Financial advisors for estate planning in Idaho
Which financial advisor should I talk to about estate planning in Idaho?
For estate planning in Idaho, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Jordan Haines of Drucker Wealth, Mitch Hamer of Intersecting Wealth and Aaron Freeman of Snake River Investment Counsel.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Jordan Haines Drucker Wealth, Kuna Holds the CFP. Fees on file: percentage of assets.
- Mitch Hamer Intersecting Wealth, Northbrook Holds the CFP. Fees on file: flat fee or retainer, one-time planning fee.
- Aaron Freeman Snake River Investment Counsel, Idaho Falls Holds the CFP. Fees on file: percentage of assets.
- Joseph Maddux Cooper Norman Wealth, Idaho Falls Holds the CFP. Fees on file: percentage of assets.
- Matt Cooley Inspire Wealth Partners, Boise Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Michael Bisbee Enduro Wealth, Eagle Holds the CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Idaho work on estate planning?
The Wellspent public graph lists 46 fee-only advisors for estate planning in Idaho, at 23 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for estate planning in Idaho located?
Of the 46 fee-only advisors for estate planning in Idaho, 21 are in Boise, followed by 7 in Idaho Falls and 4 in Eagle.
Plus 9 in other cities.
How do fee-only advisors for estate planning in Idaho charge?
The most common fee among fee-only advisors for estate planning in Idaho is a percentage of assets, used by 96% of the 46 with fees on file. Many use more than one: 65% charge fixed fees and 26% charge by the hour.
What credentials should a financial advisor for estate planning have?
For estate planning, look for the CFP. In Idaho, 26% of the 46 advisors listed hold the CFP.
- CFP26% in Idaho
- The CFP includes estate planning and keeps it tied to the whole plan.
How do Idaho advisors for estate planning compare with the rest of the US?
26% of fee-only advisors for estate planning in Idaho hold the CFP, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Idaho. Light bars are all US advisors for estate planning.
Does Idaho have an estate or inheritance tax?
No. Idaho has no state estate or inheritance tax, so the federal rules are the main ones to plan around.
Is Idaho a community property state?
Yes. Idaho is a community property state, which shapes how married couples title assets and what happens to cost basis at death.
What should I ask a financial advisor about estate planning in Idaho?
- Do you review my beneficiary designations and account titling?
- Which estate attorneys do you work with, and how do you split the work?
- How would you plan around the state rules that apply to me?
- How often will we revisit the plan?
- If I own property in another state, could its estate tax apply?
- How would community property rules change how we title our assets?
How current is this list of fee-only advisors for estate planning in Idaho?
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 46 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Matt Cooley | Inspire Wealth Partners | Boise | CFP | Flat fee or retainer, Ongoing planning fee |
| Greg McCall | Eagle Financial Planning | Eagle | CFP, ChFC, RICP | Percentage of assets, Fixed fees |
| Aaron Freeman | Snake River Investment Counsel | Idaho Falls | CFP | Percentage of assets |
| Christian Moon | Snake River Investment Counsel | Idaho Falls | CFP, CFA | Percentage of assets |
| Jordan Haines | Drucker Wealth | Kuna | CFP | Percentage of assets |
| Mitch Hamer The intersection of financial planning, investment management, and life plans for high performers. | Intersecting Wealth | Northbrook | CFP | Flat fee or retainer, One-time planning fee |
| Joseph Maddux | Cooper Norman Wealth | Idaho Falls | CFP | Percentage of assets |
| Gregory Rice | Enduring Wealth Management | Meridian | CFP | Percentage of assets |
| Alexander Kochanasz | Gannett Wealth Advisors | Middleton | CFP | Percentage of assets, Fixed fees |
| Brad Williams | WS Wealth Management | Sandpoint | PFS | Percentage of assets, Hourly |
| Eric Story | Cooper Norman Wealth | Idaho Falls | PFS | Percentage of assets |
| Michael Bisbee | Enduro Wealth | Eagle | CFP | Percentage of assets, Hourly |
| Derek Jones | Scratch Capital | Boise | CFA | Percentage of assets, Fixed fees |
| Lavea Thomas | Aspen Capital Management | Boise | CFP | Percentage of assets, Fixed fees |
| Lisa Donnelley | Harris Wealth Management | Twin Falls | PFS | Percentage of assets, Hourly |
| Robert Shappee | Harris Wealth Management | Meridian | PFS | Percentage of assets, Hourly |
| Taj Pereira | Aspen Capital Management | Boise | CFP | Percentage of assets, Fixed fees |
| Kevin Hoyle | Kaiyo Wealth | Couer D Alene | Not listed | Percentage of assets |
| Melissa Lowther | Alturas Wealth Management | Eagle | PFS | Percentage of assets, Hourly |
| Nathan Rydalch | Cooper Norman Wealth | Idaho Falls | Not listed | Percentage of assets |
| Roberta Newhouse | Alturas Wealth Management | Eagle | PFS | Percentage of assets, Hourly |
| Andrew Lunt | Scratch Capital | Boise | Not listed | Percentage of assets, Fixed fees |
| Bryce Anderson | Intermountain Wealth Management | Idaho Falls | Not listed | Percentage of assets |
| Charles Copeland | Elevage Partners | Marsing | Not listed | Percentage of assets, Hourly |
| David Brandt | Harris Wealth Management | Twin Falls | Not listed | Percentage of assets, Hourly |
| Gavin Gamboa | Fiduciary Financial Group | Boise | Not listed | Percentage of assets, Fixed fees |
| Jackson Murray | Intermountain Wealth Management | Idaho Falls | Not listed | Percentage of assets |
| Justin Lunt | Scratch Capital | Boise | Not listed | Percentage of assets, Fixed fees |
| Samuel Tidd | Scratch Capital | Boise | Not listed | Percentage of assets, Fixed fees |
| Benjamin Warren | Tumwater Wealth Management | Boise | CFA | Percentage of assets, Fixed fees |
| Claireese Baggao | Layline Financial | Sandpoint | Not listed | Ongoing planning fee, Percentage of assets |
| Corey Thacker | Gannett Wealth Advisors | Middleton | Not listed | Percentage of assets, Fixed fees |
| Grant Van Nostrand | Van Nostrand Wealth Management | Boise | Not listed | Flat fee or retainer |
| Joseph Freeman | Private Wealth Advisors | Boise | Not listed | Percentage of assets, Hourly |
| Nick Krautscheid | Gannett Wealth Advisors | Middleton | Not listed | 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 |
| Mark Dougal | Pacific Crest Wealth Management | Nampa | Not listed | Percentage of assets, Hourly |
| 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 |
| Owen Quast | Tumwater Wealth Management | Boise | Not listed | Percentage of assets, Fixed fees |
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