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Brady Ray Dayton

Advisor at Calton & Associates, Inc. — Rigby, ID

Updated today

Credentials

Series 65, Series 63

Experience

2 years

Location

Rigby, ID 83442

Calton & Associates, Inc. logo

Calton & Associates, Inc.

Multi-team

Total advisors

133

Across 85 offices

Clients per advisor

38 Low

Avg AUM per client

$286,773 Very Low

HNW client ratio

6% Low

About

Brady Dayton is a financial advisor at Calton & Associates, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and has been with Calton & Associates since 2024. Outside of his advisory role, he owns and operates a business selling home security alarm systems. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple investment program structures and utilizes a range of analytic approaches tailored to client goals and risk tolerance.

Client services

Based on Calton & Associates, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Calton & Associates, Inc.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Calton & Associates, Inc.

Executive Founder/Business Owner

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Fee options

Fixed

Financial planning services may be charged a flat fee, negotiable; retirement plan consulting may be charged a flat fee up to $50,000

Percentage

Up to 2.60% annually (negotiable by client and IAR)

Commissions

Commission charged on securities and insurance products purchased and sold; separate from advisory fees

Project-based

Financial planning and retirement plan consulting services may be charged hourly up to $500/hour

Performance-based

Performance-based fees charged for certain clients generally with net worth over $2,200,000 or at least $1,100,000 assets; fixed fee up to 25% of account balance quarterly in advance plus performance fee up to 10% of net increase charged quarterly in arrears

Other

Account minimum: $50,000 Fee-only: Investment advisory fees based on assets under management up to 2.60%, negotiable; financial planning fees charged as flat fee or hourly, negotiable; retirement plan consulting fees charged as flat fee, AUM percentage (up to 1.5%), or hourly (up to $500/hour)

Location

See office

Rigby, ID

112 West Main, Suite 206

Rigby ID 83442

Advisors at this office

1

Most active in

Idaho

Work history

2 years of industry experience

Calton & Associates, Inc.

2025 - Present • 1 year

Tampa, FL

Calton & Associates, Inc.

2024 - Present • 2 years

Tampa, FL

EVO Alarm LLC

2017 - Present • 9 years

Rexburg, ID

BYU - Idaho

2014 - 2019 • 5 years

Rexburg, ID

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Daniel G

CFP®

Idaho Falls, ID

Good Better Best Financial Planning LLC

In a world filled with endless financial choices, we guide you in distinguishing between what's merely good and what's genuinely the best for your family's future. Our approach is anchored in values-based planning, a strategy that goes beyond mere numbers to incorporate your core beliefs and life goals. This methodology ensures that your financial decisions not only bring stability but also resonate with what you hold dear. Why settle for good when you can aim for the best? Let's simplify the complexities and focus on what truly matters for your family's journey toward financial freedom and lasting prosperity.

Business ownership considerations Family Business Gen Y/Millennials (Born 1980-1995)
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Dale N

Series 63

Rigby, ID

Asset & Retirement Management

Dale Norton Jr. is the sole advisor at Asset & Retirement Management in Rigby, ID, with 43 years of industry experience. He holds a Series 63 designation and has been with Asset & Retirement Management since 2005, following five years at Independent Financial Group. Additionally, he owns an accounting and tax preparation business that he operates alongside his advisory work. Asset & Retirement Management serves retail clients, managing individual accounts, trusts, retirement plans, and business accounts through discretionary portfolio management and financial planning. The firm primarily implements client portfolios via a third-party turnkey asset management platform, complemented by select use of Guggenheim mutual funds and Prudential annuity programs.

Wealth management Income planning Annuities Cash flow / budgeting
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Benjamin F

CFP®, Series 66

Idaho Falls, ID

Teton Crest Wealth Planning

Benjamin Fuhriman is a Certified Financial Planner® with eight years of industry experience, currently operating as the sole advisor at Teton Crest Wealth Planning in Idaho Falls, Idaho. He has previously worked at Arbor Point Advisors, Securities America, KMS Financial Services, and Cetera Advisors. Outside of financial advising, Fuhriman serves as a precinct committeeman in Bingham County and is a candidate for the Idaho State House of Representatives. Teton Crest Wealth Planning provides portfolio management and comprehensive financial planning services primarily to individuals, trusts, and business entities. The firm’s approach includes fundamental analysis, quarterly reviews, and client reporting enabled by technology, with discretion offered in investment management and a planning process aligned with CFP® standards.

Options & derivatives strategies Cash flow / budgeting Debt management
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Christian M

CFP®, CFA®, Series 63

Idaho Falls, ID

Snake River Investment Counsel LLC

Christian Moon is a CFP® and CFA® with 10 years of experience in financial advisory. He is currently at Snake River Investment Counsel LLC, where he has worked since 2017 through its predecessor entities. His previous roles include positions at Onyx Financial Advisors, Sanctuary Wealth, Kalos Capital, and MRA Associates. Snake River Investment Counsel provides advisory services to individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs an asset allocation approach based on modern portfolio theory, utilizing mutual funds and ETFs, and offers discretionary management, financial planning, and consulting services.

Retirement income strategy General retirement planning Tax-loss harvesting
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Aaron F

CFP®, Series 65

Idaho Falls, ID

Snake River Investment Counsel LLC

Aaron Freeman is a CFP® with two years of industry experience, currently serving as an advisor at Snake River Investment Counsel LLC. He previously worked with KFG, LLC, Kahler Financial Group, Inc., and Perspective Wealth Partners, among other roles. Outside of his advisory work, Freeman is involved with Consumer Direct, providing services to older adults and individuals with disabilities to help maintain their independence. Snake River Investment Counsel offers advisory services to individuals, trusts, estates, business entities, charitable organizations, and pension plans. The firm emphasizes an asset allocation approach aligned with modern portfolio theory, utilizing mutual funds and ETFs, and provides both discretionary and non-discretionary investment management alongside comprehensive financial planning services.

Retirement income strategy General retirement planning Tax-loss harvesting
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Ryan C

Series 63, Series 66

Idaho Falls, ID

Integrity Financial Group

Ryan Coiner is a financial advisor with Integrity Financial Group in Idaho Falls, ID, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior work includes roles at American United Life and OneAmerica Securities. Outside of advising, he owns and operates Coiner Land & Livestock, LLC, an agriculture and livestock business, as well as a motel in Chama, NM. Integrity Financial Group serves individuals, including high-net-worth clients, and business entities by providing discretionary portfolio management, financial planning, and access to various investment solutions. The firm employs a multi-method investment approach and manages approximately $33 million in discretionary assets through a small advisory team.

ESG / Sustainable investing Real estate investing
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