Top financial advisors in Idaho
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
Choosing the right financial advisor in Idaho means focusing on whether they can handle your specific financial needs, not just picking from a large list. A common mistake is hiring an advisor based on a quick recommendation and later finding out they don't work with your particular situation.
- Match on the actual work. Ask what a typical day looks like for the advisor. Someone focused on retirement planning might not be the best fit if you need help with relocation or real estate investments.
- Fee model fit. Advisors may charge flat fees, hourly rates, or a percentage of assets managed. Understand how they get paid to see if it aligns with your preferences.
- Continuity risk. If the advisor works solo, ask about their plan if they retire or leave. In larger firms, find out who else on the team would be familiar with your case.
- In-person vs. remote. Decide if you prefer face-to-face meetings or are comfortable working with someone remotely, especially important if you’re new to Idaho or relocating.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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James C
Series 65
Eagle, ID
Cannon Wealth Group LLC
James Cannon specializes in equity compensation tax strategy, making him well-suited for clients in Idaho seeking expertise in this area. Operating an independent firm since 2014, he offers flexible fee options including flat fees from $1,000 to $10,000 and negotiable hourly rates, which may appeal to clients preferring transparent and varied payment structures compared to percentage-based fees common among other advisors.
Experience: 14 years
Avg account: $455,281
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Kendra M
Series 66
Boise, ID
Ameriprise
Kendra Maclean specializes in retirement income strategy and Social Security optimization, making her well-suited for individuals approaching retirement in Idaho. Working with Ameriprise, a large firm known for combining research and tax-efficiency analysis, she offers personalized, non-discretionary advice with a competitive 0.15% AUM fee, distinguishing her from advisors at smaller firms or with different fee structures.
Experience: 10 years
Avg account: $471,167
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John W
CFP®, Series 63, Series 65
Nampa, ID
OSAIC
John Winston's 45 years of experience and CFP® certification equip him to address financial needs in Idaho, including annuities and retirement planning. Working at OSAIC, a large SEC-registered firm, he offers flat-fee and negotiable AUM fee structures, serving diverse clients from individuals to corporations, which may provide broader resources compared to smaller local advisors.
Experience: 45 years
Avg account: $398,336
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Kevin B
Series 66
Boise, ID
STIFEL
Kevin Bates specializes in general retirement and income planning, making him well-suited for clients seeking financial advisors in Idaho focused on these areas. Working at Stifel, a large firm with proprietary investment analysis and asset allocation methodologies, he brings eight years of experience and a Series 66 designation, offering access to a broad client base including individuals and institutions, which may provide more comprehensive resources compared to smaller firms.
Experience: 8 years
Avg account: $773,556
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Jennifer C
Series 66
Twin Falls, ID
Cetera
Jennifer Colvin is well-equipped to assist with financial needs in Idaho, especially for clients approaching retirement and high earners not yet rich, offering expertise in wealth management, tax-loss harvesting, and retirement plans for business owners. Operating within Cetera's large firm structure, she provides flexible fee options including flat fees and hourly consulting, distinguishing her from advisors who may have more rigid fee models or smaller firm support.
Experience: 7 years
Avg account: $306,089
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