# Fee-only financial advisors in Meridian, Idaho > Start with a fee-only advisor in Meridian whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jessica Smith of Vitality Wealth, Ismael Garcia of Garcia Financial Planning and Michael Aboussie of Next Level Wealth Planning, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/idaho/meridian/ 30 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 Meridian? Start with a fee-only advisor in Meridian whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jessica Smith of Vitality Wealth, Ismael Garcia of Garcia Financial Planning and Michael Aboussie of Next Level Wealth Planning, chosen for their credentials and fees on file. ## How many fee-only advisors in Meridian are there? The Wellspent public graph lists 30 fee-only advisors in Meridian, at 17 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Meridian focus on? The most common focus among fee-only advisors in Meridian is retirement planning (10), followed by retirees (8) and people close to retirement (8). Advisors can list more than one. ## How do fee-only advisors in Meridian charge? All 30 fee-only advisors in Meridian with fees on file charge a percentage of assets. Many use more than one: 77% charge fixed fees and 70% charge by the hour. ## How many fee-only advisors in Meridian hold the CFP? 33% of the 30 fee-only advisors in Meridian 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 Meridian? 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 | |---|---|---|---|---| | [Jessica Smith](https://find.wellspent.co/advisors/jessica-smith.md) | Vitality Wealth | Meridian, Idaho | CFP, CPA, MAcc | Percentage of assets, Ongoing planning fee | | [Ronald Strobel](https://find.wellspent.co/advisors/ronald-strobel.md) | Retire Sensibly LLC | Meridian, Idaho | CFP, RICP | Percentage of assets, Fixed fees | | [Wade Calvert](https://find.wellspent.co/advisors/wade-calvert.md) | BZ Wealth Advisors, LLC | Meridian, Idaho | CFP | Percentage of assets, Fixed fees | | [Thatcher Taylor](https://find.wellspent.co/advisors/thatcher-taylor.md) | ProPath Financial | Meridian, Idaho | CFP, MBA | Percentage of assets, Fixed fees | | [Ismael Garcia](https://find.wellspent.co/advisors/ismael-garcia.md) | Garcia Financial Planning | Meridian, Idaho | CFP | Percentage of assets, Ongoing planning fee | | [Gregory Rice](https://find.wellspent.co/advisors/gregory-rice.md) | Enduring Wealth Management | Meridian, Idaho | CFP | Percentage of assets | | [Brandon Richins](https://find.wellspent.co/advisors/brandon-richins.md) | Next Level Wealth Planning | Meridian, Idaho | CFP | Percentage of assets, Hourly, Fixed fees | | [Jacob McCarney](https://find.wellspent.co/advisors/jacob-mccarney.md) | Next Level Wealth Planning | Meridian, Idaho | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Aboussie](https://find.wellspent.co/advisors/michael-aboussie.md) | Next Level Wealth Planning | Meridian, Idaho | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Shappee](https://find.wellspent.co/advisors/robert-shappee.md) | Harris Wealth Management | Meridian, Idaho | PFS | Percentage of assets, Hourly, Fixed fees | | [Chad Majors](https://find.wellspent.co/advisors/chad-majors.md) | Next Level Wealth Planning | Meridian, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Kaden McCarney](https://find.wellspent.co/advisors/kaden-mccarney.md) | Next Level Wealth Planning | Meridian, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Timothy Schwarzenberger](https://find.wellspent.co/advisors/timothy-schwarzenberger.md) | Inspire Investing | Meridian, Idaho | CFA | Percentage of assets, Hourly, Fixed fees | | [Kim Miller](https://find.wellspent.co/advisors/kim-miller.md) | Viewpoint Advisory | Meridian, Idaho | | Percentage of assets | | [Daniel Mastrolonardo](https://find.wellspent.co/advisors/daniel-mastrolonardo.md) | Inspire Investing | Meridian, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Joshua Hanna](https://find.wellspent.co/advisors/joshua-hanna.md) | Inspire Investing | Meridian, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Peter San](https://find.wellspent.co/advisors/peter-san.md) | Inspire Investing | Meridian, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Robert Netzly](https://find.wellspent.co/advisors/robert-netzly.md) | Inspire Investing | Meridian, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Ryan Wickersham](https://find.wellspent.co/advisors/ryan-wickersham.md) | Inspire Investing | Meridian, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Travis Yenor](https://find.wellspent.co/advisors/travis-yenor.md) | Inspire Investing | Meridian, Idaho | | Percentage of assets, Hourly, Fixed fees | | [William Stoner](https://find.wellspent.co/advisors/william-stoner.md) | Inspire Investing | Meridian, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Zachary Stone](https://find.wellspent.co/advisors/zachary-stone.md) | Inspire Investing | Meridian, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Zachary Tornquist](https://find.wellspent.co/advisors/zachary-tornquist.md) | Inspire Investing | Meridian, Idaho | | Percentage of assets, Hourly, Fixed fees | | [John Roslund](https://find.wellspent.co/advisors/john-roslund.md) | Roslund, John Cabell | Meridian, Idaho | CFP | Percentage of assets, Hourly | | [Gilbert Wiseman](https://find.wellspent.co/advisors/gilbert-wiseman.md) | Strait & Sound | Meridian, Idaho | | Percentage of assets, Hourly | | [Jason Hawke](https://find.wellspent.co/advisors/jason-hawke.md) | Hawke Financial Group | Meridian, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Jonathan Warner](https://find.wellspent.co/advisors/jonathan-warner.md) | Continuum Advisory | Meridian, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Justin Boyd](https://find.wellspent.co/advisors/justin-boyd.md) | Delta Financial Advisory | Meridian, Idaho | | Percentage of assets, Hourly, Fixed fees | | [Lauren Strobel](https://find.wellspent.co/advisors/lauren-strobel.md) | Retire Sensibly | Meridian, Idaho | | Percentage of assets, Fixed fees | | [Nathaniel Holden](https://find.wellspent.co/advisors/nathaniel-holden.md) | Core Wealth Partners | Meridian, Idaho | | Percentage of assets | ## 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).