{ "path": "/advisors/id", "url": "https://advisorcensus.com/advisors/id/page/3", "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": 3, "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": 117477, "name": "McRae Capital Management L.L.C.", "name_as_filed": "MCRAE CAPITAL MANAGEMENT L.L.C.", "url": "https://advisorcensus.com/firm/mcrae-capital-management-l-l-c-ketchum-id-117477", "city": "Ketchum", "state": "ID", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 300643, "name": "Medina Financial, LLC", "name_as_filed": "MEDINA FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/medina-financial-llc-grace-id-300643", "city": "Grace", "state": "ID", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 149250, "name": "Morris Asset Management", "name_as_filed": "MORRIS ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/morris-asset-management-149250", "city": null, "state": null, "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "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": 120514, "name": "Mustard Seed Financial", "name_as_filed": "MUSTARD SEED FINANCIAL", "url": "https://advisorcensus.com/firm/mustard-seed-financial-meridian-id-120514", "city": "Meridian", "state": "ID", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "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": 318396, "name": "Northbank Capital Management, LLC", "name_as_filed": "NORTHBANK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/northbank-capital-management-llc-ketchum-id-318396", "city": "Ketchum", "state": "ID", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 134881, "name": "Onyx Financial Advisors, LLC", "name_as_filed": "ONYX FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/onyx-financial-advisors-llc-idaho-falls-id-134881", "city": "Idaho Falls", "state": "ID", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 326711, "name": "Pacific Peak Advisors, LLC", "name_as_filed": "PACIFIC PEAK ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pacific-peak-advisors-llc-ketchum-id-326711", "city": "Ketchum", "state": "ID", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "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": 315119, "name": "Permanent Ventures GP LLC", "name_as_filed": "PERMANENT VENTURES GP LLC", "url": "https://advisorcensus.com/firm/permanent-ventures-gp-llc-coeur-d-alene-id-315119", "city": "Coeur D'Alene", "state": "ID", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "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": 172611, "name": "PGP Advisors, LLC", "name_as_filed": "PGP ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pgp-advisors-llc-ketchum-id-172611", "city": "Ketchum", "state": "ID", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 334347, "name": "Pilot Wealth Strategies", "name_as_filed": "PILOT WEALTH STRATEGIES", "url": "https://advisorcensus.com/firm/pilot-wealth-strategies-hayden-id-334347", "city": "Hayden", "state": "ID", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298894, "name": "Pineapple Financial", "name_as_filed": "PINEAPPLE FINANCIAL", "url": "https://advisorcensus.com/firm/pineapple-financial-boise-id-298894", "city": "Boise", "state": "ID", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 120973, "name": "Pinkerton Wealth Partners", "name_as_filed": "PINKERTON WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/pinkerton-wealth-partners-coeur-d-alene-id-120973", "city": "Coeur D'Alene", "state": "ID", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 155916, "name": "Pinyon Pine Capital LLC", "name_as_filed": "PINYON PINE CAPITAL LLC", "url": "https://advisorcensus.com/firm/pinyon-pine-capital-llc-ketchum-id-155916", "city": "Ketchum", "state": "ID", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 330724, "name": "Pios Capital, LLC", "name_as_filed": "PIOS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/pios-capital-llc-ketchum-id-330724", "city": "Ketchum", "state": "ID", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 116172, "name": "Preferred Retirement Options, Inc", "name_as_filed": "PREFERRED RETIREMENT OPTIONS, INC", "url": "https://advisorcensus.com/firm/preferred-retirement-options-inc-ammon-id-116172", "city": "Ammon", "state": "ID", "years_registered": 28, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 152073, "name": "Private Wealth Advisors", "name_as_filed": "PRIVATE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/private-wealth-advisors-boise-id-152073", "city": "Boise", "state": "ID", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 118294, "name": "Profits Plus Capital Management, LLC", "name_as_filed": "PROFITS PLUS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/profits-plus-capital-management-llc-nampa-id-118294", "city": "Nampa", "state": "ID", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "performance_based" ], "enhanced": false }, { "crd_number": 119210, "name": "Profitscore Capital Management, Inc.", "name_as_filed": "PROFITSCORE CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/profitscore-capital-management-inc-eagle-id-119210", "city": "Eagle", "state": "ID", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "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": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323577, "name": "RCA Green Mining LLC", "name_as_filed": "RCA GREEN MINING LLC", "url": "https://advisorcensus.com/firm/rca-green-mining-llc-ketchum-id-323577", "city": "Ketchum", "state": "ID", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 159665, "name": "Red Oak Capital Advisors", "name_as_filed": "RED OAK CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/red-oak-capital-advisors-salmon-id-159665", "city": "Salmon", "state": "ID", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311737, "name": "Redpoint Investment Advisors", "name_as_filed": "REDPOINT INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/redpoint-investment-advisors-hailey-id-311737", "city": "Hailey", "state": "ID", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "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": 312645, "name": "Roundtable Funding LLC", "name_as_filed": "ROUNDTABLE FUNDING LLC", "url": "https://advisorcensus.com/firm/roundtable-funding-llc-312645", "city": null, "state": null, "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "commissions" ], "enhanced": false }, { "crd_number": 282707, "name": "RW Investment Management LLC", "name_as_filed": "RW INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/rw-investment-management-llc-eagle-id-282707", "city": "Eagle", "state": "ID", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326719, "name": "Sand Creek Capital, LLC", "name_as_filed": "SAND CREEK CAPITAL, LLC", "url": "https://advisorcensus.com/firm/sand-creek-capital-llc-rexburg-id-326719", "city": "Rexburg", "state": "ID", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 318835, "name": "Scratch Capital", "name_as_filed": "SCRATCH CAPITAL", "url": "https://advisorcensus.com/firm/scratch-capital-boise-id-318835", "city": "Boise", "state": "ID", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "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": 322728, "name": "Sherman Portfolios", "name_as_filed": "SHERMAN PORTFOLIOS", "url": "https://advisorcensus.com/firm/sherman-portfolios-coeur-d-alene-id-322728", "city": "Coeur D'Alene", "state": "ID", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 314493, "name": "Siddhi Capital, LLC", "name_as_filed": "SIDDHI CAPITAL, LLC", "url": "https://advisorcensus.com/firm/siddhi-capital-llc-meridian-id-314493", "city": "Meridian", "state": "ID", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 337591, "name": "Silveria Wealth Group, LLC", "name_as_filed": "SILVERIA WEALTH GROUP, LLC", "url": "https://advisorcensus.com/firm/silveria-wealth-group-llc-boise-id-337591", "city": "Boise", "state": "ID", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "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": 284574, "name": "Stage.o Management LLC", "name_as_filed": "STAGE.O MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/stage-o-management-llc-boise-id-284574", "city": "Boise", "state": "ID", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "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": 343327, "name": "Stonewell Financial Management LLC", "name_as_filed": "STONEWELL FINANCIAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/stonewell-financial-management-llc-garden-city-id-343327", "city": "Garden City", "state": "ID", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "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": 285972, "name": "Summit Wealth and Retirement Partners", "name_as_filed": "SUMMIT WEALTH AND RETIREMENT PARTNERS", "url": "https://advisorcensus.com/firm/summit-wealth-and-retirement-partners-eagle-id-285972", "city": "Eagle", "state": "ID", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "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": 108858, "name": "Sun Valley Gold LLC", "name_as_filed": "SUN VALLEY GOLD LLC", "url": "https://advisorcensus.com/firm/sun-valley-gold-llc-ketchum-id-108858", "city": "Ketchum", "state": "ID", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 342179, "name": "Tadman Financial", "name_as_filed": "TADMAN FINANCIAL", "url": "https://advisorcensus.com/firm/tadman-financial-boise-id-342179", "city": "Boise", "state": "ID", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 307203, "name": "Teleo Capital Management LLC", "name_as_filed": "TELEO CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/teleo-capital-management-llc-boise-id-307203", "city": "Boise", "state": "ID", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 330009, "name": "Teton Crest Wealth Planning", "name_as_filed": "TETON CREST WEALTH PLANNING", "url": "https://advisorcensus.com/firm/teton-crest-wealth-planning-idaho-falls-id-330009", "city": "Idaho Falls", "state": "ID", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "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" } }