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 |
|---|---|---|---|---|
| Nathan Strong | HRC Wealth Management | Moscow | PFS | Percentage of assets |
| Naumdar Akhavan | Valkyrie Private Wealth Management | Ammon | CFA | Percentage of assets |
| Paul White | Berkeley | Boise | CFA | Percentage of assets, Hourly |
| Richard Banks | Venturi Private Wealth | Boise | CFA | Percentage of assets, Hourly |
| Terry Roe | Onyx Financial Advisors | Idaho Falls | PFS | Percentage of assets, Fixed fees |
| Adam Saumweber | Continuum Advisory | Eagle | Not listed | Percentage of assets, Hourly |
| Amanda Coleman | Sky-Mountain Capital Management | Ketchum | Not listed | Percentage of assets, Hourly |
| Amanda Writer | Wood Tarver Financial | Boise | Not listed | Percentage of assets, Hourly |
| Benson Packer | Onyx Financial Advisors | Idaho Falls | Not listed | Percentage of assets, Fixed fees |
| Brandon Jones | Continuum Advisory | Eagle | Not listed | Percentage of assets, Hourly |
| Bruce Reeder | Mountain Pacific Investment Advisers | Boise | Not listed | Percentage of assets, Fixed fees |
| Caleb Howard | Weigelfam | Boise | Not listed | Percentage of assets, Fixed fees |
| Cole Edmiston | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Daniel Rubio | Searcy Financial Services | Sugar City | Not listed | Percentage of assets, Hourly |
| David Tarver | Wood Tarver Financial | Boise | Not listed | Percentage of assets, Hourly |
| Dirk Murray | Sentinel Wealth Strategies | Idaho Falls | Not listed | Percentage of assets, Hourly |
| Donny Hopoi | Continuum Advisory | Eagle | Not listed | Percentage of assets, Hourly |
| Donovan Shekhdar | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Emily McCracken | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Eric Tarver | Wood Tarver Financial | Boise | Not listed | Percentage of assets, Hourly |
| Esau Medina | Medina Financial | Grace | Not listed | Percentage of assets, Hourly |
| Ethan Hadley | Gpwm Advisors | Eagle | Not listed | Percentage of assets |
| Evan McLachlan | Mclachlan Investment Services | Coeur D'Alene | Not listed | Percentage of assets, Hourly |
| George Clark | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Gilbert Wiseman | Strait & Sound | Meridian | Not listed | Percentage of assets, Hourly |
| Grant Kinchen | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Greg Bitter | Hawke Financial Group | St Anthony | Not listed | Percentage of assets, Hourly |
| Hannah Katzenstein | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Ian Jameson | American Capital Advisory | Ketchum | Not listed | Percentage of assets, Hourly |
| Jacob Coleman | Continuum Advisory | Eagle | Not listed | Percentage of assets, Hourly |
| Jason Hawke | Hawke Financial Group | Meridian | Not listed | Percentage of assets, Hourly |
| Johanna Adleson | Libra Wealth | Boise | Not listed | Hourly, Fixed fees |
| John Fahnestock | Q3 Asset Management | Eagle | Not listed | Percentage of assets, Hourly |
| Jon Hendrickson | Berkeley | Boise, | Not listed | Percentage of assets, Hourly |
| Jonathan Warner | Continuum Advisory | Meridian | Not listed | Percentage of assets, Hourly |
| Jordan Boyd | Wood Tarver Financial | Boise | Not listed | Percentage of assets, Hourly |
| Juan Valdes | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Justin Boyd | Delta Financial Advisory | Meridian | Not listed | Percentage of assets, Hourly |
| Kent Mitchell | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Lauren Strobel | Retire Sensibly | Meridian | Not listed | Percentage of assets, Fixed fees |
| MaKayla Baldus | HRC Wealth Management | Moscow | Not listed | Percentage of assets |
| Mark Watson | HRC Wealth Management | Moscow | Not listed | Percentage of assets |
| Matthew Bishop | The Archer Consulting Group | Boise | Not listed | Percentage of assets, Hourly |
| Matthew Lindstrom | Mountain Pacific Investment Advisers | Boise | Not listed | Percentage of assets, Fixed fees |
| Matthew Maxcy | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Matthew Ray | Searcy Financial Services | Rexburg | Not listed | Percentage of assets, Hourly |
| Maunsel Hickey | American Capital Advisory | Ketchum | Not listed | Percentage of assets, Hourly |
| Nathaniel Holden | Core Wealth Partners | Meridian | Not listed | Percentage of assets |
| Nicholas Zinsmeyer | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
| Nicolas Ramirez | Venturi Private Wealth | Boise | Not listed | Percentage of assets, Hourly |
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