# Fee-only financial advisors in Boise, Idaho > Start with a fee-only advisor in Boise whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Megan Parrish of Berkeley, Inc., Lisa Cooper of Figure 8 Investment Strategies and Richard Boss of Table Rock Financial Planning, LLC., chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/idaho/boise/ 80 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Boise? Start with a fee-only advisor in Boise whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Megan Parrish of Berkeley, Inc., Lisa Cooper of Figure 8 Investment Strategies and Richard Boss of Table Rock Financial Planning, LLC., chosen for their credentials and fees on file. ## How many fee-only advisors in Boise are there? The Wellspent public graph lists 80 fee-only advisors in Boise, at 27 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Boise focus on? The most common focus among fee-only advisors in Boise is retirement planning (23), followed by estate planning (21) and tax planning (15). Advisors can list more than one. ## How do fee-only advisors in Boise charge? The most common fee among fee-only advisors in Boise is a percentage of assets, used by 94% of the 80 with fees on file. Many use more than one: 83% charge fixed fees and 48% charge by the hour. ## How many fee-only advisors in Boise hold the CFP? 24% of the 80 fee-only advisors in Boise hold the CFP certification, based on the credentials listed on each record. ## Does Idaho tax income on top of federal tax? Yes. Idaho has a state income tax, so a financial plan for a Idaho resident should project it alongside federal tax. ## How current is this list of fee-only advisors in Boise? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Matt Cooley](https://find.wellspent.co/advisors/matt-cooley.md) | Inspire Wealth Partners | Boise, Idaho | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly | | [William Heyer](https://find.wellspent.co/advisors/william-heyer.md) | Boise River Financial Planning | Boise, Idaho | CFP | One-time planning fee, Hourly, Percentage of assets | | [Collin Todd](https://find.wellspent.co/advisors/collin-todd.md) | Arc Advisers, LLC | Boise, Idaho | CFP | Ongoing planning fee, One-time planning fee | | [Megan Parrish](https://find.wellspent.co/advisors/megan-parrish.md) | Berkeley, Inc. | Boise, Idaho | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Hannah Spillman](https://find.wellspent.co/advisors/hannah-spillman.md) | Perspective Wealth Partners | Boise, Idaho | CFP | Percentage of assets | | [Richard Boss](https://find.wellspent.co/advisors/richard-boss.md) | Table Rock Financial Planning, LLC. | Boise, Idaho | CFP | Hourly, One-time planning fee, Ongoing planning fee | | [Derek Jones](https://find.wellspent.co/advisors/derek-jones.md) | Scratch Capital | Boise, Idaho | CFA | Percentage of assets, Fixed fees | | [Lavea Thomas](https://find.wellspent.co/advisors/lavea-thomas.md) | Aspen Capital Management | Boise, Idaho | CFP | Percentage of assets, Fixed fees | | [Mark Stein](https://find.wellspent.co/advisors/mark-stein.md) | Galvin, Gaustad & Stein | Boise, Idaho | CFP | Percentage of assets, Hourly, Fixed fees | | [Taj Pereira](https://find.wellspent.co/advisors/taj-pereira.md) | Aspen Capital Management | Boise, Idaho | CFP | Percentage of assets, Fixed fees | | [Lisa Cooper](https://find.wellspent.co/advisors/lisa-cooper.md) | Figure 8 Investment Strategies | Boise, Idaho | CFP, CFA | Percentage of assets, Fixed fees | | [Andrew Lunt](https://find.wellspent.co/advisors/andrew-lunt.md) | Scratch Capital | Boise, Idaho | | Percentage of assets, Fixed fees | | [Bill Heyer](https://find.wellspent.co/advisors/bill-heyer.md) | Boise River Financial Planning | Boise, Idaho | CFP | Percentage of assets, Hourly, Fixed fees | | [Eric Udvari](https://find.wellspent.co/advisors/eric-udvari.md) | Howe & Rusling | Boise, Idaho | CFP | Percentage of assets, Fixed fees | | [Gavin Gamboa](https://find.wellspent.co/advisors/gavin-gamboa.md) | Fiduciary Financial Group | Boise, Idaho | | Percentage of assets, Fixed fees | | [Justin Lunt](https://find.wellspent.co/advisors/justin-lunt.md) | Scratch Capital | Boise, Idaho | | Percentage of assets, Fixed fees | | [Samuel Tidd](https://find.wellspent.co/advisors/samuel-tidd.md) | Scratch Capital | Boise, Idaho | | Percentage of assets, Fixed fees | | [Andrew Waymire](https://find.wellspent.co/advisors/andrew-waymire.md) | Perspective Wealth Partners | Boise, Idaho | | Percentage of assets | | [Benjamin Warren](https://find.wellspent.co/advisors/benjamin-warren.md) | Tumwater Wealth Management | Boise, Idaho | CFA | Percentage of assets, Fixed fees | | [Grant Van Nostrand](https://find.wellspent.co/advisors/grant-van-nostrand.md) | Van Nostrand Wealth Management | Boise, Idaho | | Flat fee or retainer | | [James Bailey](https://find.wellspent.co/advisors/james-bailey.md) | Perspective Wealth Partners | Boise, Idaho | | Percentage of assets | | [Joseph Freeman](https://find.wellspent.co/advisors/joseph-freeman.md) | Private Wealth Advisors | Boise, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Kevin Malone](https://find.wellspent.co/advisors/kevin-malone.md) | Malone Wealth Ventures | Boise, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Matthew Hollands](https://find.wellspent.co/advisors/matthew-hollands.md) | Figure 8 Investment Strategies | Boise, Idaho | CFA | Percentage of assets, Fixed fees | | [Paige Moon](https://find.wellspent.co/advisors/paige-moon.md) | Perspective Wealth Partners | Boise, Idaho | | Percentage of assets | | [Rebekah Adams](https://find.wellspent.co/advisors/rebekah-adams.md) | Perspective Wealth Partners | Boise, Idaho | | Percentage of assets | | [Skyler Eubank](https://find.wellspent.co/advisors/skyler-eubank.md) | Perspective Wealth Partners | Boise, Idaho | | Percentage of assets | | [Tara Newton](https://find.wellspent.co/advisors/tara-newton.md) | Perspective Wealth Partners | Boise, Idaho | | Percentage of assets | | [Travis Schaat](https://find.wellspent.co/advisors/travis-schaat.md) | Perspective Wealth Partners | Boise, Idaho | | Percentage of assets | | [Travis Stright](https://find.wellspent.co/advisors/travis-stright.md) | Figure 8 Investment Strategies | Boise, Idaho | CFA | Percentage of assets, Fixed fees | | [Johann Simpson](https://find.wellspent.co/advisors/johann-simpson.md) | Aspen Capital Management | Boise, Idaho | | Percentage of assets, Fixed fees | | [Maranda Barnhart](https://find.wellspent.co/advisors/maranda-barnhart.md) | Aspen Capital Management | Boise, Idaho | | Percentage of assets, Fixed fees | | [Michael Keller](https://find.wellspent.co/advisors/michael-keller.md) | Aspen Capital Management | Boise, Idaho | | Percentage of assets, Fixed fees | | [Mike Mers](https://find.wellspent.co/advisors/mike-mers.md) | Aspen Capital Management | Boise, Idaho | | Percentage of assets, Fixed fees | | [Nathan Burman](https://find.wellspent.co/advisors/nathan-burman.md) | Aspen Capital Management | Boise, Idaho | | Percentage of assets, Fixed fees | | [Rachel Lysne](https://find.wellspent.co/advisors/rachel-lysne.md) | Aspen Capital Management | Boise, Idaho | | Percentage of assets, Fixed fees | | [Scott Warner](https://find.wellspent.co/advisors/scott-warner.md) | Aspen Capital Management | Boise, Idaho | | Percentage of assets, Fixed fees | | [Trevor Hotmer](https://find.wellspent.co/advisors/trevor-hotmer.md) | Aspen Capital Management | Boise, Idaho | | Percentage of assets, Fixed fees | | [Christopher Hersh](https://find.wellspent.co/advisors/christopher-hersh.md) | Tumwater Wealth Management | Boise, Idaho | | Percentage of assets, Fixed fees | | [Marisa Shalz](https://find.wellspent.co/advisors/marisa-shalz.md) | Figure 8 Investment Strategies | Boise, Idaho | | Percentage of assets, Fixed fees | | [Owen Quast](https://find.wellspent.co/advisors/owen-quast.md) | Tumwater Wealth Management | Boise, Idaho | | Percentage of assets, Fixed fees | | [Matthew Gjevre](https://find.wellspent.co/advisors/matthew-gjevre.md) | Howe & Rusling | Boise, Idaho | | Percentage of assets, Fixed fees | | [Alexander Clendennen](https://find.wellspent.co/advisors/alexander-clendennen.md) | Venturi Private Wealth | Boise, Idaho | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Creed](https://find.wellspent.co/advisors/christopher-creed.md) | Venturi Private Wealth | Boise, Idaho | CFP | Percentage of assets, Hourly, Fixed fees | | [David Wilhite](https://find.wellspent.co/advisors/david-wilhite.md) | Advanced Financial Solutions | Boise, Idaho | CFP, ChFC | Percentage of assets, Fixed fees | | [Jay Willcox](https://find.wellspent.co/advisors/jay-willcox.md) | Venturi Private Wealth | Boise, Idaho | CFP | Percentage of assets, Hourly, Fixed fees | | [Nathan Tarver](https://find.wellspent.co/advisors/nathan-tarver.md) | Wood Tarver Financial | Boise, Idaho | CFP | Percentage of assets, Hourly, Fixed fees | | [Russell Norwood](https://find.wellspent.co/advisors/russell-norwood.md) | Venturi Private Wealth | Boise, Idaho | CFP | Percentage of assets, Hourly, Fixed fees | | [William Overton](https://find.wellspent.co/advisors/william-overton-7160360.md) | Advanced Financial Solutions | Boise, Idaho | CFP | Percentage of assets, Fixed fees | | [John McEntire](https://find.wellspent.co/advisors/john-mcentire.md) | Venturi Private Wealth | Boise, Idaho | CFA | Percentage of assets, Hourly, Fixed fees | | [Nathan Oakley](https://find.wellspent.co/advisors/nathan-oakley.md) | Mountain Pacific Investment Advisers | Boise, Idaho | CFA | Percentage of assets, Fixed fees | | [Paul White](https://find.wellspent.co/advisors/paul-white.md) | Berkeley | Boise, Idaho | CFA | Percentage of assets, Hourly, Fixed fees | | [Richard Banks](https://find.wellspent.co/advisors/richard-banks.md) | Venturi Private Wealth | Boise, Idaho | CFA | Percentage of assets, Hourly, Fixed fees | | [Amanda Writer](https://find.wellspent.co/advisors/amanda-writer.md) | Wood Tarver Financial | Boise, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Bruce Reeder](https://find.wellspent.co/advisors/bruce-reeder.md) | Mountain Pacific Investment Advisers | Boise, Idaho | | Percentage of assets, Fixed fees | | [Caleb Howard](https://find.wellspent.co/advisors/caleb-howard.md) | Weigelfam | Boise, Idaho | | Percentage of assets, Fixed fees | | [Cole Edmiston](https://find.wellspent.co/advisors/cole-edmiston.md) | Venturi Private Wealth | Boise, Idaho | | Percentage of assets, Hourly, Fixed fees | | [David Tarver](https://find.wellspent.co/advisors/david-tarver.md) | Wood Tarver Financial | Boise, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Donovan Shekhdar](https://find.wellspent.co/advisors/donovan-shekhdar.md) | Venturi Private Wealth | Boise, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Emily McCracken](https://find.wellspent.co/advisors/emily-mccracken.md) | Venturi Private Wealth | Boise, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Eric Tarver](https://find.wellspent.co/advisors/eric-tarver.md) | Wood Tarver Financial | Boise, Idaho | | Percentage of assets, Hourly, Fixed fees | | [George Clark](https://find.wellspent.co/advisors/george-clark.md) | Venturi Private Wealth | Boise, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Grant Kinchen](https://find.wellspent.co/advisors/grant-kinchen.md) | Venturi Private Wealth | Boise, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Hannah Katzenstein](https://find.wellspent.co/advisors/hannah-katzenstein.md) | Venturi Private Wealth | Boise, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Johanna Adleson](https://find.wellspent.co/advisors/johanna-adleson.md) | Libra Wealth | Boise, Idaho | | Hourly, Fixed fees | | [Jon Hendrickson](https://find.wellspent.co/advisors/jon-hendrickson.md) | Berkeley | Boise,, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Jordan Boyd](https://find.wellspent.co/advisors/jordan-boyd.md) | Wood Tarver Financial | Boise, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Juan Valdes](https://find.wellspent.co/advisors/juan-valdes.md) | Venturi Private Wealth | Boise, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Kent Mitchell](https://find.wellspent.co/advisors/kent-mitchell.md) | Venturi Private Wealth | Boise, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Matthew Bishop](https://find.wellspent.co/advisors/matthew-bishop.md) | The Archer Consulting Group | Boise, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Matthew Lindstrom](https://find.wellspent.co/advisors/matthew-lindstrom.md) | Mountain Pacific Investment Advisers | Boise, Idaho | | Percentage of assets, Fixed fees | | [Matthew Maxcy](https://find.wellspent.co/advisors/matthew-maxcy.md) | Venturi Private Wealth | Boise, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Nicholas Zinsmeyer](https://find.wellspent.co/advisors/nicholas-zinsmeyer.md) | Venturi Private Wealth | Boise, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Nicolas Ramirez](https://find.wellspent.co/advisors/nicolas-ramirez.md) | Venturi Private Wealth | Boise, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Rachael Wyatt](https://find.wellspent.co/advisors/rachael-wyatt.md) | Venturi Private Wealth | Boise, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Rashe Elliott](https://find.wellspent.co/advisors/rashe-elliott.md) | Mountain Pacific Investment Advisers | Boise, Idaho | | Percentage of assets, Fixed fees | | [Richard Lee](https://find.wellspent.co/advisors/richard-lee-7319753.md) | Truenorth Wealth | Boise, Idaho | | Percentage of assets, Hourly | | [Roger Nicholls](https://find.wellspent.co/advisors/roger-nicholls.md) | Best Life Infinity | Boise, Idaho | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Timothy Brown](https://find.wellspent.co/advisors/timothy-brown.md) | Montis Financial | Boise, Idaho | | Percentage of assets, Hourly, Fixed fees | | [William Palumbo](https://find.wellspent.co/advisors/william-palumbo.md) | Mountain Pacific Investment Advisers | Boise, Idaho | | Percentage of assets, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).