{ "path": "/advisors/id/boise-city/fee-only", "url": "https://advisorcensus.com/advisors/id/boise-city/fee-only", "page_type": "metro_fee", "title": "Fee-only financial advisors in Boise City, ID", "filters": {}, "scope_total": 29, "faq": [ { "q": "How many financial advisory firms are there in Boise City, ID?", "a": "AdvisorCensus lists 80 investment advisory firms with a principal office in the Boise City metro area, from Form ADV filings as of October 2026: 36 SEC-registered, 39 state-registered, and 5 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Boise City, ID?", "a": "29 of the 80 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Boise City, ID offer financial planning?", "a": "54 of the 75 firms in Boise City, ID that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Boise City, ID fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 29 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 29 investment advisory firms with a principal office in the Boise City metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": "Boise City has 80 investment advisory firms with a principal office in the metro area as of October 2026: 36 SEC-registered, 39 state-registered, and 5 exempt reporting advisers. 29 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 28 report under $100 million in regulatory assets under management. The metro area has 304,187 households, 35,347 of them with income of $200,000 or more, or 442 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Fee-only financial advisors in Boise City, ID: 29 firms from Form ADV filings as of October 2026.", "total_firms": 29, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 13, "state": 16, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 29 }, { "code": "percentage_of_aum", "count": 27 }, { "code": "hourly", "count": 11 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 16 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 6 }, { "code": "5_to_9", "count": 10 }, { "code": "10_to_19", "count": 6 }, { "code": "20_plus", "count": 7 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 4 }, { "code": "25m_100m", "count": 6 }, { "code": "100m_500m", "count": 9 }, { "code": "500m_1b", "count": 4 }, { "code": "1b_5b", "count": 3 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 2 } ], "firms": [ { "crd_number": 285933, "name": "Accord Capital Management, Ltd.", "name_as_filed": "ACCORD CAPITAL MANAGEMENT, LTD.", "url": "https://advisorcensus.com/firm/accord-capital-management-ltd-boise-id-285933", "city": "Boise", "state": "ID", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 128968, "name": "Advanced Tax and Financial Services, Inc.", "name_as_filed": "ADVANCED TAX AND FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/advanced-tax-and-financial-services-inc-kuna-id-128968", "city": "Kuna", "state": "ID", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335604, "name": "Allegiance Financial Planning", "name_as_filed": "ALLEGIANCE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/allegiance-financial-planning-eagle-id-335604", "city": "Eagle", "state": "ID", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 304531, "name": "Alturas Wealth Management, LLC", "name_as_filed": "ALTURAS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/alturas-wealth-management-llc-eagle-id-304531", "city": "Eagle", "state": "ID", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 307497, "name": "ARC Advisers LLC", "name_as_filed": "ARC ADVISERS LLC", "url": "https://advisorcensus.com/firm/arc-advisers-llc-boise-id-307497", "city": "Boise", "state": "ID", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109590, "name": "Arcadia Investment Advisors, LLC", "name_as_filed": "ARCADIA INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/arcadia-investment-advisors-llc-eagle-id-109590", "city": "Eagle", "state": "ID", "years_registered": 27, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 119050, "name": "Aspen Capital Management, LLC", "name_as_filed": "ASPEN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/aspen-capital-management-llc-boise-id-119050", "city": "Boise", "state": "ID", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 117667, "name": "Berkeley, Inc", "name_as_filed": "BERKELEY, INC", "url": "https://advisorcensus.com/firm/berkeley-inc-boise-id-117667", "city": "Boise", "state": "ID", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116865, "name": "Clearwater Advisors, LLC", "name_as_filed": "CLEARWATER ADVISORS, LLC", "url": "https://advisorcensus.com/firm/clearwater-advisors-llc-boise-id-116865", "city": "Boise", "state": "ID", "years_registered": 24, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 330238, "name": "Delta Financial Advisory", "name_as_filed": "DELTA FINANCIAL ADVISORY", "url": "https://advisorcensus.com/firm/delta-financial-advisory-meridian-id-330238", "city": "Meridian", "state": "ID", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343624, "name": "Eagle Financial Planning", "name_as_filed": "EAGLE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/eagle-financial-planning-eagle-id-343624", "city": "Eagle", "state": "ID", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282973, "name": "Figure 8 Investment Strategies LLC", "name_as_filed": "FIGURE 8 INVESTMENT STRATEGIES LLC", "url": "https://advisorcensus.com/firm/figure-8-investment-strategies-llc-boise-id-282973", "city": "Boise", "state": "ID", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 298761, "name": "Firm Foundation Wealth Management, LLC", "name_as_filed": "FIRM FOUNDATION WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/firm-foundation-wealth-management-llc-caldwell-id-298761", "city": "Caldwell", "state": "ID", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334837, "name": "Fourthrock Financial Corporation", "name_as_filed": "FOURTHROCK FINANCIAL CORPORATION", "url": "https://advisorcensus.com/firm/fourthrock-financial-corporation-boise-id-334837", "city": "Boise", "state": "ID", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 282977, "name": "Franklin Trend Investment Management, LLC", "name_as_filed": "FRANKLIN TREND INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/franklin-trend-investment-management-llc-boise-id-282977", "city": "Boise", "state": "ID", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311210, "name": "Guernica Capital", "name_as_filed": "GUERNICA CAPITAL", "url": "https://advisorcensus.com/firm/guernica-capital-boise-id-311210", "city": "Boise", "state": "ID", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 140876, "name": "McMillen & Company, Inc.", "name_as_filed": "MCMILLEN & COMPANY, INC.", "url": "https://advisorcensus.com/firm/mcmillen-and-company-inc-boise-id-140876", "city": "Boise", "state": "ID", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104749, "name": "Mountain Pacific Investment Advisers, LLC", "name_as_filed": "MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC", "url": "https://advisorcensus.com/firm/mountain-pacific-investment-advisers-llc-boise-id-104749", "city": "Boise", "state": "ID", "years_registered": 49, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 327644, "name": "Next Level Wealth Planning, LLC", "name_as_filed": "NEXT LEVEL WEALTH PLANNING, LLC", "url": "https://advisorcensus.com/firm/next-level-wealth-planning-llc-meridian-id-327644", "city": "Meridian", "state": "ID", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147086, "name": "Pacific Value, LLC", "name_as_filed": "PACIFIC VALUE, LLC", "url": "https://advisorcensus.com/firm/pacific-value-llc-boise-id-147086", "city": "Boise", "state": "ID", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 140330, "name": "Perspective Wealth Partners, LLC", "name_as_filed": "PERSPECTIVE WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/perspective-wealth-partners-llc-boise-id-140330", "city": "Boise", "state": "ID", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 165595, "name": "Prominence Capital", "name_as_filed": "PROMINENCE CAPITAL", "url": "https://advisorcensus.com/firm/prominence-capital-eagle-id-165595", "city": "Eagle", "state": "ID", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ 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