Financial advisors for tax planning in Idaho
Which financial advisor should I talk to about tax planning in Idaho?
For tax planning in Idaho, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Robert Schoonmaker of Matterhorn Financial Planning LLC, Jessica Smith of Vitality 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.
- Robert Schoonmaker Matterhorn Financial Planning LLC, Pocatello Holds the CPA and CFP. Fees on file: hourly.
- Jessica Smith Vitality Wealth, Meridian Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Aaron Freeman Snake River Investment Counsel, 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.
- Scott Terry Summit Wealth & Retirement Partners, Eagle Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Jordan Haines Drucker Wealth, Kuna Holds the CFP. Fees on file: percentage of assets.
How many fee-only financial advisors in Idaho work on tax planning?
The Wellspent public graph lists 51 fee-only advisors for tax 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 tax planning in Idaho located?
Of the 51 fee-only advisors for tax planning in Idaho, 15 are in Boise, followed by 8 in Eagle and 8 in Rexburg.
Plus 12 in other cities.
How do fee-only advisors for tax planning in Idaho charge?
The most common fee among fee-only advisors for tax planning in Idaho is a percentage of assets, used by 94% of the 51 with fees on file. Many use more than one: 45% charge fixed fees and 24% charge by the hour.
What credentials should a financial advisor for tax planning have?
For tax planning, look for the CPA and CFP. In Idaho, 29% of the 51 advisors listed hold the CFP.
- CPA4% in Idaho
- CPAs bring broad tax and accounting depth.
- CFP29% in Idaho
- The CFP connects tax decisions to the rest of the plan.
How do Idaho advisors for tax planning compare with the rest of the US?
29% of fee-only advisors for tax planning in Idaho hold the CFP, compared with 50% of the 5,860 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 tax planning.
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 should I ask a financial advisor about tax planning in Idaho?
- Do you prepare my return, or coordinate with my preparer?
- Will you give me a written multi-year tax projection?
- What tax decisions would you want to make with me before year end?
- How do you weigh tax savings against investment risk?
- How will you plan for Idaho tax alongside federal tax?
How current is this list of fee-only advisors for tax 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 51 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 |
| Robert Schoonmaker | Matterhorn Financial Planning LLC | Pocatello | CFP, CPA, MAcc, RLP | Hourly |
| Ronald Strobel | Retire Sensibly LLC | Meridian | CFP, 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 |
| Ismael Garcia | Garcia Financial Planning | Meridian | CFP | Percentage of assets, Ongoing planning fee |
| Jordan Haines | Drucker Wealth | Kuna | 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 |
| Alexander Kochanasz | Gannett Wealth Advisors | Middleton | CFP | Percentage of assets, Fixed fees |
| Brad Williams | WS Wealth Management | Sandpoint | PFS | Percentage of assets, Hourly |
| Hannah Spillman | Perspective Wealth Partners | Boise | CFP | Percentage of assets |
| Michael Bisbee | Enduro Wealth | Eagle | CFP | Percentage of assets, Hourly |
| Derek Jones | Scratch Capital | Boise | CFA | Percentage of assets, Fixed fees |
| James Liotta | Prominence Capital Wealth Management Advisors | Eagle | CFP | Percentage of assets |
| Lisa Donnelley | Harris Wealth Management | Twin Falls | PFS | Percentage of assets, Hourly |
| Robert Shappee | Harris Wealth Management | Meridian | PFS | Percentage of assets, Hourly |
| Kevin Hoyle | Kaiyo Wealth | Couer D Alene | Not listed | Percentage of assets |
| Melissa Lowther | Alturas Wealth Management | Eagle | PFS | Percentage of assets, Hourly |
| 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 |
| 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 |
| 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 |
| 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 |
| James Bailey | Perspective Wealth Partners | Boise | Not listed | Percentage of assets |
| Nick Krautscheid | Gannett Wealth Advisors | Middleton | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Eric Martin | Concinnus Financial | Post Falls | Not listed | Percentage of assets, Hourly |
| Molly Martin | Concinnus Financial | Post Falls | Not listed | Percentage of assets, Hourly |
| Brett Cordingley | Centennial Wealth Management | Rexburg | Not listed | Percentage of assets, Fixed fees |
| Colten Cordingley | Centennial Wealth Management | Rexburg | Not listed | Percentage of assets, Fixed fees |
| Curtis Simmons | Centennial Wealth Management | Rexburg | Not listed | Percentage of assets, Fixed fees |
| Holly Miller | Centennial Wealth Management | Rexburg | Not listed | Percentage of assets, Fixed fees |
| Julie Kostelecky | Centennial Wealth Management | Rexburg | Not listed | Percentage of assets, Fixed fees |
| Keaton Parkinson | Centennial Wealth Management | Rexburg | Not listed | Percentage of assets, Fixed fees |
| Luke Sutton | Centennial Wealth Management | Rexburg | Not listed | Percentage of assets, Fixed fees |
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