{
  "path": "/advisors/id",
  "url": "https://advisorcensus.com/advisors/id/page/2",
  "page_type": "state",
  "title": "Financial advisors in Idaho",
  "filters": {},
  "scope_total": 164,
  "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 164 investment advisory firms with a principal office in Idaho, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Idaho: 164 firms from Form ADV filings as of October 2026.",
  "total_firms": 164,
  "page": 2,
  "total_pages": 4,
  "sort": "name",
  "registration_types": {
    "sec": 55,
    "state": 98,
    "exempt": 11
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 69
    },
    {
      "code": "percentage_of_aum",
      "count": 139
    },
    {
      "code": "hourly",
      "count": 71
    },
    {
      "code": "subscription",
      "count": 2
    },
    {
      "code": "fixed",
      "count": 91
    },
    {
      "code": "commissions",
      "count": 4
    },
    {
      "code": "performance_based",
      "count": 12
    },
    {
      "code": "other",
      "count": 16
    },
    {
      "code": "not_reported",
      "count": 11
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 66
    },
    {
      "code": "5_to_9",
      "count": 49
    },
    {
      "code": "10_to_19",
      "count": 34
    },
    {
      "code": "20_plus",
      "count": 15
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 47
    },
    {
      "code": "25m_100m",
      "count": 30
    },
    {
      "code": "100m_500m",
      "count": 39
    },
    {
      "code": "500m_1b",
      "count": 13
    },
    {
      "code": "1b_5b",
      "count": 9
    },
    {
      "code": "over_5b",
      "count": 1
    },
    {
      "code": "not_reported",
      "count": 25
    }
  ],
  "firms": [
    {
      "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": 342748,
      "name": "First Ascent Planning LLC",
      "name_as_filed": "FIRST ASCENT PLANNING LLC",
      "url": "https://advisorcensus.com/firm/first-ascent-planning-llc-342748",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289728,
      "name": "First Security Capital, LLC",
      "name_as_filed": "FIRST SECURITY CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/first-security-capital-llc-289728",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317657,
      "name": "Five Pine Wealth",
      "name_as_filed": "FIVE PINE WEALTH",
      "url": "https://advisorcensus.com/firm/five-pine-wealth-coeur-d-alene-id-317657",
      "city": "Coeur D'Alene",
      "state": "ID",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334119,
      "name": "Foothills Capital Management, LLC",
      "name_as_filed": "FOOTHILLS CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/foothills-capital-management-llc-eagle-id-334119",
      "city": "Eagle",
      "state": "ID",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317600,
      "name": "Ford Investment Counsel LLC",
      "name_as_filed": "FORD INVESTMENT COUNSEL LLC",
      "url": "https://advisorcensus.com/firm/ford-investment-counsel-llc-317600",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "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": 323673,
      "name": "Freedom Fiduciaries LLC",
      "name_as_filed": "FREEDOM FIDUCIARIES LLC",
      "url": "https://advisorcensus.com/firm/freedom-fiduciaries-llc-boise-id-323673",
      "city": "Boise",
      "state": "ID",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339060,
      "name": "Garcia Financial Planning",
      "name_as_filed": "GARCIA FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/garcia-financial-planning-meridian-id-339060",
      "city": "Meridian",
      "state": "ID",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327966,
      "name": "Generational Legacies Wealth Management",
      "name_as_filed": "GENERATIONAL LEGACIES WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/generational-legacies-wealth-management-coeur-d-alene-id-327966",
      "city": "Coeur D'Alene",
      "state": "ID",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325406,
      "name": "Good Better Best Financial Planning LLC",
      "name_as_filed": "GOOD BETTER BEST FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/good-better-best-financial-planning-llc-325406",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305630,
      "name": "GPWM Advisors LLC",
      "name_as_filed": "GPWM ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/gpwm-advisors-llc-eagle-id-305630",
      "city": "Eagle",
      "state": "ID",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311866,
      "name": "GPWM Fund Manager, LLC",
      "name_as_filed": "GPWM FUND MANAGER, LLC",
      "url": "https://advisorcensus.com/firm/gpwm-fund-manager-llc-eagle-id-311866",
      "city": "Eagle",
      "state": "ID",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 311867,
      "name": "GPWM QOF Manager, LLC",
      "name_as_filed": "GPWM QOF MANAGER, LLC",
      "url": "https://advisorcensus.com/firm/gpwm-qof-manager-llc-eagle-id-311867",
      "city": "Eagle",
      "state": "ID",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 113683,
      "name": "Gregory Lyle & Co.",
      "name_as_filed": "GREGORY LYLE & CO.",
      "url": "https://advisorcensus.com/firm/gregory-lyle-and-co-sun-valley-id-113683",
      "city": "Sun Valley",
      "state": "ID",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118714,
      "name": "Grow Rasmussen Consulting LLC",
      "name_as_filed": "GROW RASMUSSEN CONSULTING LLC",
      "url": "https://advisorcensus.com/firm/grow-rasmussen-consulting-llc-boise-id-118714",
      "city": "Boise",
      "state": "ID",
      "years_registered": 27,
      "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": 342767,
      "name": "HAN Financial Consulting LLC",
      "name_as_filed": "HAN FINANCIAL CONSULTING LLC",
      "url": "https://advisorcensus.com/firm/han-financial-consulting-llc-342767",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148950,
      "name": "Harmonic Investment Advisors",
      "name_as_filed": "HARMONIC INVESTMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/harmonic-investment-advisors-148950",
      "city": null,
      "state": null,
      "years_registered": 17,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117184,
      "name": "Harris Wealth Management, LLC",
      "name_as_filed": "HARRIS WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/harris-wealth-management-llc-twin-falls-id-117184",
      "city": "Twin Falls",
      "state": "ID",
      "years_registered": 24,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301733,
      "name": "Hawke Financial Group",
      "name_as_filed": "HAWKE FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/hawke-financial-group-meridian-id-301733",
      "city": "Meridian",
      "state": "ID",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338954,
      "name": "Hazlett Wealth Management LLC",
      "name_as_filed": "HAZLETT WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/hazlett-wealth-management-llc-ketchum-id-338954",
      "city": "Ketchum",
      "state": "ID",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324941,
      "name": "Hedonova Advisors LLC",
      "name_as_filed": "HEDONOVA ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/hedonova-advisors-llc-post-falls-id-324941",
      "city": "Post Falls",
      "state": "ID",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145074,
      "name": "Helmstar Wealth Management",
      "name_as_filed": "HELMSTAR WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/helmstar-wealth-management-boise-id-145074",
      "city": "Boise",
      "state": "ID",
      "years_registered": 10,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289565,
      "name": "Hochstrat Investments LLC",
      "name_as_filed": "HOCHSTRAT INVESTMENTS LLC",
      "url": "https://advisorcensus.com/firm/hochstrat-investments-llc-289565",
      "city": null,
      "state": null,
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343490,
      "name": "Hoeven Wealth",
      "name_as_filed": "HOEVEN WEALTH",
      "url": "https://advisorcensus.com/firm/hoeven-wealth-343490",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117212,
      "name": "HRC Wealth Management, LLC",
      "name_as_filed": "HRC WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/hrc-wealth-management-llc-moscow-id-117212",
      "city": "Moscow",
      "state": "ID",
      "years_registered": 10,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342382,
      "name": "Ibis Capital",
      "name_as_filed": "IBIS CAPITAL",
      "url": "https://advisorcensus.com/firm/ibis-capital-342382",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300279,
      "name": "Inspire Advisors, LLC",
      "name_as_filed": "INSPIRE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/inspire-advisors-llc-meridian-id-300279",
      "city": "Meridian",
      "state": "ID",
      "years_registered": 7,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171988,
      "name": "Inspire Investing, LLC",
      "name_as_filed": "INSPIRE INVESTING, LLC",
      "url": "https://advisorcensus.com/firm/inspire-investing-llc-meridian-id-171988",
      "city": "Meridian",
      "state": "ID",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305322,
      "name": "Inspire Wealth Partners",
      "name_as_filed": "INSPIRE WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/inspire-wealth-partners-305322",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283592,
      "name": "Integrated Advisors",
      "name_as_filed": "INTEGRATED ADVISORS",
      "url": "https://advisorcensus.com/firm/integrated-advisors-boise-id-283592",
      "city": "Boise",
      "state": "ID",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304071,
      "name": "Integrated Financial Management, LLC",
      "name_as_filed": "INTEGRATED FINANCIAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/integrated-financial-management-llc-boise-id-304071",
      "city": "Boise",
      "state": "ID",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148646,
      "name": "Intermountain Wealth Management, Inc.",
      "name_as_filed": "INTERMOUNTAIN WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/intermountain-wealth-management-inc-idaho-falls-id-148646",
      "city": "Idaho Falls",
      "state": "ID",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142840,
      "name": "Interwest Investment Advisors, Inc",
      "name_as_filed": "INTERWEST INVESTMENT ADVISORS, INC",
      "url": "https://advisorcensus.com/firm/interwest-investment-advisors-inc-boise-id-142840",
      "city": "Boise",
      "state": "ID",
      "years_registered": 19,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316755,
      "name": "Investifi Wealth Management LLC",
      "name_as_filed": "INVESTIFI WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/investifi-wealth-management-llc-twin-falls-id-316755",
      "city": "Twin Falls",
      "state": "ID",
      "years_registered": 4,
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      "enhanced": false
    },
    {
      "crd_number": 136623,
      "name": "Janet Christine Wygle - Financial Advisor",
      "name_as_filed": "JANET CHRISTINE WYGLE - FINANCIAL ADVISOR",
      "url": "https://advisorcensus.com/firm/janet-christine-wygle-financial-advisor-136623",
      "city": null,
      "state": null,
      "years_registered": 20,
      "raum_band": "not_reported",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 329489,
      "name": "JCO Advisors LLC",
      "name_as_filed": "JCO ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/jco-advisors-llc-329489",
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      "state": null,
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      ],
      "enhanced": false
    },
    {
      "crd_number": 115588,
      "name": "Jordan Wealth Management",
      "name_as_filed": "JORDAN WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/jordan-wealth-management-pocatello-id-115588",
      "city": "Pocatello",
      "state": "ID",
      "years_registered": 26,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342383,
      "name": "Joski Financial",
      "name_as_filed": "JOSKI FINANCIAL",
      "url": "https://advisorcensus.com/firm/joski-financial-star-id-342383",
      "city": "Star",
      "state": "ID",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
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        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315237,
      "name": "Journey Retirement Planning and Investment Management, LLC",
      "name_as_filed": "JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/journey-retirement-planning-and-investment-management-llc-ammon-id-315237",
      "city": "Ammon",
      "state": "ID",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
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        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334834,
      "name": "Katz Capital Advisors",
      "name_as_filed": "KATZ CAPITAL ADVISORS",
      "url": "https://advisorcensus.com/firm/katz-capital-advisors-caldwell-id-334834",
      "city": "Caldwell",
      "state": "ID",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342846,
      "name": "Koinos Financial",
      "name_as_filed": "KOINOS FINANCIAL",
      "url": "https://advisorcensus.com/firm/koinos-financial-342846",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174767,
      "name": "Legacy Wealth Management, LLC",
      "name_as_filed": "LEGACY WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/legacy-wealth-management-llc-boise-id-174767",
      "city": "Boise",
      "state": "ID",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
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        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298978,
      "name": "Liftoff Financial Planning",
      "name_as_filed": "LIFTOFF FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/liftoff-financial-planning-298978",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342440,
      "name": "Madrone Financial Planning",
      "name_as_filed": "MADRONE FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/madrone-financial-planning-boise-id-342440",
      "city": "Boise",
      "state": "ID",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167996,
      "name": "Matterhorn Financial Planning",
      "name_as_filed": "MATTERHORN FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/matterhorn-financial-planning-pocatello-id-167996",
      "city": "Pocatello",
      "state": "ID",
      "years_registered": 13,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155633,
      "name": "McLachlan Investment Services LLC",
      "name_as_filed": "MCLACHLAN INVESTMENT SERVICES LLC",
      "url": "https://advisorcensus.com/firm/mclachlan-investment-services-llc-155633",
      "city": null,
      "state": null,
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "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
    }
  ],
  "states": [],
  "metros": [
    {
      "path": "/advisors/id/boise-city",
      "name": "Boise City",
      "msa_name": "Boise City, ID",
      "state_code": "ID",
      "firm_count": 80
    },
    {
      "path": "/advisors/id/idaho-falls",
      "name": "Idaho Falls",
      "msa_name": "Idaho Falls, ID",
      "state_code": "ID",
      "firm_count": 12
    },
    {
      "path": "/advisors/id/coeur-d-alene",
      "name": "Coeur d'Alene",
      "msa_name": "Coeur d'Alene, ID",
      "state_code": "ID",
      "firm_count": 11
    },
    {
      "path": "/advisors/id/twin-falls",
      "name": "Twin Falls",
      "msa_name": "Twin Falls, ID",
      "state_code": "ID",
      "firm_count": 3
    },
    {
      "path": "/advisors/id/lewiston",
      "name": "Lewiston",
      "msa_name": "Lewiston, ID-WA",
      "state_code": "ID",
      "firm_count": 2
    },
    {
      "path": "/advisors/id/pocatello",
      "name": "Pocatello",
      "msa_name": "Pocatello, ID",
      "state_code": "ID",
      "firm_count": 2
    }
  ],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/id",
      "label": "Financial advisors in Idaho"
    },
    "fee_pages": [
      {
        "path": "/advisors/id/fee-only",
        "label": "Fee-only financial advisors in Idaho",
        "firm_count": 69
      },
      {
        "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
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/id.csv",
  "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"
  }
}
