Fee-only financial advisors in Meridian, Idaho
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Jessica Smith Vitality Wealth Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Ismael Garcia Garcia Financial Planning Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Michael Aboussie Next Level Wealth Planning Holds the CFP. Fees on file: percentage of assets, hourly.
- John Roslund Roslund, John Cabell Holds the CFP. Fees on file: percentage of assets, hourly.
- Thatcher Taylor ProPath Financial Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Gregory Rice Enduring Wealth Management Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 30
- Firms
- 17
- Hold the CFP
- 33%
- Other credentials: CFA 3% · CPA 3%
- How they charge (of 30 with fees on file): percentage of assets 100% · fixed fees 77% · hourly 70% · ongoing planning fee 7%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
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Questions about fee-only advisors in Meridian
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.
All 30 advisors in Meridian
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jessica Smith | Vitality Wealth | Meridian | CFP, CPA, MAcc | Percentage of assets, Ongoing planning fee |
| Ronald Strobel | Retire Sensibly LLC | Meridian | CFP, RICP | Percentage of assets, Fixed fees |
| Wade Calvert | BZ Wealth Advisors, LLC | Meridian | CFP | Percentage of assets, Fixed fees |
| Thatcher Taylor | ProPath Financial | Meridian | CFP, MBA | Percentage of assets, Fixed fees |
| Ismael Garcia | Garcia Financial Planning | Meridian | CFP | Percentage of assets, Ongoing planning fee |
| Gregory Rice | Enduring Wealth Management | Meridian | CFP | Percentage of assets |
| Brandon Richins | Next Level Wealth Planning | Meridian | CFP | Percentage of assets, Hourly |
| Jacob McCarney | Next Level Wealth Planning | Meridian | CFP | Percentage of assets, Hourly |
| Michael Aboussie | Next Level Wealth Planning | Meridian | CFP | Percentage of assets, Hourly |
| Robert Shappee | Harris Wealth Management | Meridian | PFS | Percentage of assets, Hourly |
| Chad Majors | Next Level Wealth Planning | Meridian | Not listed | Percentage of assets, Hourly |
| Kaden McCarney | Next Level Wealth Planning | Meridian | Not listed | Percentage of assets, Hourly |
| Timothy Schwarzenberger | Inspire Investing | Meridian | CFA | Percentage of assets, Hourly |
| Kim Miller | Viewpoint Advisory | Meridian | Not listed | Percentage of assets |
| Daniel Mastrolonardo | Inspire Investing | Meridian | Not listed | Percentage of assets, Hourly |
| Joshua Hanna | Inspire Investing | Meridian | Not listed | Percentage of assets, Hourly |
| Peter San | Inspire Investing | Meridian | Not listed | Percentage of assets, Hourly |
| Robert Netzly | Inspire Investing | Meridian | Not listed | Percentage of assets, Hourly |
| Ryan Wickersham | Inspire Investing | Meridian | Not listed | Percentage of assets, Hourly |
| Travis Yenor | Inspire Investing | Meridian | Not listed | Percentage of assets, Hourly |
| William Stoner | Inspire Investing | Meridian | Not listed | Percentage of assets, Hourly |
| Zachary Stone | Inspire Investing | Meridian | Not listed | Percentage of assets, Hourly |
| Zachary Tornquist | Inspire Investing | Meridian | Not listed | Percentage of assets, Hourly |
| John Roslund | Roslund, John Cabell | Meridian | CFP | Percentage of assets, Hourly |
| Gilbert Wiseman | Strait & Sound | Meridian | Not listed | Percentage of assets, Hourly |
| Jason Hawke | Hawke Financial Group | Meridian | Not listed | Percentage of assets, Hourly |
| Jonathan Warner | Continuum Advisory | Meridian | Not listed | Percentage of assets, Hourly |
| Justin Boyd | Delta Financial Advisory | Meridian | Not listed | Percentage of assets, Hourly |
| Lauren Strobel | Retire Sensibly | Meridian | Not listed | Percentage of assets, Fixed fees |
| Nathaniel Holden | Core Wealth Partners | Meridian | Not listed | Percentage of assets |
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