Financial advisors for retirement planning in Idaho
Which financial advisor should I talk to about retirement planning in Idaho?
For retirement planning in Idaho, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Ronald Strobel of Retire Sensibly LLC, Greg McCall of Eagle Financial Planning and Hannah Spillman of Perspective Wealth Partners.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Ronald Strobel Retire Sensibly LLC, Meridian Holds the RICP and CFP. Fees on file: percentage of assets, fixed fees.
- Greg McCall Eagle Financial Planning, Eagle Holds the RICP and CFP. Fees on file: percentage of assets, fixed fees.
- Hannah Spillman Perspective Wealth Partners, Boise 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.
- Scott Terry Summit Wealth & Retirement Partners, Eagle Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Joseph Maddux Cooper Norman Wealth, Idaho Falls Holds the CFP. Fees on file: percentage of assets.
How many fee-only financial advisors in Idaho work on retirement planning?
The Wellspent public graph lists 62 fee-only advisors for retirement planning in Idaho, at 32 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for retirement planning in Idaho located?
Of the 62 fee-only advisors for retirement planning in Idaho, 23 are in Boise, followed by 10 in Eagle and 10 in Meridian.
Plus 10 in other cities.
How do fee-only advisors for retirement planning in Idaho charge?
The most common fee among fee-only advisors for retirement planning in Idaho is a percentage of assets, used by 95% of the 62 with fees on file. Many use more than one: 45% charge fixed fees and 31% charge by the hour.
What credentials should a financial advisor for retirement planning have?
For retirement planning, look for the RICP and CFP. In Idaho, 37% of the 62 advisors listed hold the CFP.
- RICP3% in Idaho
- The RICP is built around retirement income specifically.
- CFP37% in Idaho
- The CFP covers income, tax, insurance, and estate decisions together.
How do Idaho advisors for retirement planning compare with the rest of the US?
31% of fee-only advisors for retirement planning in Idaho charge by the hour, compared with 45% of the 7,304 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 retirement planning.
Does Idaho tax Social Security?
No. Idaho doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor about retirement planning in Idaho?
- How do you decide which accounts I draw from first?
- When would you have me claim Social Security, and why?
- How do you handle a bad market in my first years of retirement?
- Will you run Roth conversion scenarios for me each year?
- How does Idaho tax each source of my retirement income?
How current is this list of fee-only advisors for retirement 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 62 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 |
| Ronald Strobel | Retire Sensibly LLC | Meridian | CFP, RICP | Percentage of assets, Fixed fees |
| Thatcher Taylor | ProPath Financial | Meridian | CFP, MBA | 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 |
| Ismael Garcia | Garcia Financial Planning | Meridian | CFP | Percentage of assets, Ongoing planning fee |
| 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 |
| Jennifer Butler | Summit Wealth & Retirement Partners | Eagle | CFP | Percentage of assets, One-time planning fee |
| Nicholas Lemus | Summit Wealth & Retirement Partners | Eagle | CFP, CFA | Percentage of assets, One-time planning fee |
| Scott Terry | Summit Wealth & Retirement Partners | Eagle | CFP | Percentage of assets, One-time planning fee |
| Brad Williams | WS Wealth Management | Sandpoint | PFS | Percentage of assets, Hourly |
| Brandon Richins | Next Level Wealth Planning | Meridian | CFP | 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 |
| Jacob McCarney | Next Level Wealth Planning | Meridian | CFP | Percentage of assets, Hourly |
| Michael Aboussie | Next Level Wealth Planning | Meridian | CFP | Percentage of assets, Hourly |
| Michael Bisbee | Enduro Wealth | Eagle | CFP | Percentage of assets, Hourly |
| Richard Boss | Table Rock Financial Planning, LLC. | Boise | CFP | Hourly, One-time planning fee |
| James Liotta | Prominence Capital Wealth Management Advisors | Eagle | CFP | Percentage of assets |
| Lavea Thomas | Aspen Capital Management | Boise | CFP | Percentage of assets, Fixed fees |
| Lisa Donnelley | Harris Wealth Management | Twin Falls | PFS | Percentage of assets, Hourly |
| Mark Stein | Galvin, Gaustad & Stein | Boise | CFP | 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 |
| 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 |
| David Gorham | Liftoff Financial Planning | Pocatello | Not listed | Percentage of assets, Flat fee or retainer |
| Harold Porter | Summit Wealth & Retirement Partners | Eagle | Not listed | Percentage of assets, One-time planning fee |
| Jackson Murray | Intermountain Wealth Management | Idaho Falls | Not listed | Percentage of assets |
| Andrew Waymire | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Chad Majors | Next Level Wealth Planning | Meridian | Not listed | Percentage of assets, Hourly |
| Claireese Baggao | Layline Financial | Sandpoint | Not listed | Ongoing planning fee, Percentage of assets |
| Grant Van Nostrand | Van Nostrand Wealth Management | Boise | Not listed | Flat fee or retainer |
| Gregory Peterson | Statherós Financial Solutions | Hailey | PFS | Percentage of assets |
| James Bailey | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Joseph Freeman | Private Wealth Advisors | Boise | Not listed | Percentage of assets, Hourly |
| Kaden McCarney | Next Level Wealth Planning | Meridian | Not listed | Percentage of assets, Hourly |
| 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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