Fee-only financial advisors in Boise, Idaho
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Megan Parrish Berkeley, Inc. Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Lisa Cooper Figure 8 Investment Strategies Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Richard Boss Table Rock Financial Planning, LLC. Holds the CFP. Fees on file: hourly, one-time planning fee.
- Hannah Spillman Perspective Wealth Partners Holds the CFP. Fees on file: percentage of assets.
- William Heyer Boise River Financial Planning Holds the CFP. Fees on file: one-time planning fee, hourly.
- Matt Cooley Inspire Wealth Partners Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
By the numbers
- Advisors listed
- 80
- Firms
- 27
- Cities
- 2
- Hold the CFP
- 24%
- Other credentials: CFA 13% · ChFC 1%
- How they charge (of 80 with fees on file): percentage of assets 94% · fixed fees 83% · hourly 48% · one-time planning fee 5%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Boise by what you need
Find an advisor in Idaho by fee, assets, or credential
Questions about fee-only advisors in Boise
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.
All 80 advisors in Boise
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Matt Cooley | Inspire Wealth Partners | Boise | CFP | Flat fee or retainer, Ongoing planning fee |
| William Heyer | Boise River Financial Planning | Boise | CFP | One-time planning fee, Hourly |
| Collin Todd | Arc Advisers, LLC | Boise | CFP | Ongoing planning fee, One-time planning fee |
| Megan Parrish | Berkeley, Inc. | Boise | CFP, CFA | Percentage of assets, Hourly |
| Hannah Spillman | Perspective Wealth Partners | Boise | CFP | Percentage of assets |
| Richard Boss | Table Rock Financial Planning, LLC. | Boise | CFP | Hourly, One-time planning fee |
| Derek Jones | Scratch Capital | Boise | CFA | Percentage of assets, Fixed fees |
| Lavea Thomas | Aspen Capital Management | Boise | CFP | Percentage of assets, Fixed fees |
| Mark Stein | Galvin, Gaustad & Stein | Boise | CFP | Percentage of assets, Hourly |
| Taj Pereira | Aspen Capital Management | Boise | CFP | Percentage of assets, Fixed fees |
| Lisa Cooper | Figure 8 Investment Strategies | Boise | CFP, CFA | Percentage of assets, Fixed fees |
| Andrew Lunt | Scratch Capital | Boise | Not listed | Percentage of assets, Fixed fees |
| Bill Heyer | Boise River Financial Planning | Boise | CFP | Percentage of assets, Hourly |
| Eric Udvari | Howe & Rusling | Boise | CFP | Percentage of assets, Fixed fees |
| Gavin Gamboa | Fiduciary Financial Group | Boise | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Grant Van Nostrand | Van Nostrand Wealth Management | Boise | Not listed | Flat fee or retainer |
| James Bailey | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Joseph Freeman | Private Wealth Advisors | Boise | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Trevor Hotmer | Aspen Capital Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Christopher Hersh | Tumwater Wealth Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Marisa Shalz | Figure 8 Investment Strategies | Boise | Not listed | Percentage of assets, Fixed fees |
| Owen Quast | Tumwater Wealth Management | Boise | Not listed | Percentage of assets, Fixed fees |
| Matthew Gjevre | Howe & Rusling | Boise | Not listed | Percentage of assets, Fixed fees |
| Alexander Clendennen | Venturi Private Wealth | Boise | CFP | Percentage of assets, Hourly |
| Christopher Creed | Venturi Private Wealth | Boise | CFP | Percentage of assets, Hourly |
| David Wilhite | Advanced Financial Solutions | Boise | CFP, ChFC | Percentage of assets, Fixed fees |
| Jay Willcox | Venturi Private Wealth | Boise | CFP | Percentage of assets, Hourly |
| Nathan Tarver | Wood Tarver Financial | Boise | CFP | Percentage of assets, Hourly |
| Russell Norwood | Venturi Private Wealth | Boise | CFP | Percentage of assets, Hourly |
| William Overton | Advanced Financial Solutions | Boise | CFP | Percentage of assets, Fixed fees |
| John McEntire | Venturi Private Wealth | Boise | CFA | Percentage of assets, Hourly |
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