Viewpoint Advisory, LLC

Viewpoint Advisory, LLC is a fee-only investment adviser registered with the securities regulators of Idaho, Washington, with a mailing address in Meridian, Idaho (its office is a private residence, so the street address is not published). On its latest Form ADV, filed February 17, 2026, it reports $103M in regulatory assets under management, 58 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: Idaho, Washington
Firm CRD number	305164 · SEC file 801-117378
Office	Meridian, ID (mailing address; office not published)
Phone	(206) 771-4295
Website	www.viewpointadvisory.com
Regulatory assets under management	$103M
Individual clients	21 non-high-net-worth, 37 high-net-worth
Financial planning clients	1-10
How it charges	Percentage of assets, Fixed fee
Services	Financial planning, Portfolio management
Employees	1
Disciplinary disclosures	None reported
Latest Form ADV filing	February 17, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Meridian

• Next Level Wealth Planning, LLC $323M
• Hawke Financial Group $270M
• Inspire Investing, LLC $4.0B
• Enduring Wealth Management, LLC $205M
• Retire Sensibly LLC $58M
• Garcia Financial Planning $6.0M

See all 8 fee-only advisers in Meridian →

Nearby

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• Caldwell 1 firm
• Boise 22 firms
• Kuna 1 firm
• Horseshoe Bend 1 firm