Financial advisors
Fee-only financial advisors in Idaho
74 fee-only investment advisers in Idaho serve individuals, across 21 cities. 51 offer hourly or flat-fee arrangements and 30 are registered with the SEC; the rest are registered with the state securities regulator. Each listing comes from the firm’s own Form ADV filing, as of November 6, 2026.
Cities with three or more fee-only advisers
- Boise 22
- Eagle 9
- Idaho Falls 8
- Meridian 8
- Ketchum 5
- Coeur D'alene 3
- Twin Falls 3
Fee-only advisers in Idaho serving the most individuals
- Continuum Advisory, LLC Eagle · 3,344 individual clients
- Sand Creek Capital, LLC Rexburg · 939 individual clients
- HRC Wealth Management, LLC Moscow · 878 individual clients
- Venturi Private Wealth Boise · 687 individual clients
- Wood Tarver Financial Boise · 575 individual clients
- Next Level Wealth Planning, LLC Meridian · 572 individual clients
- Hawke Financial Group Meridian · 551 individual clients
- Intermountain Wealth Management, Inc. Idaho Falls · 446 individual clients
- Aspen Capital Management, LLC Boise · 443 individual clients
- Inspire Investing, LLC Meridian · 432 individual clients
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Other Idaho cities
Caldwell
Carey
- C.s Wealth LLC $1.2M
Driggs
- Encore 401K, LLC $13M
Grace
- Medina Financial, LLC $1.4M
Hailey
Horseshoe Bend
- Trek Line Wealth $13M
Moscow
Pocatello
- Jordan Wealth Management $73M
- Matterhorn Financial Planning Not reported
Rexburg
- Sand Creek Capital, LLC $471M
Salmon
Sandpoint
Sun Valley
- Gregory Lyle & Co. $192M
Victor
- Rockhill Advisors LLC $174M
How to choose between them
- Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
- Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
- Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
- Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
- Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.