Fee-OnlyFinder

Advisers in Idaho

90 advisers in 19 Idaho cities, 90 registered with SEC or state.

Financial planning (68)Hourly fees (42)Flat / fixed fees (57)% of assets managed (86)Retirement plan consulting (33)

Cities

Boise32 advisersEagle12 advisersMeridian10 advisersIdaho Falls9 advisersKetchum5 advisersCoeur D'alene4 advisersAmmon3 advisersDriggs2 advisersSandpoint2 advisersPocatello2 advisersLewiston1 adviserCaldwell1 adviserTwin Falls1 adviserPost Falls1 adviserMoscow1 adviserStar1 adviserSalmon1 adviserVictor1 adviserRexburg1 adviser

Top advisers in Idaho

3 Peaks Financial2677 E 17th Street,, Suite 100 · Ammon, ID 83406 · (208) 881-5505 · Financial planningCRD 296817 · % of assets, Hourly charges, Fixed fees · $53.6 million AUMState registeredNo commissions reportedAccord Capital Management, LTD.802 W Bannock St Suite 602 · Boise, ID 83702 · (208) 720-4320 · % of assets managedCRD 285933 · % of assets · $32.0 million AUMState registeredNo commissions reportedAdvanced Financial Solutions, INC.4700 N. Cloverdale Rd, Suite #101 · Boise, ID 83713 · (208) 376-0091 · Financial planningCRD 121538 · % of assets, Fixed fees · $16.7 million AUMState registeredNo commissions reportedAllegiance Financial Planning5740 W Polecat Drive · Eagle, ID 83616 · (208) 996-7323 · Financial planningCRD 335604 · Hourly chargesState registeredNo commissions reportedAlupka Asset Management60 E. Little Ave., Suite 201 · Driggs, ID 83422 · (415) 729-0012 · % of assets managedCRD 158410 · % of assets · $77.2 million AUMState registeredNo commissions reportedAmerican Capital Advisory, LLC500 North Washington, Suite 202 · Ketchum, ID 83340 · (208) 710-8669 · Financial planningCRD 141944 · % of assets, Hourly charges, Fixed fees · $334.4 million AUMSEC registeredNo commissions reportedAmerican Independent Securities Group, LLC664 S Rivershore Lane Ste 150 · Eagle, ID 83616 · (208) 489-3131 · Financial planningCRD 135288 · % of assets, Hourly charges, Fixed fees · $986.3 million AUMSEC registeredNo commissions reportedArc Advisers LLC475 W. Main Street · Boise, ID 83702 · (406) 218-1430 · Financial planningCRD 307497 · % of assets, Hourly charges, Fixed fees · $104.9 million AUMState registeredNo commissions reportedArcadia Investment Advisors, LLC1028 S. Bridgeway Place, Suite 100 · Eagle, ID 83616 · (208) 342-7758 · % of assets managedCRD 109590 · % of assets · $345.8 million AUMSEC registeredNo commissions reportedArcher Wealth Advisors418 E Lakeside Ave, Suite 6 · Coeur D'alene, ID 83814 · (208) 285-3904 · Financial planningCRD 330575 · % of assets, Hourly charges, Fixed fees · $79.6 million AUMState registeredNo commissions reportedArrien Investments, INC.4477 West Emerald Street, Suite A100 · Boise, ID 83706 · (208) 338-1520 · Financial planningCRD 321819 · % of assets, Hourly charges · $226.6 million AUMSEC registeredNo commissions reportedAscent Retirement Advisors475 W Main St, Suite 300 · Boise, ID 83702 · (208) 342-0029 · % of assets managedCRD 325385 · % of assets · $43.9 million AUMState registeredNo commissions reportedAspen Capital Management, LLC101 S Capitol Blvd, Suite 610 · Boise, ID 83702 · (208) 345-0174 · Financial planningCRD 119050 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedBahr Financial Planning Network, INC.408 S. Eagle Road, Suite 205 · Eagle, ID 83616 · (510) 363-1993 · Financial planningCRD 154188 · % of assets, Hourly charges, Fixed fees · $54.0 million AUMState registeredNo commissions reportedBerkeley, INC3778 Plantation River Drive, Suite 102 · Boise, ID 83703 · (208) 853-6980 · Financial planningCRD 117667 · % of assets, Hourly charges, Fixed fees · $573.9 million AUMSEC registeredNo commissions reportedBr Wealth Management380 E. Parkcenter Blvd., Suite 205 · Boise, ID 83706 · (208) 258-2540 · Financial planningCRD 307546 · % of assets, Hourly charges, Fixed fees · $328.8 million AUMSEC registeredNo commissions reportedClearwater Advisors, LLC101 S. Capitol Blvd, Suite 1201 · Boise, ID 83702 · (208) 433-1222 · Flat / fixed feesCRD 116865 · % of assets, Fixed fees · $4.7 billion AUMSEC registeredNo commissions reportedContinuum Advisory, LLC873 E. State Street · Eagle, ID 83616 · (208) 417-1933 · Financial planningCRD 283155 · % of assets, Hourly charges, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedCooper Capital, INC.119 N First Ave · Sandpoint, ID 83864 · (203) 222-0466 · Hourly feesCRD 127691 · % of assets, Hourly charges, Subscription fees · $17.4 million AUMState registeredNo commissions reportedCooper Norman Wealth, LLC1000 Riverwalk Drive, Suite 200 · Idaho Falls, ID 83402 · (208) 523-0862 · Financial planningCRD 337275 · % of assets, Hourly charges, Fixed fees · $15.9 million AUMState registeredNo commissions reportedDb Fitzpatrick800 W Main Street, Suite 1200 · Boise, ID 83702 · (208) 342-2280 · % of assets managedCRD 105671 · % of assets · $487.0 million AUMSEC registeredNo commissions reportedDesert Rose Capital Management, INC.2929 W. Navigator Drive, Ste. 320 · Meridian, ID 83642 · (208) 297-2710 · % of assets managedCRD 154331 · % of assets · $192.1 million AUMSEC registeredNo commissions reportedDillon Financial Planning, INC.1159 E. Iron Eagle Drive, Suite 170-B · Eagle, ID 83616 · (208) 336-7503 · Financial planningCRD 133755 · Hourly charges, Fixed fees, OtherState registeredNo commissions reportedDoceo Wealth, LLC1880 S. Cobalt Point Way, Suite 350 · Meridian, ID 83642 · (208) 350-7274 · Financial planningCRD 310415 · % of assets, Hourly charges, Fixed fees · $274.0 million AUMSEC registeredNo commissions reportedEchelon Group251 E. Front Street, Suite 202 · Boise, ID 83702 · (208) 345-9944 · Financial planningCRD 333195 · % of assets, Fixed fees · $265.2 million AUMSEC registeredNo commissions reportedElite Financial, INC.739 Bryden, Suite B · Lewiston, ID 83501 · (208) 746-2007 · Financial planningCRD 286667 · % of assets, Hourly charges · $274.2 million AUMSEC registeredNo commissions reportedEncore 401k, LLC253 S. Main St, Suite 214 · Driggs, ID 83422 · (208) 421-4701 · Flat / fixed feesCRD 324414 · % of assets, Fixed fees · $13.4 million AUMState registeredNo commissions reportedEnduring Wealth Management, LLC3537 W Patel CT. · Meridian, ID 83646 · (208) 409-0147 · Financial planningCRD 337527 · % of assets · $205.0 million AUMSEC registeredNo commissions reportedFigure 8 Investment Strategies LLC1410 W Washington St · Boise, ID 83702 · (208) 385-0078 · Financial planningCRD 282973 · % of assets, Fixed fees · $233.4 million AUMSEC registeredNo commissions reportedFirm Foundation Wealth Management, LLC107 S. Kimball Ave, Suite 235 · Caldwell, ID 83605 · (425) 749-4099 · Financial planningCRD 298761 · % of assets, Hourly charges, Fixed fees · $71.9 million AUMState registeredNo commissions reported