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Shawn Webb

Advisor at IP Financial Advisory Services LLC

Updated today

Location

Eagle, ID 83616

Credentials

CFP®, Series 63, Series 66

Industry experience

26 years

About

Shawn Webb is a CFP® professional at IP Financial Advisory Services LLC with 26 years of industry experience. He has held roles at Pacific Crest Wealth Management and Cetera Advisors LLC, among others. Webb is the owner and president/CEO of Pacific Crest Services, an insurance business he manages daily. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using various analyses and also facilitates client referrals to third-party investment advisors.

Client services

Based on IP Financial Advisory Services LLC

Financial planning Portfolio management Pension consulting Selection of other advisers
Consulting services to qualified retirement plans

Expertise

Based on IP Financial Advisory Services LLC

Business succession planning Charitable giving & philanthropy Income planning Long-term care insurance Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on IP Financial Advisory Services LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for consulting and financial planning ranging from $500 to $20,000 per plan

Percentage

Less than $10,000 - $24,999: 1.25% to 3% $25,000 - $100,000: 1.00% to 2.75% $100,000 - $250,000: 0.75% to 2.50% Greater than $250,000+: 0.50% to 2.00%

Project-based

Hourly fees up to $500 per hour for consulting and financial planning services

Other

Account minimum: $150,000 Minimum fee: Financial planning and consulting services fees paid at time of service or upon billing, hourly fees up to $500 per hour, fixed fees range from $500 to $20,000 per plan Fee-only: Consulting fees on hourly, flat, recurring, or fixed-fee basis; fees paid at time of service or upon billing

Location

450 West State Street Ste 215

Eagle, ID 83616

Most active in

Idaho

Work history

IP Financial Advisory Services LLC

2020 - Present (6 years)

Innovation Partners LLC

2020 - Present (6 years)

Pacific Crest Services

2020 - Present (6 years)

Cetera Advisors LLC

2013 - Present (13 years)

Pacific Crest Wealth Management

2006 - Present (20 years)

Disclosures

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

Business activities & affiliations

Brennain V

Series 65

Boise, ID

XYPN Invest

Focused on creating an organization that could provide comprehensive and integrated investment management, financial, tax and estate planning, and business advisory services. Today, Hoeven Wealth has a comprehensive network of partners to ensure continuity and consistency across your financial life. Though originally from the Netherlands, Brennain is nearly a lifelong native of the Northwest. He completed his undergraduate degrees in Accounting and Business Administration at University of Washington and postgraduate in Financial Strategy at University of Oxford, graduating with Distinction.

Wealth management Liquidity event planning Business ownership considerations Business exit / sale strategy Business succession planning Engineering Professional Established Professionals Mid-Career Professionals
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James C

Series 65

Eagle, ID

Cannon Wealth Group LLC

James Cannon is a financial advisor at Cannon Wealth Group LLC in Eagle, Idaho, with 14 years of industry experience. He holds a Series 65 designation and has led his independent firm since 2014. Cannon Wealth Group LLC is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and employer retirement plans. The firm offers tailored investment programs, comprehensive planning, and specialized pension consulting, including ERISA advisory and discretionary investment manager services.

Equity compensation tax strategy
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Ethan H

Series 66

Eagle, ID

GPWM Advisors LLC

Ethan Hadley is a financial advisor at GPWM Advisors LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Gryphon Private Wealth Management and Independent Financial Group. Outside of his advisory work, he has provided notary services in Idaho since 2006. GPWM Advisors is an independent, single-advisor firm managing approximately $28.9 million for about 45 clients. The firm serves a diverse client base including individuals, businesses, and institutional clients, offering financial planning, discretionary portfolio management, alternative investment advice, and educational seminars.

Business succession planning Executive Founder/Business Owner
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Richard B

CFP®, Series 65

Boise, ID

Table Rock Financial Planning

Richard Boss is a CFP® professional with 11 years of experience in financial advising, currently operating as the sole advisor at Table Rock Financial Planning in Boise, ID. He has been with Table Rock since 2009. Table Rock Financial Planning is an independent firm serving individuals, trusts, estates, pension plans, and businesses with fee-only financial planning, investment consultation, and discretionary investment supervisory services. The firm manages approximately $35.3 million in client assets, emphasizing a diversified, research-based investment approach that incorporates low-cost index funds and ETFs with a value tilt and selective active strategies.

General retirement planning College savings (529s, UTMA, etc.) Charitable giving & philanthropy General tax planning Passive / index investing
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Brent F

CFP®, Series 63, Series 66

Eagle, ID

Ford Investment Counsel LLC

Brent Ford is a CFP® professional with 27 years of experience in the financial industry. He is the sole advisor at Ford Investment Counsel LLC, an independent firm he founded in 2021. Prior to this, he worked at Fidelity Personal and Workplace Advisors and Strategic Advisors LLC. Outside of advisory services, he is also an independent insurance agent. Ford Investment Counsel LLC provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, as well as qualified retirement plans. The firm emphasizes ERISA plan consulting and 3(38) fiduciary services, employing a mix of strategies tailored to clients’ goals, time horizons, and risk tolerances.

College savings (529s, UTMA, etc.) Retirement income strategy Debt management Cash flow / budgeting Options & derivatives strategies
user avatar

Gustavo G

Series 63, Series 65

Boise, ID

Integrated Financial Management, LLC

Gustavo Gonzalez is a financial advisor at Integrated Financial Management, LLC in Boise, ID, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Capital Asset Management, LLC and First Allied Advisory Services, INC. Outside of advising, he serves as a board member for the Idaho Inferno Soccer Club and is a licensed notary. Integrated Financial Management, LLC provides advisory services to individuals and high-net-worth clients, focusing on financial planning and investment advice through third-party managed-account platforms rather than direct portfolio management. The firm conducts due diligence and ongoing reviews of recommended managers, utilizing mutual funds, ETFs, fixed income, insurance products, and select international securities.

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance
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