Cooper Norman Wealth, LLC

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Client assets under management

Clients

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

About

Cooper Norman Wealth, LLC is a recently formed registered investment adviser that provides discretionary and non‑discretionary investment management, financial planning and consulting, and retirement plan services (including serving as a 3(38) fiduciary and 3(21) participant‑directed plan consultant). The firm’s brochure notes it is an initial Form ADV filer and, like many supported firms, generally charges percentage‑of‑assets‑under‑management fees; as of December 31, 2025 it reported no assets under management and no advisory clients.

The firm describes an investment approach that uses fundamental and cyclical analysis and allocates across individual equities, fixed income, mutual funds, ETFs and, where suitable, interval funds and exchange‑traded crypto securities, treating cash as an asset class and conducting ongoing portfolio monitoring with periodic reviews. It offers both ongoing financial planning and stand‑alone consulting, with planning delivered through modular reports or formal written plans and follow‑up meetings as requested.

Noteworthy differences from many peers include its ownership by an affiliated accounting firm, Cooper Norman, PLLC, and the fact that certain representatives are CPAs who may provide accounting or tax services under separate engagement agreements (a relationship the brochure discloses as creating a potential conflict of interest, though no fee‑sharing is described). The brochure also discloses that some representatives are licensed insurance agents who may recommend commission‑based insurance products (not to retirement plan clients); combined with the firm’s early reporting of zero AUM and emphasis on retirement plan roles, these features distinguish its business profile from typical supported advisers serving broad retail or high‑net‑worth households.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001 - $20,000,000: 0.40% annually Above $20,000,000+: Negotiable

Project-based

Hourly rates for financial planning and consulting services range from $150 to $350 per hour, based on professional's experience.

Other

Account minimum: $7,500 minimum annual fee for investment management services per client household; no stated asset minimum Minimum fee: Minimum annual fee of $7,500 per client household for investment management services; minimum fee will not exceed 2% of assets under management. Fee-only: No commissions; purely fee-based advisory services.

Main office location

Cooper Norman Wealth, LLC

1000 Riverwalk Drive, Suite 100

Idaho Falls ID 83402, United States

Number of offices

Most active in

Colorado · Idaho

Disclosures

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

Form ADV Part 2: Client Brochure

Quick links

208-523-0862

Advisors at this firm

Joseph M

CFP®, Series 66

Idaho Falls, ID

Cooper Norman Wealth, LLC

Joseph Maddux Jr. is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Cooper Norman Wealth, LLC with five years of industry experience. Prior to joining Cooper Norman Wealth, he worked at Butterfield Associates Inc and Strada Financial Group. In addition to his advisory role, he is a Tax Manager at Cooper Norman, PLLC, a CPA firm. Cooper Norman Wealth, LLC provides discretionary and non-discretionary investment management, retirement-plan advisory, and financial planning services to pension and profit-sharing plans, trusts, estates, and individuals. The firm employs a range of investment strategies including equities, fixed income, mutual funds, and ETFs, and offers both in-house tax and accounting services through affiliated CPAs.

Retirement plans for business owners (SEP, solo 401k)

Nathan R

Series 63, Series 66

Idaho Falls, ID

Cooper Norman Wealth, LLC

Nathan Rydalch is a financial advisor with Cooper Norman Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Idaho Central Credit Union, Fall River Financial, and Allegis Advisor Group. Cooper Norman Wealth, LLC provides discretionary and non-discretionary investment management, retirement-plan advisory, and financial planning services to pension and profit-sharing plans, trusts, estates, and individuals. The firm employs a range of investment strategies including individual equities, fixed income, mutual funds, ETFs, and less liquid vehicles, and offers both fiduciary plan management and consulting services.

Retirement plans for business owners (SEP, solo 401k)

Eric S

PFS™

Idaho Falls, ID

Cooper Norman Wealth, LLC

Eric Story is a financial advisor at Cooper Norman Wealth, LLC with the PFS™ designation and one year of industry experience. He is also a partner at Cooper Norman, PLLC, a CPA firm, and holds membership interests in a manufacturing company and a personal holding company. Cooper Norman Wealth, LLC provides discretionary and non-discretionary investment management, retirement-plan advisory, and financial planning services to pension and profit-sharing plans, trusts, estates, and individuals. The firm employs a variety of investment strategies including allocations among equities, fixed income, mutual funds, and ETFs, and offers tax and accounting services through affiliated CPAs.

Retirement plans for business owners (SEP, solo 401k)

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