Fee-OnlyFinder

Advisers in Idaho Falls, ID

9 advisers in Idaho Falls — 9 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Hourly fees (4)Flat / fixed fees (4)Retirement plan consulting (3)

All advisers

Cooper 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 reportedIntermountain Wealth Management, INC.101 Park Avenue, Suite 204 · Idaho Falls, ID 83402 · (208) 522-3344 · Financial planningCRD 148646 · % of assets · $90.2 million AUMState registeredNo commissions reportedOnyx Financial Advisors, LLC2400 E. 25th Street · Idaho Falls, ID 83404 · (208) 522-6400 · Financial planningCRD 134881 · % of assets, Fixed fees, Other · $506.4 million AUMSEC registeredNo commissions reportedSentinel Wealth Strategies1075 S. Utah Avenue, Suite 322 · Idaho Falls, ID 83402 · (208) 538-0214 · Financial planningCRD 285889 · % of assets, Hourly charges, Fixed fees · $40.5 million AUMState registeredNo commissions reportedSnake River Investment Counsel LLC325 S Woodruff Ave, #200 · Idaho Falls, ID 83401 · (208) 994-6729 · Financial planningCRD 314200 · % of assets, Hourly charges, Fixed fees · $77.8 million AUMState registeredNo commissions reportedSpinnaker Financial Advisors, LLC2922 Cortez Avenue · Idaho Falls, ID 83404 · (208) 542-0742 · % of assets managedCRD 118885 · % of assets · $102.6 million AUMState registeredNo commissions reportedStraight Line Investment Group, LLC1075 S Utah Avenue #351 · Idaho Falls, ID 83402 · (208) 542-1004 · % of assets managedCRD 167598 · % of assets · $56.8 million AUMState registeredNo commissions reportedTeton Crest Wealth Planning482 Constitution Way, Suite 111 · Idaho Falls, ID 83402 · (208) 534-1994 · Financial planningCRD 330009 · % of assets, Hourly charges · $12.8 million AUMState registeredNo commissions reportedVitality Wealth1075 S. Utah Ave., Suite 354 · Idaho Falls, ID 83402 · (208) 918-4466 · Financial planningCRD 334476 · % of assets · $9.1 million AUMState registeredNo commissions reported
Talking to advisers in Idaho Falls? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.