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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
Peter McRae Mcrae Capital Management Ketchum Not listed Percentage of assets
Rachael Wyatt Venturi Private Wealth Boise Not listed Percentage of assets, Hourly
Rashe Elliott Mountain Pacific Investment Advisers Boise Not listed Percentage of assets, Fixed fees
Renee Faltings American Capital Advisory Ketchum Not listed Percentage of assets, Hourly
Richard Lee Truenorth Wealth Boise Not listed Percentage of assets, Hourly
Robert Falco Stewardship Asset Management Star Not listed Percentage of assets, Hourly
Roger Nicholls Best Life Infinity Boise Not listed Percentage of assets, Hourly
Skyler Kressin Archer Wealth Advisors Coeur D'Alene Not listed Percentage of assets, Hourly
Steven Cole Salmon Bay Wealth Management Coeur D'Alene Not listed Percentage of assets, Hourly
Timothy Brown Montis Financial Boise Not listed Percentage of assets, Hourly
Warren Schliiter Sila Financial Ketchum Not listed Percentage of assets
William Palumbo Mountain Pacific Investment Advisers Boise Not listed Percentage of assets, Fixed fees

Firms headquartered in Idaho (70)

All 70 firms in Idaho