Tarver Wood Tarver Financial Boise CFP Percentage of assets, Hourly
Orrin Cellan Onyx Financial Advisors Idaho Falls CFP Percentage of assets, Fixed fees
Russell Norwood Venturi Private Wealth Boise CFP Percentage of assets, Hourly
Thomas Nelson Sky-Mountain Capital Management Ketchum CFP Percentage of assets, Hourly
William Overton Advanced Financial Solutions Boise CFP Percentage of assets, Fixed fees
Aaron Sautter Onyx Financial Advisors Idaho Falls PFS Percentage of assets, Fixed fees
Cade Konen HRC Wealth Management Moscow PFS Percentage of assets
Jackson Yenor Archer Wealth Advisors Coeur D'Alene CFA Percentage of assets, Hourly
John McEntire Venturi Private Wealth Boise CFA Percentage of assets, Hourly
Lyndsay Goody Onyx Financial Advisors Idaho Falls PFS Percentage of assets, Fixed fees
Matthew McNeal American Capital Advisory Ketchum CFA Percentage of assets, Hourly
Nathan Oakley Mountain Pacific Investment Advisers Boise CFA Percentage of assets, Fixed fees

Firms headquartered in Idaho (70)

All 70 firms in Idaho