Fiduciary advisors in Idaho

48registered advisers
45fee-only verified

Boise's rapid population growth has expanded Idaho's advisory market to 48 SEC-registered fiduciary firms. Of these, 45 are fee-only. Tech workers relocating from California and Washington represent a growing client base, bringing equity compensation packages that require specialized planning.

Cities

Ammon1Boise19Coeur D'Alene3Eagle5Idaho Falls1Ketchum4Lewiston1Meridian9Moscow1Post Falls1Rexburg1Sandpoint1Victor1

Top advisors

AMERICAN CAPITAL ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ketchum, IdahoCRD #141944
Typical Fee--
AUM$255M
Minimum--
Clients762

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

Also Compensated via Brokerage
Eagle, IdahoCRD #135288
Typical Fee--
AUM$605M
Minimum--
Clients2,987

ANCORATO

Fee-OnlyAlso Compensated via Product Sales
Meridian, IdahoCRD #322695
Typical Fee--
AUM$240M
Minimum--
Clients3,664

ARCADIA INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Eagle, IdahoCRD #109590
Typical Fee--
AUM$346M
Minimum--
Clients773

ARRIEN INVESTMENTS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boise, IdahoCRD #321819
Typical Fee--
AUM$227M
Minimum--
Clients905

ASPEN CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boise, IdahoCRD #119050
Typical Fee--
AUM$1.3B
Minimum--
Clients1,518

BERKELEY, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boise, IdahoCRD #117667
Typical Fee--
AUM$574M
Minimum--
Clients769

BR WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boise, IdahoCRD #307546
Typical Fee--
AUM$284M
Minimum--
Clients799

CLEARWATER ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boise, IdahoCRD #116865
Typical Fee--
AUM$4.5B
Minimum--
Clients82

CONTINUUM ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Eagle, IdahoCRD #283155
Typical Fee--
AUM$1.4B
Minimum--
Clients2,852

CORDINGLEY & PARKINSON WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rexburg, IdahoCRD #326719
Typical Fee--
AUM$230M
Minimum--
Clients809

DARWIN VENTURES, LLC

Fee-Only, No ConflictsClean Record
Sandpoint, IdahoCRD #157665
Typical Fee1.00%
AUM$693M
Minimum--
Clients10

DB FITZPATRICK

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boise, IdahoCRD #105671
Typical Fee--
AUM$487M
Minimum--
Clients106

DESERT ROSE CAPITAL MANAGEMENT, INC.

Fee-OnlyAlso Compensated via Product Sales
Meridian, IdahoCRD #154331
Typical Fee--
AUM$192M
Minimum--
Clients1,144

DOCEO WEALTH, LLC

Fee-OnlyAlso Compensated via Product Sales
Meridian, IdahoCRD #310415
Typical Fee--
AUM$243M
Minimum--
Clients614

ECHELON GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boise, IdahoCRD #333195
Typical Fee--
AUM$102M
Minimum--
Clients174

ELITE FINANCIAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lewiston, IdahoCRD #286667
Typical Fee--
AUM$274M
Minimum--
Clients1,149

ENDURING WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Meridian, IdahoCRD #337527
Typical Fee--
AUM$172M
Minimum--
Clients584

FIGURE 8 INVESTMENT STRATEGIES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boise, IdahoCRD #282973
Typical Fee--
AUM$200M
Minimum--
Clients438

FIVE PINE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coeur D'Alene, IdahoCRD #317657
Typical Fee--
AUM$192M
Minimum--
Clients960

FREEDOM FIDUCIARIES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boise, IdahoCRD #323673
Typical Fee--
AUM$436M
Minimum--
Clients107

HAWKE FINANCIAL GROUP

Fee-OnlyAlso Compensated via Product Sales
Meridian, IdahoCRD #301733
Typical Fee--
AUM$254M
Minimum--
Clients1,107

HEDONOVA ADVISORS LLC

Fee-Only, No Conflicts
Post Falls, IdahoCRD #324941
Typical Fee--
AUM$643M
Minimum$10000M
Clients2,853

HELMSTAR WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boise, IdahoCRD #145074
Typical Fee--
AUM$587M
Minimum--
Clients1,768

HRC WEALTH MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Moscow, IdahoCRD #117212
Typical Fee--
AUM$405M
Minimum--
Clients1,771

INSPIRE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Meridian, IdahoCRD #300279
Typical Fee--
AUM$1.0B
Minimum--
Clients8,363

INSPIRE INVESTING, LLC

Fee-OnlyAlso Compensated via Product Sales
Meridian, IdahoCRD #171988
Typical Fee0.10%
AUM$2.9B
Minimum--
Clients463

JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Ammon, IdahoCRD #315237
Typical Fee--
AUM$187M
Minimum--
Clients1,048

LEGACY WEALTH MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Boise, IdahoCRD #174767
Typical Fee--
AUM$477M
Minimum--
Clients3,728

MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boise, IdahoCRD #104749
Typical Fee--
AUM$1.7B
Minimum--
Clients805

NEXT LEVEL WEALTH PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Meridian, IdahoCRD #327644
Typical Fee--
AUM$323M
Minimum--
Clients1,510

ONYX FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Idaho Falls, IdahoCRD #134881
Typical Fee--
AUM$506M
Minimum--
Clients1,045

PACIFIC PEAK ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ketchum, IdahoCRD #326711
Typical Fee--
AUM$207M
Minimum--
Clients412

PACIFIC VALUE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boise, IdahoCRD #147086
Typical Fee--
AUM$172M
Minimum--
Clients430

PERSPECTIVE WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boise, IdahoCRD #140330
Typical Fee--
AUM$844M
Minimum--
Clients265

PGP ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ketchum, IdahoCRD #172611
Typical Fee--
AUM$166M
Minimum--
Clients1

PINKERTON WEALTH PARTNERS

Clean RecordAlso Compensated via Product Sales
Coeur D'Alene, IdahoCRD #120973
Typical Fee--
AUM$1.3B
Minimum--
Clients677

ROCKHILL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Victor, IdahoCRD #288789
Typical Fee--
AUM$174M
Minimum--
Clients171

RW INVESTMENT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Eagle, IdahoCRD #282707
Typical Fee--
AUM$1.5B
Minimum--
Clients2,344

SCRATCH CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boise, IdahoCRD #318835
Typical Fee--
AUM$141M
Minimum--
Clients337

SHERMAN PORTFOLIOS

Clean RecordAlso Compensated via Product Sales
Coeur D'Alene, IdahoCRD #322728
Typical Fee--
AUM$582M
Minimum--
Clients10,387

SIDDHI CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Meridian, IdahoCRD #314493
Typical Fee--
AUM$318M
Minimum--
Clients12

SKY-MOUNTAIN CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ketchum, IdahoCRD #312915
Typical Fee--
AUM$211M
Minimum--
Clients519

SUMMIT WEALTH AND RETIREMENT PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Eagle, IdahoCRD #285972
Typical Fee--
AUM$825M
Minimum--
Clients966

TELEO CAPITAL MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Boise, IdahoCRD #307203
Typical Fee--
AUM$680M
Minimum--
Clients8

THE CAPROCK GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boise, IdahoCRD #124272
Typical Fee--
AUM$10.1B
Minimum--
Clients408

TUMWATER WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boise, IdahoCRD #300443
Typical Fee--
AUM$350M
Minimum--
Clients875

WOOD TARVER FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boise, IdahoCRD #298793
Typical Fee1.50%
AUM$390M
Minimum--
Clients1,429
Fiduciary Financial Advisors in Idaho | FiduciaryListings