Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
21 years
Location
Idaho Falls, ID 83404
CG Advisory Services
Multi-team
Daniel Mcpherson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at CG Advisory Services. His prior roles include positions at Capital Asset Advisory Services and Cetera Advisors LLC, and he has a longstanding relationship with Minnesota Life Insurance Co. Outside of his advisory work, he owns and operates Claymore Tactical LLC, a sporting goods sales business. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base including individuals, pension plans, and charitable organizations. The firm offers discretionary portfolio management and financial planning through proprietary model portfolios and bespoke account structures, supported by an Investment Committee and advanced technology platforms.
Based on CG Advisory Services
Based on CG Advisory Services
Fixed fees for financial planning generally ranging from $400 to $5,000; engagement fees up to $3,500 one-time or ongoing up to $10,000 annually; additional services with fixed fees negotiable
$0 - $250,000: Negotiable, minimum $3,000 annual fee $250,001 - $500,000: Up to 2.00% advisory fee plus up to 0.50% administrative fee (WealthMark portfolio) $5,000+: WealthBuilder account program advisory fee up to 2.00% plus up to 0.50% administrative fee $500,000+: Up to 2.00% advisory fee plus up to 0.50% administrative fee for CGAS Managed Select Accounts, plus SMA manager fees 0.20% to 0.55% No minimum+: No minimum for Adviser as Portfolio Manager (APM) accounts, advisory fee up to 2.00% plus up to 0.50% administrative fee
Some representatives are licensed insurance agents and registered reps earning commissions on insurance and brokerage products outside advisory accounts
Financial planning and consulting hourly rates up to $300/hour, negotiable
Account minimum: $5,000 Minimum fee: Minimum annual fee of $3,000 for households with less than $250,000 of adviser-managed assets; negotiable Fee-only: Financial planning: hourly fee up to $300/hour; fixed fee $400 to $5,000 (negotiable); consulting hourly up to $300/hour or up to 1.00% of assets advised
Idaho Falls, ID
2240 Saratoga Dr
Idaho Falls ID 83404
Advisors at this office
3
Idaho
21 years of industry experience
Capital Asset Advisory Services
2018 - Present • 8 years
Haslett, MI
Cetera Advisors LLC
2013 - 2018 • 5 years
El Segundo, CA
Minnesota Life Insurance Co.
2005 - Present • 21 years
St. Paul, MN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Idaho Falls, ID
Straight Line Investment Group, LLC
Melissa Davis is a financial advisor at Straight Line Investment Group, LLC in Idaho Falls, ID, holding a Series 66 designation with 15 years of industry experience. She has been with Straight Line Investment Group since 2013. Straight Line Investment Group is an independent, single-adviser registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management. The firm employs proprietary investment models incorporating fundamental, technical, and cyclical analysis, primarily using a long-term trading approach while maintaining discretion for short-term trades and short sales.
Series 63, Series 66
Idaho Falls, ID
Sentinel Wealth Strategies
Dirk Murray is the sole advisor at Sentinel Wealth Strategies in Idaho Falls, ID, holding Series 63 and Series 66 designations with 21 years of industry experience. He has been with Sentinel Wealth Strategies since 2014 and previously worked at Sowell Management Services from 2014 to 2017. Sentinel Wealth Strategies provides portfolio management, financial planning, and consulting services to individual and business clients, including some high-net-worth individuals. The firm employs a combination of fundamental and technical analysis, charting, and modern portfolio theory, and offers both discretionary and non-discretionary services through a wrap fee program on Charles Schwab’s institutional platform.
CFP®, Series 65
Idaho Falls, ID
Spinnaker Financial Advisors, LLC
Alan Campbell is a CFP® professional with 19 years of industry experience. He has been with Spinnaker Financial Advisors, LLC since 2014 and holds a Series 65 license. Spinnaker Financial Advisors provides investment management and financial planning services to individuals, high-net-worth individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, emphasizing diversified, long-term portfolios with a focus on downside protection and value- and small/medium-cap equities.
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.
CFA®, Series 66
Ammon, ID
Valkyrie Private Wealth Management
Naumdar Akhavan is a CFA® charterholder and holds a Series 66 license with 20 years of industry experience. He is the sole advisor at Valkyrie Private Wealth Management and has previously worked with Mutual Securities, Inc. and Summit Wealth and Retirement Partners. Akhavan is also engaged as a registered representative of Mutual Securities, Inc. Valkyrie Wealth LLC provides portfolio management and integrated financial planning services to individual and high-net-worth clients, using a combination of fundamental and technical analysis alongside options strategies. The firm maintains discretionary authority over accounts and emphasizes documented investment policy statements to align portfolios with clients’ goals and risk tolerances.
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.
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