{
  "path": "/advisors/id/fee-only",
  "url": "https://advisorcensus.com/advisors/id/fee-only/page/2",
  "page_type": "state_fee",
  "title": "Fee-only financial advisors in Idaho",
  "filters": {},
  "scope_total": 69,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Idaho?",
      "a": "AdvisorCensus lists 164 investment advisory firms with a principal office in Idaho, from Form ADV filings as of October 2026: 55 SEC-registered, 98 state-registered, and 11 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 Idaho?",
      "a": "69 of the 164 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 Idaho offer financial planning?",
      "a": "108 of the 153 firms in Idaho 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 Idaho 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 69 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 69 investment advisory firms with a principal office in Idaho 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": null,
  "citation": "AdvisorCensus. Fee-only financial advisors in Idaho: 69 firms from Form ADV filings as of October 2026.",
  "total_firms": 69,
  "page": 2,
  "total_pages": 2,
  "sort": "name",
  "registration_types": {
    "sec": 18,
    "state": 51,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 69
    },
    {
      "code": "percentage_of_aum",
      "count": 62
    },
    {
      "code": "hourly",
      "count": 35
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 42
    },
    {
      "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": 20
    },
    {
      "code": "5_to_9",
      "count": 22
    },
    {
      "code": "10_to_19",
      "count": 17
    },
    {
      "code": "20_plus",
      "count": 10
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 25
    },
    {
      "code": "25m_100m",
      "count": 15
    },
    {
      "code": "100m_500m",
      "count": 15
    },
    {
      "code": "500m_1b",
      "count": 4
    },
    {
      "code": "1b_5b",
      "count": 3
    },
    {
      "code": "over_5b",
      "count": 1
    },
    {
      "code": "not_reported",
      "count": 6
    }
  ],
  "firms": [
    {
      "crd_number": 292828,
      "name": "Retire Sensibly LLC",
      "name_as_filed": "RETIRE SENSIBLY LLC",
      "url": "https://advisorcensus.com/firm/retire-sensibly-llc-meridian-id-292828",
      "city": "Meridian",
      "state": "ID",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288789,
      "name": "Rockhill Advisors LLC",
      "name_as_filed": "ROCKHILL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/rockhill-advisors-llc-victor-id-288789",
      "city": "Victor",
      "state": "ID",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285889,
      "name": "Sentinel Wealth Strategies",
      "name_as_filed": "SENTINEL WEALTH STRATEGIES",
      "url": "https://advisorcensus.com/firm/sentinel-wealth-strategies-idaho-falls-id-285889",
      "city": "Idaho Falls",
      "state": "ID",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312915,
      "name": "Sky-Mountain Capital Management",
      "name_as_filed": "SKY-MOUNTAIN CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/sky-mountain-capital-management-ketchum-id-312915",
      "city": "Ketchum",
      "state": "ID",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314200,
      "name": "Snake River Investment Counsel LLC",
      "name_as_filed": "SNAKE RIVER INVESTMENT COUNSEL LLC",
      "url": "https://advisorcensus.com/firm/snake-river-investment-counsel-llc-idaho-falls-id-314200",
      "city": "Idaho Falls",
      "state": "ID",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118885,
      "name": "Spinnaker Financial Advisors, LLC",
      "name_as_filed": "SPINNAKER FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/spinnaker-financial-advisors-llc-idaho-falls-id-118885",
      "city": "Idaho Falls",
      "state": "ID",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334790,
      "name": "Stewardship Asset Management LLC",
      "name_as_filed": "STEWARDSHIP ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/stewardship-asset-management-llc-334790",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167598,
      "name": "Straight Line Investment Group, LLC",
      "name_as_filed": "STRAIGHT LINE INVESTMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/straight-line-investment-group-llc-idaho-falls-id-167598",
      "city": "Idaho Falls",
      "state": "ID",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118914,
      "name": "Sun Valley Advisors, Inc.",
      "name_as_filed": "SUN VALLEY ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/sun-valley-advisors-inc-ketchum-id-118914",
      "city": "Ketchum",
      "state": "ID",
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149401,
      "name": "Table Rock Financial Planning",
      "name_as_filed": "TABLE ROCK FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/table-rock-financial-planning-149401",
      "city": null,
      "state": null,
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124272,
      "name": "The Caprock Group, LLC",
      "name_as_filed": "THE CAPROCK GROUP, LLC",
      "url": "https://advisorcensus.com/firm/the-caprock-group-llc-boise-id-124272",
      "city": "Boise",
      "state": "ID",
      "years_registered": 23,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322921,
      "name": "Trek Line Wealth",
      "name_as_filed": "TREK LINE WEALTH",
      "url": "https://advisorcensus.com/firm/trek-line-wealth-horseshoe-bend-id-322921",
      "city": "Horseshoe Bend",
      "state": "ID",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300443,
      "name": "Tumwater Wealth Management, LLC",
      "name_as_filed": "TUMWATER WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/tumwater-wealth-management-llc-boise-id-300443",
      "city": "Boise",
      "state": "ID",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169576,
      "name": "Venturi Private Wealth",
      "name_as_filed": "VENTURI PRIVATE WEALTH",
      "url": "https://advisorcensus.com/firm/venturi-private-wealth-boise-id-169576",
      "city": "Boise",
      "state": "ID",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341678,
      "name": "Verify Wealth",
      "name_as_filed": "VERIFY WEALTH",
      "url": "https://advisorcensus.com/firm/verify-wealth-post-falls-id-341678",
      "city": "Post Falls",
      "state": "ID",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305164,
      "name": "Viewpoint Advisory, LLC",
      "name_as_filed": "VIEWPOINT ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/viewpoint-advisory-llc-meridian-id-305164",
      "city": "Meridian",
      "state": "ID",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334476,
      "name": "Vitality Wealth",
      "name_as_filed": "VITALITY WEALTH",
      "url": "https://advisorcensus.com/firm/vitality-wealth-idaho-falls-id-334476",
      "city": "Idaho Falls",
      "state": "ID",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143049,
      "name": "Williams and Schiller Wealth Management, LLC",
      "name_as_filed": "WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/williams-and-schiller-wealth-management-llc-sandpoint-id-143049",
      "city": "Sandpoint",
      "state": "ID",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298793,
      "name": "Wood Tarver Financial",
      "name_as_filed": "WOOD TARVER FINANCIAL",
      "url": "https://advisorcensus.com/firm/wood-tarver-financial-boise-id-298793",
      "city": "Boise",
      "state": "ID",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/id",
      "label": "Financial advisors in Idaho"
    },
    "fee_pages": [
      {
        "path": "/advisors/id/flat-fee",
        "label": "Flat-fee financial advisors in Idaho",
        "firm_count": 91
      },
      {
        "path": "/advisors/id/hourly",
        "label": "Hourly financial advisors in Idaho",
        "firm_count": 71
      }
    ],
    "metro_fee_pages": [
      {
        "path": "/advisors/id/boise-city/fee-only",
        "firm_count": 29,
        "label": "Fee-only financial advisors in Boise City, ID"
      },
      {
        "path": "/advisors/id/idaho-falls/fee-only",
        "firm_count": 6,
        "label": "Fee-only financial advisors in Idaho Falls, ID"
      },
      {
        "path": "/advisors/id/coeur-d-alene/fee-only",
        "firm_count": 2,
        "label": "Fee-only financial advisors in Coeur d'Alene, ID"
      },
      {
        "path": "/advisors/id/pocatello/fee-only",
        "firm_count": 2,
        "label": "Fee-only financial advisors in Pocatello, ID"
      },
      {
        "path": "/advisors/id/twin-falls/fee-only",
        "firm_count": 2,
        "label": "Fee-only financial advisors in Twin Falls, ID"
      }
    ]
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}