Financial advisors for founders in Idaho
Which financial advisor should I talk to as a founder in Idaho?
For founders in Idaho, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Jessica Smith of Vitality Wealth, Ismael Garcia of Garcia Financial Planning and Joseph Maddux of Cooper Norman Wealth.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Jessica Smith Vitality Wealth, Meridian Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Ismael Garcia Garcia Financial Planning, Meridian Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Joseph Maddux Cooper Norman Wealth, Idaho Falls 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.
- Hannah Spillman Perspective Wealth Partners, Boise 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.
How many fee-only financial advisors in Idaho work with founders?
The Wellspent public graph lists 27 fee-only advisors for founders in Idaho, at 13 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for founders in Idaho located?
Of the 27 fee-only advisors for founders in Idaho, 14 are in Boise, followed by 5 in Meridian and 3 in Idaho Falls.
Plus 2 in other cities.
How do fee-only advisors for founders in Idaho charge?
The most common fee among fee-only advisors for founders in Idaho is a percentage of assets, used by 93% of the 27 with fees on file. Many use more than one: 37% charge fixed fees and 22% charge by the hour.
What credentials should a financial advisor for founders have?
For founders, look for the CPA, CFP and CFA. In Idaho, 30% of the 27 advisors listed hold the CFP.
- CPA4% in Idaho
- CPAs can model deal structure and the tax on proceeds.
- CFP30% in Idaho
- The CFP covers life after the exit, not only the sale.
- CFA4% in Idaho
- The CFA helps with investing a large sum at once.
How do Idaho advisors for founders compare with the rest of the US?
22% of fee-only advisors for founders in Idaho charge by the hour, compared with 46% of the 3,000 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 founders.
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.
What happens to stock pay if you move to or from Idaho?
States often tax stock pay based on where you worked between grant and vesting, so a move to or from Idaho can split that income across states. Tell any advisor about moves during a vesting period.
What should I ask a financial advisor as a founder in Idaho?
- How many clients have you taken through an exit, and at what size?
- How would you check whether my shares qualify for QSBS?
- What should I do before a term sheet that I can't do after?
- How would you invest the proceeds in the first year?
- How will you plan for Idaho tax alongside federal tax?
- If I move before my grants vest, which states can tax them?
How current is this list of fee-only advisors for founders 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 27 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Matt Cooley | Inspire Wealth Partners | Boise | CFP | Flat fee or retainer, Ongoing planning fee |
| Jessica Smith | Vitality Wealth | Meridian | CFP, CPA, MAcc | Percentage of assets, Ongoing planning fee |
| Wade Calvert | BZ Wealth Advisors, LLC | Meridian | CFP | Percentage of assets, Fixed fees |
| Ismael Garcia | Garcia Financial Planning | Meridian | CFP | Percentage of assets, Ongoing planning fee |
| 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 |
| Brad Williams | WS Wealth Management | Sandpoint | PFS | Percentage of assets, Hourly |
| Eric Story | Cooper Norman Wealth | Idaho Falls | PFS | Percentage of assets |
| Hannah Spillman | Perspective Wealth Partners | Boise | CFP | Percentage of assets |
| Derek Jones | Scratch Capital | Boise | CFA | 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 |
| Nathan Rydalch | Cooper Norman Wealth | Idaho Falls | Not listed | Percentage of assets |
| Andrew Lunt | Scratch Capital | Boise | Not listed | Percentage of assets, Fixed fees |
| Carson Simpson | C.S. Wealth | Carey | Not listed | Flat fee or retainer, One-time planning fee |
| 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 |
| 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 |
| James Bailey | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| 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 |
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