Cooper Norman Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cooper Norman Wealth, LLC provides discretionary investment management, retirement plan advisory (including serving as a 3(38) fiduciary and offering 3(21) participant-directed plan services), and standalone financial planning and consulting. The firm reports $15,869,932 in discretionary assets under management and a small client roster (23 clients), and it charges percentage-of-AUM fees for investment management and hourly fees ($150–$350) for standalone planning.
The firm’s investment process emphasizes allocation across individual equities, fixed income, mutual funds, and ETFs, and may include interval funds, unaffiliated private investment funds, or cryptocurrency exposure via exchange-traded securities when consistent with client objectives. Accounts are monitored on an ongoing basis with quarterly reviews for advisory clients, and the firm may select sub-advisers or delegate management as described in its advisory agreements.
What distinguishes Cooper Norman Wealth in its disclosures is its affiliation with an accounting firm, Cooper Norman, PLLC, and that certain representatives are CPAs who may provide accounting or tax services under separate agreements—an arrangement the brochure notes and discloses as a conflict of interest. The firm also documents use of AI tools under an AI policy and highlights retirement-plan specific services and discretionary management (with $0 reported non-discretionary AUM), indicating a focus on plan and institutional-type accounts rather than broad retail or high-net-worth individual programs.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% annually $500,000.01 - $2,000,000: 1.00% annually $2,000,000.01 - $3,000,000: 0.75% annually $3,000,000.01 - $5,000,000: 0.50% annually $5,000,000.01+: 0.40% annually
Hourly rates from $150 to $350 for financial planning and consulting services.
Fee-only: Financial planning and consulting fees are charged hourly at rates ranging from $150 to $350 per hour.
Main office
See office1000 Riverwalk Drive, Suite 100
Idaho Falls ID 83402
Advisors at this office
2
Offices (2)
Most active in
Colorado · Idaho · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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.
Forms ADV
Advisors at this firm
Joseph M
CFP®, Series 66
Idaho Falls, ID
Cooper Norman Wealth, LLC
Joseph Maddux Jr. is a CFP® with five years of industry experience, currently serving as a financial advisor at Cooper Norman Wealth, LLC. He previously worked at Butterfield Associates Inc and Strada Financial Group. In addition to his advisory role, Maddux is a tax manager at Cooper Norman, PLLC, a CPA firm. Cooper Norman Wealth, LLC provides discretionary investment management, retirement plan advisory, and standalone financial planning services. The firm serves a small client roster and integrates accounting expertise from its affiliated CPA firm into its investment process.
Nathan R
Series 63, Series 66
Idaho Falls, ID
Cooper Norman Wealth, LLC
Nathan Rydalch is a financial advisor at Cooper Norman Wealth, LLC with 21 years of industry experience. His prior roles include positions at Idaho Central Credit Union, Fall River Financial, and Allegis Advisor Group. He holds Series 63 and Series 66 licenses. Cooper Norman Wealth, LLC provides discretionary investment management, retirement plan advisory, and standalone financial planning, serving a small client base with a focus on allocation across equities, fixed income, mutual funds, ETFs, and select alternative investments. The firm is noted for its affiliation with an accounting firm and the integration of CPA services.
Eric S
PFS™
Rexburg, ID
Cooper Norman Wealth, LLC
Eric Story is a financial advisor with Cooper Norman Wealth, LLC and holds the PFS™ designation. He has been with the firm since 2025 and has prior experience as a partner at Cooper Norman, PLLC, a CPA firm, since 2013. In addition to his advisory role, he is involved in manufacturing through Hess Performance, LLC, and holds a personal holding company, Story Holdings, LLC. Cooper Norman Wealth, LLC provides discretionary investment management, retirement plan advisory services, and standalone financial planning primarily for a small client base. The firm’s investment approach includes allocations across equities, fixed income, mutual funds, ETFs, and other investment vehicles, with ongoing account monitoring and occasional use of sub-advisers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)